For mortgage + finance brokers
Every application, lender and deadline — in one pipeline.
Track applications from first enquiry to settlement, keep lender and rate details on the file, and give clients a portal instead of a folder of PDFs.
No credit card · cancel anytime · imports from your Excel sheet on day one
Application #2026-032 · Investment loan
Isabella Conti
- Lender
- Coastal Bank
- LVR
- 80%
- Rate
- 6.14%
- Stage
- Approved
- Settlement
- Overdue by 1 day
Right now
- ✕Lender and rate details buried across emails and spreadsheets
- ✕Pre-approval expiry dates missed, forcing a fresh application
- ✕Settlement dates tracked manually with no reminder
- ✕Client documents chased one at a time by phone
With Caseflow
- ✓Every application shows lender, rate, LVR and settlement date at a glance
- ✓Settlement deadline set automatically the day a loan is approved
- ✓Pre-approval expiry visible on the pipeline before it lapses
- ✓Clients upload ID and payslips through one secure portal link
Built for the way you actually work
Six features designed for your vertical out of the box — no configuration weekend required.
Full loan pipeline
Enquiry → fact find → pre-approval → offer → submitted → approved → settled → commission. One pipeline, every loan type.
Lender + rate tracking
Lender, interest rate, LVR, and settlement date tracked as fields on every application — searchable across your whole book.
Automatic settlement deadline
The moment a loan reaches unconditional approval, a settlement deadline is set on the file — no separate reminder to set manually.
Loan document checklist
ID (100 points), income evidence, bank statements, contract of sale — the right checklist for the loan type, every time.
Secure client portal
Clients upload ID, payslips and bank statements through one magic-link portal — no more chasing documents by phone.
Pre-approval expiry tracking
Pre-approval expiry date sits on the application, visible on the pipeline before it lapses and forces a resubmission.
How it works
Step 1
Fact-find + pre-approval
Client details and documents collected, pre-approval submitted and tracked to expiry.
Step 2
Submit + approve
Application submitted to the lender, offer and unconditional approval tracked with an automatic settlement deadline.
Step 3
Settle + get paid
Loan settles, and lender commission is tracked through to reconciliation.
Frequently asked
Do you charge clients a broker fee? ▾
That's entirely up to your business — most brokers are paid by lender commission, and the platform tracks whatever fee or commission structure you use.
Can I see my whole pipeline by lender? ▾
Yes — lender is a searchable field on every application, so you can filter and report across your entire loan book.
What happens when a loan is approved? ▾
A settlement deadline is set automatically based on the approval date, so nothing gets missed between approval and settlement.
Can clients upload documents securely? ▾
Yes — every client gets a magic-link portal for ID, income evidence and bank statements, no password required.
Sized for solo brokers and small brokerages.
Start free. Import your existing client list in 5 minutes. Cancel anytime.