Credit providers and lenders
Submit individual applications or client lists, confirm loan disbursement and follow each application through broker review. Lender-paid arrangements can be supported where agreed; they are not assumed for every application.
Debt counsellors
Support clients with enquiries, information and application administration. A debt counsellor is not assumed to advance credit or to pay premiums. Record the actual credit provider and agreed payer arrangement.
A broker-led workflow
Registration requires approval. Applications move through review and manual insurer processing before issuance evidence is recorded and approved for release. Spreadsheet uploads never activate cover.
A shared view of progress
Track missing information, submitted records, applications with the broker, released policy documents and confirmed premiums separately from uploaded balances and estimates.