From request to decision — in minutes
BrokerFlow streamlines the whole journey: request documents, clients upload, AI extracts the key facts, and you export a tidy pack.
The flow
- 1RequestPick the documents you need (by type). Send a secure portal link to the client by email.
- 2Client uploadsClients get a simple checklist. Statuses tick off automatically as files arrive.
- 3AI extractionIncome, banking, and direct-debit insights parsed into broker-friendly summaries.
- 4Review & exportTidy folders, automatic file renaming, and one-click ZIP for archiving or lender submission.
Broker view
Control & oversight
- Select doc types and send secure invites.
- Watch checklist statuses update in real time.
- Review AI summaries; add notes when needed.
- Export ZIP or pass data to your CRM.
Client view
Fast & simple
- Frictionless secure portal link sent by email — no passwords.
- Clear checklist with progress indicators.
- Upload from phone or desktop — PDFs preferred for AI analysis.
- Automatic reminders for missing items.
No guesswork
Exactly what everyone does
Brokers do
- Open BrokerFlow and create a case.
- Select document types (ID, payslips, bank statements, tax calculations, etc.).
- Click Send request — the client receives a secure portal link by email.
- Watch the checklist auto-update as files arrive.
- Review the AI summaries (income, banking, direct debits, affordability).
- Export a one-click ZIP for archiving or lender submission.
You can pause reminders, add notes, and mark items verified anytime.
Clients do
- Open the secure portal link from your email — no password needed.
- See a clear checklist of what's needed.
- Upload files from phone or computer (PDF preferred for accurate AI analysis).
- Finish — statuses tick off and the broker is notified.
If anything’s missing, polite reminder emails keep them on track.
BrokerFlow does automatically
- Organises files into Identity / Income / Banking / Credit.
- Runs AI summaries and flags key checks (gambling patterns, recurring outgoings, affordability).
- Sends gentle reminders until everything is in.
- Prepares a one-click ZIP and audit trail.
Secure by default: short-lived links, encrypted storage, and full access logging.
Example client emails (sent automatically)
Invite
Subject: {Broker Name} has invited you to upload your documents
Body: Hi,
{Broker Name} at {Firm Name} has requested the following documents for your mortgage application.
[Open Secure Portal]
This link expires in 24 hours. If it expires, ask {Broker Name} to resend.
{Broker Name} at {Firm Name} has requested the following documents for your mortgage application.
[Open Secure Portal]
This link expires in 24 hours. If it expires, ask {Broker Name} to resend.
Reminder
Subject: Reminder — outstanding documents for your mortgage application
Body: Hi,
Just a quick reminder — {Broker Name} at {Firm Name} is still waiting on the following documents to progress your mortgage application.
[Open Secure Portal]
If you have any questions, reply to this email and your broker will get back to you.
Just a quick reminder — {Broker Name} at {Firm Name} is still waiting on the following documents to progress your mortgage application.
[Open Secure Portal]
If you have any questions, reply to this email and your broker will get back to you.
BrokerFlow sends and tracks these for you automatically — no setup required.
See it in action
Walkthrough tutorials
Short clips covering the everyday tasks — sign up, branding, broker invites, firm management, client requests, and AI insights.
How to sign up
How to brand your portal
How to add a broker
Inside firm management
How to create a client request
Inside AI insights
Client checklist
Proof of ID — Uploaded
Proof of Address — Uploaded
Latest 3 payslips — Pending
Bank statements — Uploaded
AI case summary
Avg net income£4,558.17/mo
Fixed outgoings£2,406.53/mo
Disposable£2,151.64/mo
Risk levelAmber
Strong PAYE applicant. Vehicle finance commitment (£180/mo). Stable savings habit. Affordability on track.
Export & audit
FoldersIdentity / Income / Banking / Credit
ZIP exportReady · 23 files
Access log6 events today
Share linkShort-lived · 24h
Security & Compliance
Passwordless access
Clients sign in via a secure portal link sent to their email — no passwords to remember.
Short-lived links
Time-boxed, revocable access for uploads and reviews.
Audit trail
Access logs and exports designed for UK broker governance.
Ready to try BrokerFlow?
Spin up a test case in minutes. No long contracts — change or cancel anytime.