Our RoadMap
What features are coming to your provide portal over the coming months:
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Lender API Intergrations
Coming July 2026
On-going work for lender intergrations for easy-applications and two-way lead data for speedy decision making.
Specific Lenders will be announced soon!
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Upload Docs Via Email
Coming June 2026
A great new feature is the ability for users to reply to Live Chat via their emails, which sends the message directly into the enquiry.Â
The next exciting part of this is allowing Borrower to reply to document request, with email attachments directly too. This will be a huge time save for Borrowers and Brokers alike. -
Reports Views
Coming June 2026
In-depth reports for both Lenders and Brokers showing sales and leads volume, including UTM support to track marketing campaigns success.
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Kanban View
Coming May 2026
Quickly view the overall progress of your cases by switching to a swim-lane view, see the chokepoints and get an understanding of incoming revenue.Â
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Auto-Assigning
Coming May 2026
Allow the Provide platform to assign new leads to agents automatically based on availability and Teams structure.Â
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Short-listing
Coming March 2026
Quickly build a shortlist with a simple one-click icon against products and lenders that seem the best fit with your customers needs.Â
Toggle to view only shortlists across, terms matrix, lender matches and even your inbox.
✅ DONE -
Terms
WC 2nd Feb 2026
Our Terms Matrix will be a cloud-based broker curated table showing a borrower the most suitable lenders and rates for their needs. This includes a neat form to allow lenders or brokers to quickly add in the terms, which are then compiled into a shareable online table.Â
✅ DONE
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Notifications
WC 2nd Feb 2026
Finalising our notifications services sending out to browser, WhatsApp and Email whilst allowing the user to adjust preferences on what to receive on which channels and when.Â
✅ DONE
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Payments
WC 2nd Feb 2026
Our broker users will be able to add card details & agree to a search cost, within the enquiry screen. There will also be a payments screen showing their card details, tier and invoice history.Â
✅ DONE
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Applications
WC 2nd Feb 2026
Moving an enquiry into Application gives a new status and funnel and the chance to add Pre-application requirements. This then allows a broker to apply and shows a pop-up with Application details.
✅ DONE
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Payments Page
WC 26th Jan 2026
We will be building and populating our payments & pricing page showing customers our pricing structure and the included features available.
✅ DONE
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Dashboard
WC 26th Jan 2026
All dashboards are currenlty live but we will be adding in active todo-lists, industry links in the links panel and hooking up the news feed to show news feeds from our marketing site (which we can control to make "dashboard only")
The stats graph also to be added showing an example of the data that will display here.
✅ DONE
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Activity Timeline
WC 26th Jan 2026
This covers both a multi-item enquiry activity timeline showing everything that has happened on an enquiry and also a notifications pop-up showing activity across all enquiries.Â
✅ DONE
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Companies House
WC 26th Jan 2026
When adding a company into the platform (on enquiry forms and also simply creating a company) - users can quickly search Companies House with company number or name and then automatically populate multiple fields of data in the form with a single click.
✅ DONE
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Product Base-rate Calculator
WC 26th Jan 2026
When a Lender is adding products they can set their terms as relevant to the base-rate to allow them to be automatically calculated without having to re-upload during Base-rate changes.Â
✅ DONE
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QA Checklist
WC 26th Jan 2026
Produce QA checklist to allow extensive QA process of all parts of the product and allow to give full transparency on remaining items and timeline.
✅ DONE