BrokerFlow

Turn client documents
into decisions — instantly.

A next-generation AI portal for UK mortgage & protection brokers. Collect documents, extract insights, and export compliance packs in minutes.

FCA-friendly exports

GDPR-ready

Lightning fast

LIVE DEMO

Why BrokerFlow

Built for modern brokerages

Smart intake

Request by doc type from your portal. Clients upload once — statuses update in real time.

AI insights

Payslips, bank statements, Tax Calculations, and company accounts — parsed and summarised.

Tidy folders

Identity, Income, Banking, Credit — everything where it belongs.

Automated Checks

Identifies income discrepancies, flags risks, and verifies data across all documents.

One-click ZIP

Download all client documents neatly packaged in a single ZIP.

Secure access

Encrypted uploads, short-lived links, and full audit trails.

How it works

1
Request
Broker selects which documents are required and sends a secure portal link to the client by email.
2
Client uploads
Client opens the secure link and uploads the requested documents back to the broker.
3
Extract
AI parses and structures key data — income, transactions, direct debits, company accounts.
4
Review
Broker reviews data, sees neatly categorised folders, and downloads all files in one ZIP.

Help Centre

Is BrokerFlow compliant for UK brokers?

Yes. Designed with GDPR and FCA record-keeping in mind. All access is logged and protected by short-lived links.

How do clients access their portal?

Via a secure email link sent directly from the broker. No passwords to remember.

Can I access documents in one click?

Yes — download everything as a neatly structured ZIP for archiving or case review.

What makes BrokerFlow different?

Unlike typical CRMs, BrokerFlow automates document intake, AI extraction, foldering and ZIP export — saving hours of admin.