Simplifying the client journey.
Capture client details & pre-underwrite protection cases with ease.
Trusted by 100+ brokers
Why do we exist?
We tried everything.Then we built the fix.
Manual and in-person
Clients worn out before the advice even begins.
Word or PDF document fact finds
Confusing. Never came back fully completed.
Hours spent on hold
Unnecessary time spent on hold to providers for pre-underwriting.
Client portal platforms
Expensive and clients need to create an account before the journey can even begin.
BrokerLync
One system. All in one.
Try me
What do our fact finds
feel like?
Get a flavour of how our fact finds work and look like.
Welcome, this should take about 5 minutes.
Basic information
Smoking status
Cigarettes or mg/m.
Medical history
Heart attack, irregular heartbeat, cardiomyopathy, valve disorder or any other heart condition or heart surgery
Including any past or ongoing medication.
Have you fully recovered from your condition?
Built with smart responsive logic. Just like lender and provider applications.
Your Brand Mortgages
Protection fact find
Welcome, this should take about 10 minutes.
Your brand, front and centre
A full branded experience for your clients.
- Your logo and brand colours across every fact find link
Protection gap
Mortgage approved. Protection forgotten?
Once the mortgage offer lands, the protection conversation can sometimes get rushed or skipped. Clients walk away exposed, and you could even leave recurring commission on the table.
Client fact finds completed
Fact finds completed every month
Advisers onboarded
Live platform figures, August 2026.
Build it your way
Full and ready Mortgage & Protection Fact Finds.
Start from a ready-made fact find, or build your own from scratch. Designed to mirror lender and provider applications.
- Enhanced question sets
- Full smart logic question designs
- Easy to follow guides
Protection fact find
Draft- What is your date of birth?Date
- Do you smoke?Yes/No
- What is your annual income?Text
- Which cover are you interested in?Multiple choice
The dashboard
A glimpse into the admin dashboard.
Instant email notification on fact find submission.
Every fact find comes back to one place. All the submissions and details you need to complete your advice, whether it be a Mortgage, Protection, GI, or PMI.
- Every submission in one dashboard
- Instant email notification on completion
Form Submissions
128 submissions
Total
128
Today
3
This Week
14
Categories
6
Sarah Example
sarah@example.com
ViewProtection Fact Find
12 Jul
James Sample
james@example.com
ViewMortgage Fact Find
12 Jul
Priya Placeholder
priya@example.com
ViewRemortgage Review
11 Jul
Tom Demo
tom@example.com
ViewProtection Fact Find
10 Jul
Illustrative UI. Figures are for demonstration only.
Process in mind
Convert more prospects
- Step 0101
Send it
One link captures all the details needed to build the picture.
- Step 0202
Receive it
The completed fact find lands in your email and dashboard the moment your client submits.
- Step 0303
Apply
Walk into any appointment ready, with a completed fact find already on the table.
Frequently asked questions
Questions, answered.
- How does it help me sell more protection? +
- By embedding our links into your process at the right time, the fact find takes care of itself. You spend your time talking to clients about the things that matter, and leave the boring stuff to us.
- Are my client details secure? +
- Submissions are stored encrypted, with two-factor authentication on every account.
- Is there a free trial? +
- Yes. Every new account starts with a 14-day free trial of Pro. You'll add a card at signup but won't be charged until day 15, and you can cancel anytime.
- Do clients need to create an account? +
- No client account needed. Just send your link and off you go. The client completes the information at their own pace, and once they click submit, all the required information is in your inbox moments later, ready to go.
- How do I get started? +
- Book a demo and we will get you set up, or sign up now and start straight away.