Simplifying the client journey.

Capture client details & pre-underwrite protection cases with ease.

Book a demo Get 14-day free trial

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.

See 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

Full name

Smoking status

On average, how much do/did you smoke each day?

Cigarettes or mg/m.

What is your employment status?

What is your living status?

Current remaining mortgage amount?

Current remaining mortgage term?

Medical history

Heart attack, irregular heartbeat, cardiomyopathy, valve disorder or any other heart condition or heart surgery

What is the name of your condition?

When did you first get diagnosed?

When did you last experience symptoms or have any concerns?

Please provide any further details.

Including any past or ongoing medication.

Have you fully recovered from your condition?

Built with smart responsive logic. Just like lender and provider applications.

Pre-UnderwritingNew

One search. Every provider.

Search a medical condition and see how each provider is likely to treat it for Life, Critical illness and Income protection, before you apply.

93 conditions and 250 scenarios
15 UK providers side by side
BMI lookup

Explore Pre-Underwriting

Pre-Underwriting

Illustrative

Follow-up question

How would you describe your client's asthma?

Indicative results

Sample of 5 providers. The full tool covers 15.

Illustrative outcomes for Asthma, moderate
Provider	Life	Critical illness	Income protection
Provider A	Standard	Standard	+50%
Provider B	Standard	Exclusion	Decline
Provider C	Standard	Standard	Standard
Provider D	+50%	Refer	Decline
Provider E	Standard	+25%	Exclusion

Provider A
LifeStandardCIStandardIP+50%
Provider B
LifeStandardCIExclusionIPDecline
Provider C
LifeStandardCIStandardIPStandard
Provider D
Life+50%CIReferIPDecline
Provider E
LifeStandardCI+25%IPExclusion

Standard terms
Rating or exclusion
Decline or postpone
Refer to underwriter

Illustrative example. Outcomes are invented and do not represent any provider's terms.

Your Logo

Your Brand Mortgages

Protection fact find

Welcome, this should take about 10 minutes.

Your details

Your health

Your cover

Brand colour

Your brand, front and centre

A full branded experience for your clients.

Your logo and brand colours across every fact find link

Set branding up once, applied everywhere

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.

1,350+

Client fact finds completed

300+

Fact finds completed every month

100+

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

Add a question

TextYes/NoMultiple choiceDate

Required

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

This Week

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.

What is Pre-Underwriting?+

Pre-Underwriting lets you search a medical condition and see how each provider is likely to treat it for Life, Critical illness and Income protection, before you apply. It is included in Pro. Results are indicative, and final terms are always set by each provider's underwriters.

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.