From enquiry to completion. Visual timelines, auto-updated milestones, intelligent blocker detection, and automated follow-up with solicitors and lenders.
See every case's journey: fact find, DIP, valuation, offer, exchange, completion, in one clear view.
Automatic alerts for upcoming completion, exchange delays, offer expiry, and valuation returns.
Solicitor, surveyor, lender contact, and BDM, each tracked per case with communication history.
AI spots stalled cases and suggests the action most likely to unstick them.
Real-time packaging score. Know if a case is submission-ready or what's outstanding.
Weekly update emails to solicitors and lenders. Responses parsed into case notes automatically.
Compare each case's time-in-stage against your firm's historical averages. Spot outliers early.
Lender offer conditions tracked individually until each is cleared.
Completion day choreography: final checks, client comms, first-payment schedule.
Adviser IQ detects a case that hasn't progressed in 14 days and proposes the specific action that's most likely to unstick it, based on similar cases in your history.
Solicitor emails, lender portals, valuation reports, all parsed automatically into case updates.
Book a 60-minute personalised demo. We'll show the feature against your workflow.