For networks and brokerages
For networks and brokerages.
Workflow, engagement and data inside the systems you already run. No rip and replace.
Workflow where the work is
Fact-find extraction, document chase and case packaging run inside the systems your advisers already use. The audit trail writes itself as the case moves.
AI WorkflowEngagement that converts
Qualification, routing and nurture from first enquiry to completion, with every contact logged against the record your network already holds.
Lead Engagement and FulfilmentData under your own roof
Sourcing, criteria and address data over one API, into your CRM, your portal, your tools. Your members keep their software; the data gets better.
Data APIIntegration
One key, your stack.
Everything ships as REST with webhooks, documented in the OpenAPI document and stable across versions. A criteria answer in your CRM looks like this, with the lender's wording, a source reference and a version attached.
POST /v1/criteria/search
-H "X-Api-Key: $KEY"
{ "query": "max age at term end",
"lender": "lndr_042" }