BrokerFlow

Turn client documentsinto decisions โ€” 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 โ€” statuses update in real time.
AI insights
Payslips, bank statements, Tax Calculations, and company accounts โ€” parsed and summarised.
Tidy folders
Identity, Income, Banking, Credit โ€” 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.

Ready to try BrokerFlow?

Sign up in minutes โ€” no contracts, cancel anytime.

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How it works

From upload to sourcing in minutes

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

Answers at your fingertips

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 โ€” 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 โ€” saving hours of admin.