HOW-TO VIDEOS
Short, practical walkthroughs to help you source smarter and move cases forward.
PROVIDE / START HERE
COMING SOON
Your first case, step by step
GETTING STARTED
A guided introduction to taking a case from enquiry to lender terms.
Browse the walkthroughs below, or find a topic to get started.
PROVIDE / 01
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New enquiry
GETTING STARTED
Add your borrower, property and funding requirements.
PROVIDE / 02
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Lender search
SOURCING
Explore the lenders that fit your client's case.
PROVIDE / 03
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Compare terms
SOURCING
Review and compare the terms added to your case.
PROVIDE / 04
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Share terms
MANAGING CASES
Prepare a clear terms summary to share with your client.
PROVIDE / 05
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Your cases
MANAGING CASES
Follow progress and keep your cases organised.
PROVIDE / 06
COMING SOON
Messages
WORKING WITH LENDERS
Keep your lender conversations together on each case.
Book a demo with our team.
Choose a photo to upload and our team will add it into our community gallery
