Welcome back

Sign in to your broker portal.

No account?

Create your broker account

Step 1 of 3.

Secure your account

Step 2 of 3. Password 8+ chars.

Confirm and create

Step 3 of 3.



Firm: Wealth Brokerage / Role: Broker
Wealth Brokerage
Dashboard Cases Leads Clients Fact Finds —
Dashboard
Cases pipeline
Leads
Clients
Fact Finds
Doc collections
Settings
Dashboard
Today,
Open cases
0
From database
Pipeline value
£0
Sum of cases
Total leads
0
All time
Awaiting Fact Find
0
Sent, not submitted

Quick start

Add a lead via the Leads tab — it saves to Supabase instantly. Click Convert to push it into the cases pipeline.

Cases pipeline
Live from Supabase.

Enquiry

Fact Find

DIP

Application

Offer

Leads
All leads for Wealth Brokerage.

Add a lead

Your leads

NameEmailInterestStatusAddedAction
Loading...
Fact Finds
All Fact Finds sent for Wealth Brokerage.
Filter:
LeadEmailSentStatusLast updateAction
Loading...
Clients
Client invitations come in Stage 6.
Doc collections
Pre-Fact-Find document collection links. Used to pull passport / payslips / SA302 / credit report from a client before the FF is sent, so the FF arrives pre-filled.
LeadEmailSentStatusDocsExtractionsAction
Loading...
Settings

Signed in as —

Role: — / Firm: Wealth Brokerage

Fact Find link generated

Send this link to your client. They can fill it in at their own pace; progress saves automatically.

Fact Find

Doc collection link generated

Send this link to your client. They upload passport / payslips / SA302 / credit report; you review the AI extractions and the Fact Find goes out pre-filled.

Doc collection review

Extraction review

Confidence dots: green ≥90%, amber 50–90%, red <50%. Edit any field then approve.