From request to decision β€” in minutes

BrokerFlow streamlines the whole journey: request documents, clients upload, AI extracts the key facts, and you export a tidy pack.

The flow

  1. 1
    Request
    Pick the documents you need (by type). Send a secure portal link to the client by email.
  2. 2
    Client uploads
    Clients get a simple checklist. Statuses tick off automatically as files arrive.
  3. 3
    AI extraction
    Income, banking, and direct-debit insights parsed into broker-friendly summaries.
  4. 4
    Review & export
    Tidy 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 β€” no passwords.
  • Clear checklist with progress indicators.
  • Upload from phone or desktop β€” PDFs preferred for AI analysis.
  • Automatic reminders for missing items.
No guesswork

Exactly what everyone does

Brokers do
  1. Open BrokerFlow and create a case.
  2. Select document types (ID, payslips, bank statements, tax calculations, etc.).
  3. Click Send request β€” the client receives a secure portal link by email.
  4. Watch the checklist auto-update as files arrive.
  5. Review the AI summaries (income, banking, direct debits, affordability).
  6. Export a one-click ZIP for archiving or lender submission.
You can pause reminders, add notes, and mark items verified anytime.
Clients do
  1. Open the secure portal link from your email β€” no password needed.
  2. See a clear checklist of what's needed.
  3. Upload files from phone or computer (PDF preferred for accurate AI analysis).
  4. Finish β€” 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.
Reminder
Subject: Reminder β€” outstanding documents for your mortgage application
Body: Hi,

Just a quick reminder β€” {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 β€” no setup required.
See it in action

Walkthrough tutorials

Short clips covering the everyday tasks β€” 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 β€” Uploaded
Proof of Address β€” Uploaded
Latest 3 payslips β€” Pending
Bank statements β€” Uploaded
AI case summary
Avg net incomeΒ£4,558.17/mo
Fixed outgoingsΒ£2,406.53/mo
DisposableΒ£2,151.64/mo
Risk levelAmber
Strong PAYE applicant. Vehicle finance commitment (Β£180/mo). Stable savings habit. Affordability on track.
Export & audit
FoldersIdentity / Income / Banking / Credit
ZIP exportReady Β· 23 files
Access log6 events today
Share linkShort-lived Β· 24h

Security & Compliance

Passwordless access
Clients sign in via a secure portal link sent to their email β€” 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 β€” change or cancel anytime.