BROKER SCREENING AND ACCREDITATION INFRASTRUCTURE
Create one trusted broker profile, support lender-specific accreditation and keep key information current over time.
One profile. Three steps. Better broker accreditation.
Broker profile
Verified
Identity & business details
Licensing & supporting documents
Accreditation information
Profile status
Current
THE PROBLEM
Onboarding is fragmented by default.
Brokers repeatedly provide similar information to different lenders, while lenders independently perform many of the same checks.
Repeated paperwork
Manual processes
Inconsistent due diligence
Slow accreditation
THE SOLUTION
A reusable, verified broker profile containing the information lenders need to support screening and accreditation—maintained over time, not locked to a point-in-time check.
THE THREE STEPS
One profile. Three steps. Better broker accreditation.
01
Onboard once
Brokers and broker businesses create one structured profile containing core information, credentials and supporting documentation.
02
Accredit with each lender
Relevant information is verified and shared with participating lenders. Each lender retains control of its accreditation decision.
03
Stay current
Key credentials, documents and relationships are maintained over time, giving brokers and lenders greater confidence.
FOR LENDERS
Standardised information. Less duplicated diligence. A clearer operational record for your broker network.
FOR BROKERS
Maintain information in one place, reduce repetitive paperwork and make lender onboarding easier.
BUILT FOR FINANCIAL SERVICES
Trust, handled with care.
A financial-services-grade approach to privacy, clear consent and responsible handling of broker information.
Clear consent
Transparent verification
Responsible information handling
EARLY ACCESS
Tell us where you sit in the broker ecosystem. We’ll be in touch to discuss the pilot.