Our story — built by a broker, for brokers

I’ve spent twelve years as a UK mortgage broker, and the pattern was always the same: long days lost to chasing documents, reconciling PDFs from multiple emails, and double-checking data for fact-finds and compliance. A typical case meant five inbox threads, several file types, and the nagging feeling something was still missing. I started sketching a better way — a client checklist that makes the “ask” crystal clear, plus AI that turns messy files into tidy folders and broker-ready summaries. That nights-and-weekends prototype became BrokerFlow. We’re building it with brokers, shipping small improvements continuously so cases move faster and it’s easier to stay compliant — and ultimately, to close more deals.

Founder photo
“BrokerFlow was born on the front lines of broking — not in a boardroom.”
12 years on the tools
I’ve spent over a decade writing cases, chasing docs, clarifying details, and making sure every file is audit-ready.
The vision
There had to be a cleaner way to get documents from clients, extract the data we need, and keep compliance simple.
Email overload
Multiple emails, mixed file types, missing items — the admin was eating whole days. It shouldn’t.

From pain points to product

Streamlined intake
Clients see a simple checklist by document type. Statuses tick off automatically, and you can nudge gently when items are still missing.
Broker-friendly AI
Payslips, bank statements, Tax Calculations and company accounts — parsed into concise, reviewable summaries with key checks highlighted.
Built for compliance
Short-lived links, email OTP access, and tidy folders make audits easier. One-click ZIP for archiving or packaging a case.
Evolving with brokers
We ship in small steps, listen to feedback, and refine. The goal: make it easier to progress cases and close more deals.
Created and designed by a broker who understands the daily pains — and is obsessed with removing them.
Clarity over clutter
Every screen should reduce questions, not add them. Less clicking, more progress.
Secure by default
Email OTP, short-lived links, and logged access. If it’s not safe, it doesn’t ship.
Feedback loop
We build with brokers, not for them. Your suggestions turn into the next release.

Join us on the journey

Try BrokerFlow on a live case and see how much admin it removes. We’ll keep evolving it with you.