AskVouch
TOURProduct tour of the broker portal — sample data, read-only. No real borrowers, firms or documents.

Broker portal · tour

Northgate Commercial Finance

Verified ✓ · sample firm

This is the pipeline board. Every funding case a broker is working on sits in one column — Collecting, Checking, Pack-ready, Submitted, Closed — and each card shows the amount, how much of the checklist is ready, whose court the deal is in, and how long it has sat still. The deals below are sample data: invented firms, invented numbers, no real borrowers. This is the same interface a broker uses on a real case, with every control switched off — you can look and click through, but nothing can be changed.

Collecting

1

Oakfield Joinery Ltd

£85,000 · Equipment

With borrower
7/13 ready54%
no movement 4dAuto-chasing

Checking

1

Harbour Lane Logistics Ltd

£140,000 · Working capital

With you
15/16 ready94%
no movement 1dChase paused

Pack-ready

1

Riverside Dental Group Ltd

£480,000 · Property / buy-to-let

With you
14/14 ready100%
moved todayChase paused

Submitted

1

Ashcombe Plant Hire Ltd

£220,000 · Vehicle / asset

With lender
12/12 ready100%
no movement 6dChase paused

Closed

0

Open Riverside Dental Group Ltd first — it is the Pack-ready case, so you can see the whole sequence in one place: the checklist filled in, what the checks found, the chase history, and the finished pack at the end.

The pack conforms to an open standard — the Lending Deal-Package Readiness schema. The field catalogue, JSON schema and worked examples are published at askvouch.com/dev.