The features brokers actually use

From compliant intake to AI extraction and one-click exports — BrokerFlow removes the admin so you can focus on advice.

Smart requests
Request by document type; clients see a clear checklist with statuses that tick off automatically.
Secure access
Email OTP, short-lived links, and logged access so you can evidence good governance.
Gentle nudges
Automatic reminders for outstanding items — sent on a steady, polite cadence so clients stay on track without you chasing.

A smoother path from request to decision

  • 1
    Invite client
    Pick the documents you need. Send a secure portal link to the client by email.
  • 2
    Client uploads
    Clients upload against a simple checklist. Progress updates as each requirement is met.
  • 3
    AI extraction
    Income, transactions, credit markers, and anomalies structured into human-readable summaries.
  • 4
    Review & Rename
    Everything lands in the right folder. Documents are automatically renamed for instant lender submission.
  • 5
    Export
    One-click Zip for archiving. Documents are renamed and sorted by type, ready to satisfy lender requests in seconds.
Why teams switch

Reclaim your day

See how BrokerFlow swaps the slow, manual ways of working for instant, automated answers.

Data Extraction

The old way
Manual review of bank statements
The BrokerFlow way
Automated multi-month income averaging

File Management

The old way
Tedious manual file labeling
The BrokerFlow way
Instant AI categorisation and labeling

Compliance

The old way
Manual checklist review
The BrokerFlow way
Real-time automated risk & consistency alerts

Client Portal

The old way
Fragmented email chains and uploads
The BrokerFlow way
A professional, branded document command centre

Lender Prep

The old way
Searching through folders for every request
The BrokerFlow way
Submission-ready, perfectly named files

Case Insights

The old way
Sifting through statements to answer queries
The BrokerFlow way
Instant, AI-generated broker summaries

Ready to try BrokerFlow?

Spin up a test case in minutes. No long contracts — change or cancel anytime.