features

Everything a mortgage broker actually does — in one place.

Loan Saver is the workspace; your aggregator is still the rail. We don't replace your CRM-of-record at the aggregator — we replace the spreadsheets, sticky notes and tabs around it.

module 01

Pipeline

Drag files across enquiry → fact-find → pre-approval → submitted → conditional → formal → settlement. Filters by lender, BDM, loan writer.

›Stage-aware checklists
›Lender SLA timers
›Bulk re-assign on team changes

module 02

Borrower comms

SMS + email threads attached to each file. Stage-aware templates so the right message goes out the right time.

›Two-way SMS with delivery receipts
›Templates per lender/stage
›Auto-log to file timeline

module 03

Document collection

Borrowers upload from a phone link — no portal logins, no email PDFs.

›Smart requests by loan type
›Auto-chase on stale items
›OCR for payslips & statements

module 04

Referral tracking

Know where every settled loan came from. Pay partners on time.

›Partner ledger
›Per-referrer commission splits
›Monthly statements ready to send

module 05

Trail & clawback

Forecast trail. Flag clawback risk on early discharges. Reconcile commission statements.

›Trail forecasting by book
›Clawback risk register
›CSV reconcile against aggregator

module 06

BID & NCCP

Best Interests Duty notes are time-stamped against the file. Audit-ready, not bolted on.

›Time-stamped BID rationale
›Preservation of the comparison
›Compliance pack export per file