01
Case status
Track submitted buyer cases, current stage, pending items and the next required action.
Agent Portal
Case status and advanced tools, coming soon.
The public partner page is live first. Next, this portal will become the private workspace for property agents to check case status, manage documents and access partner tools.
Planned Workspace
Built for repeated partner work.
02
Document tracking
See which documents are still needed for salary, self-employed, commission or rental-income cases.
03
Advanced tools
Access deeper eligibility, refinance and scenario tools designed for repeated agent use.
04
Partner records
Keep agent profile, active cases and communication history organized in one partner workspace.
What Agents Will See
A simpler view of every active case.
The portal should answer the practical questions agents ask most: what stage is this case at, what is pending, what should the buyer do next, and which tool helps estimate the next scenario.
CaseStatusNext Action
Buyer AEligibility ScreenUpload payslip
Buyer BBank ReviewAwait banker feedback
Owner CRefinance CheckConfirm outstanding balance