Help Centre
Quick answers for busy brokers. Search by section, open an FAQ, or skim the mini guides.
Type to search
(This is a visual search box for now — sections below cover the most common questions.)
Start here
Getting started
Create a case
- Click New case in your BrokerFlow portal.
- Add client name and email (one or both applicants).
- Select required document types (ID, payslips, bank statements, tax calculations, etc.).
- Press Send request — the client gets a secure portal link by email.
Send your first request
- Use the default checklist or tailor per case.
- Optionally add a message that appears above the checklist.
- Preview the email and send. You’ll see the invite in the timeline.
- Status boxes update as files arrive — no manual ticking.
Client experience
Clients & uploads
What clients see
- Open a secure portal link from the invite email — no password needed.
- See a clear checklist of the documents the broker has requested.
- Upload files against each item; statuses tick off in real time.
- They can return via the same link to add more files at any time.
Files & reminders
- PDF preferred — our AI is built around PDF documents from banks, employers and HMRC.
- Photos and screenshots from a phone may upload but won't be analysed reliably; ask clients for the original PDF where possible.
- Gentle reminders are sent automatically for missing items (you can pause anytime).
- Files are stored to the correct folder automatically: Identity / Income / Banking / Credit.
Automation
AI summaries & checks
What we summarise
- Income highlights from payslips, tax calculations and company accounts.
- Banking patterns: regular income, unusual spikes, gambling indicators.
- Direct Debit analysis: recurring outgoings and committed expenditure.
- Case notes you can copy into your CRM or suitability docs.
How to review quickly
- Open the AI Insights tab for the headline figures and risk level.
- Use the Folders tab to open any source document directly.
- Use the Compliance tab to spot cross-document mismatches at a glance.
- When ready, download the one-click ZIP with submission-ready, renamed files.
Built for compliance
Security & compliance
Access & links
- Passwordless — clients sign in via a secure portal link sent to their email.
- Short-lived links — time-boxed access that you can revoke.
- Logged activity — who accessed what, and when.
- Structured folders — Identity, Income, Banking, Credit.
Exports & audits
- Download a structured ZIP for neat archiving or packaging.
- Export includes foldering and (optionally) summary notes.
- Access log assists with oversight and record-keeping.
- Designed with UK broker workflows in mind.
Still stuck? We’ll help.
Most questions are covered above, but if you’ve hit an edge case we didn’t predict, tell us and we’ll improve BrokerFlow for everyone.