Six modules, enabled per business

Your group website, built on the platform and wired into the rest of it.

• The group site itself: pages, guides and calculators on your own domain
• White label calculators and broker written articles your brokers publish on their own sites, under their own branding
• Attribution that follows a lead from first visit to settled volume

Recruitment and onboarding, from first enquiry to first settlement.

• Kanban boards and stages built for broker recruitment
• Candidate dossiers with source, campaign tags and pre enquiry behaviour
• Onboarding checklists your brokers can watch from their portal

Commission analytics across your whole book, reconciled to your own totals.

• Commission run ingestion with reconciliation against your own totals
• Broker, lender, book vintage, trend and referral partner analysis
• A pivot builder with saved views, and exception reconciliation

Broker records, accreditations, goals and the portal your brokers see.

• Contact, licence and accreditation records with expiry tracking
• Goals tracked automatically against live commission figures
• A document library with acknowledgement tracking

Your brokers, on your domain, under your brand, seeing their rows only.

• Their figures, commission statements and goals, theirs only
• Onboarding progress, forms, guides and announcements
• White labelled tools and website widgets you can release to brokers per cohort

Streamlined ACL management for licensees.

• Credit representative register, appointments and cessations
• Responsible managers and an obligation calendar
• Breach register and complaints with IDR timelines