From document pack to submission-ready.

Step by step

What happens to a file in BrokerDash.

1. 01

   Upload the supporting documents you already hold

   Start with the client file as it stands: payslips, bank statements, credit card statements, the expense declaration and any other supporting documents.

   There is nothing to re-key and no new forms for your client. BrokerDash works from the documents in the pack.

2. 02

   BrokerDash reviews the file as one pack

   Income, expenses, liabilities and supporting information are reviewed together, not as separate documents. That is how a credit assessor reads a file, and it is where most inconsistencies show up: a payslip that doesn't match the deposits, spending that doesn't match the declaration, a repayment with no loan behind it.

   Key findings come back in minutes.

3. 03

   Findings surfaced for your review

   Each finding says what the documents show and what may need a closer look, with the document behind it. Typical findings cover income evidence, salary packaging, observed versus declared living expenses, liabilities seen in statements and how recent each document is.

   See what BrokerDash checks
4. 04

   You clarify, confirm and prepare the file

   Use the findings to ask your client the right questions earlier, confirm supporting information and prepare the file before it goes to the lender.

   BrokerDash surfaces insights for broker review. You make every inquiry and every decision, and you stay responsible for understanding your client's circumstances.

5. 05

   Submit a cleaner file, and the data is deleted

   The aim is a submission-ready file and fewer deferrals. Borrower workspace data is automatically deleted 12 hours after the workspace is created.

   How we handle your clients' data