A white-label platform for mortgage-advisory teams — client submissions, banker workflow, commissions, CRM and your agent network, all branded as your own.
One system replaces the group chat and the spreadsheet — client submissions through the banker workflow, commissions across your agent network, and a CRM that keeps every case moving.
Submissions move email → Letter of Offer → approved, with each banker's response tracked.
Send one case to several bankers and follow every response side by side.
Multi-tier commissions with upline overrides across your own agent network.
The features you'd expect — and the local details most systems skip.
Every client and case tracked from first enquiry, with a built-in CRM.
Meetings and activity tracking to keep the team accountable.
Your own branding, custom domain and product list.
Advisory order forms and products captured against each case.
Status updates to advisers and clients as each case moves.
Roles and overrides across the team, with a case-level audit trail.
Ringgit deals, submissions to the Malaysian bank panel, and the Letter-of-Offer flow local advisers work every day.
One case, several bankers, each response tracked to approval.
The email → LO → approved flow, built in.
Run it as your own brand, on your own domain.
Multi-tier commissions and overrides across your team.
Book a walkthrough and we'll show you the real system with sample data — not a slide deck.