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

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

The old way

Manual review of bank statements

The BrokerFlow way

Automated multi-month income averaging

The old way

Tedious manual file labeling

The BrokerFlow way

Instant AI categorisation and labeling

The old way

Manual checklist review

The BrokerFlow way

Real-time automated risk & consistency alerts

The old way

Fragmented email chains and uploads

The BrokerFlow way

A professional, branded document command centre

The old way

Searching through folders for every request

The BrokerFlow way

Submission-ready, perfectly named files

The old way

Sifting through statements to answer queries

The BrokerFlow way

Instant, AI-generated broker summaries

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