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Your application is in a different system.Brokers
Brokers engaged in loans and mortgages get faster decisions, better rates and a seamless experience for their customers. Join ORDN for access to your own, white-labelled sourcing system and do away with fragments of technology.
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client-crm / cases / property-financeSeparate account
YOUR CLIENT'S CASE
Property finance
Loan amount£750,000
SecurityResidential
Case statusWaiting on updates
EnquirySourcingApplicationCompletion
Client details saved here.
Now enter them again in the lender's portal.
Latest activity
Client documents received09:12
Application opened in another system09:24
Still chasing a progress update10:38
Case documents
4 files · 2 outstanding| Document | Version | Shared with | Status |
|---|---|---|---|
| PDF Bank statements | v4 | Lender | Resend required |
| PDF Proof of address | v2 | Identity checks | Awaiting upload |
| PDF Property details | v1 | Valuation agent | Received |
| PDF Loan application | v3 | Lender portal | Under review |
Completion checklist
2 / 5✓ Client information collected
✓ Product shortlisted
Confirm valuation access
Resolve legal enquiries
Agree completion date
Broker notes
Today10:38 · Follow-upCalled lender for an update. Awaiting a response.
11:05 · DocumentsCheck that the solicitor has the latest statements.
Next action: confirm outstanding items
Case #PF-2048Last updated today at 11:05Updates entered manually
Identity verification
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One more step before the next step.Inbox24 unread
DOCUMENTS OUTSTANDING
Can you resend that?
Solicitor · Re: Property finance
Please send the latest bank statements. The lender has a different version.Meanwhile, your client is waiting.
Missed call · LenderPlease call us back about this case.
3Upload failedFile too large. Please try again.
Which is the latest?Statements_FINAL_v4.pdf
Solicitor · UrgentStill waiting for your instructions.
Has anyone heard back from the lender?
Checking another portal now.
Incoming callValuation agentAccess still to be arranged
☎Can we still complete this week?
Waiting for the legal update.
“Please call us about the revised terms.”
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Replace the fragmented ecosystem that you currently use to source products, onboard clients and key in lender applications with ORDN's complete solution unifying all your needs into a single web app.
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ORDN's decision engine, in-house valuation and legal completion capabilities ensure your deals get funded 3x faster. We aim to complete 99% cases within 4 weeks of application.
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