FirstAboardClient onboarding, done right.
Collect everything you need from a new client - details, documents, photos and e-signatures - through one secure, white-labelled link. They complete it on their phone; you get a clean summary back. And now you can ask Claude to do the chasing.
Free for a limited time. We are opening it up a few brokers at a time. Request access
Your onboarding, run from a conversation
Connect your own Claude and ask it to do the jobs that eat your day. Claude can use 74 tools inside FirstAboard, from sending the fact-find to pushing the deal into Salestrekker.
- Send invitations, reminders and document requests, each one previewed first
- Pull the income off payslips for you to confirm
- Draft all eight compliance notes once you’ve picked the loan
- Push the fact-find and compliance notes into Salestrekker
- You pick its permissions, and you can switch it off any time
Pull up the Lees’ file and link their Quickli scenario.
FirstAboard · Read the file · Linked QuickliJoint application, both incomes confirmed from payslips, one car loan, deposit from savings. Their Quickli scenario is now linked to the file.
We’re going with the 30-year variable. Write up the compliance notes.
FirstAboard · Wrote the compliance notesCompliance notes, drafted from the file
All eight are on the file for you to check.
Read them, all good. Push it to Salestrekker.
FirstAboard · Prepared a Salestrekker previewSalestrekker deal: Jordan & Casey Lee
Applicants, assets, liabilities, income, expenses, needs and objectives, product requirements, compliance comments
Nothing is lodged. Send it?
Go.
Done. The Lees’ deal is up to date in Salestrekker, ready for your review.
Everything in one link
Structured intake, document and photo collection and e-sign - combined. Typeform can't sign; DocuSign can't collect. FirstAboard does both, your brand on top.
Structured intake
Ask exactly what you need with a no-code workflow you control - questions, sections, conditional steps.
Document & photo capture
Clients upload files or snap photos on their phone - payslips, statements, or a car for an insurance quote.
Open banking
Clients connect their bank through a secure open-banking link you add yourself - Frollo, or any CDR provider you prefer. Consent-based, no passwords shared with you.
E-signatures
Send documents for signing inside the same flow - no third-party signing tool, no per-envelope fees.
Private & secure
Tokenised links, per-broker isolation, encrypted storage and audit logging. Each client sees only their own flow.
Your brand, their phone
White-labelled with your logo and details, mobile-first, sendable by email - with a clean summary back to you.
Designed to be finished
One question at a time
Clients see a single question per screen, with a progress bar - never a long, intimidating form. It feels effortless, so far more of them reach the end.
- No walls of fields - just one clear question, then the next
- A progress bar that shows the finish line
- Built mobile-first, so it feels easy on a phone
What's your current residential address?
One question per screen - no endless forms.
Open banking
Add your bank - the safe way
Instead of emailing statements or sharing logins, your client opens a secure open-banking link - one you add yourself, from Frollo or any other CDR-accredited provider. It's the bank-grade way to share finances, only ever with their consent.
- You choose the provider - Frollo, or any open-banking link you prefer
- Consent-based and bank-grade, built on Australia's Consumer Data Right
- One tap for your client, right inside the same flow
Connect your bank
Securely, through your open-banking link
Bank-grade open banking · Consumer Data Right (CDR)
Built-in e-sign
Sign on the spot - free
Documents that need signing appear right inside the flow. Your client signs in seconds with FirstAboard Sign - our own e-signer, included free. No third-party tool, no per-signature fees.
- No DocuSign account, no per-envelope charges
- Signed inside the same secure link
- Included free with every FirstAboard plan
Sign here
Powered by FirstAboard Sign
Made for mortgage brokers
From the first call to your CRM, without the chasing
The jobs that used to fill your afternoons, built in.
Joint applications, done properly
Each applicant gets their own link, answers their own questions and signs for themselves. Need to add a second applicant later? You can.
A checklist that builds itself
The document list is built from your client’s answers, so they’re only asked for what applies to them.
Payslips read for you
FirstAboard reads your client’s payslips and pulls out the income, ready for you to check and confirm.
Your credit guide, signed in the flow
Clients sign your credit guide inside the fact-find, and the signed copy and signing certificate stay on the file.
Reminders that do the chasing
Automatic reminder emails nudge clients who stall, with settings you control, and document requests go out by email and SMS.
Straight into Salestrekker
Push the client’s fact-find into your Salestrekker deal, and link their Quickli scenario to the file.
Security built in from day one
Your clients trust you with some of the most sensitive information there is - their ID, their income, their finances. We protect it with the same kind of safeguards a bank expects, and we never sell your data.
Encrypted end to end
Everything is encrypted in transit and at rest - unreadable while it travels and while it sits in storage.
Isolated per broker
Strict database access rules mean each broker can only ever see their own clients - never anyone else’s.
Passwordless sign-in
Brokers sign in with a passkey - Face ID, a fingerprint or a device PIN - so there’s no password to phish, leak or guess.
Full audit trail
Sensitive actions are logged in an append-only record, so there is always a trail of who did what.
Attack protection
Rate limiting and monitoring block brute-force attempts and automated abuse before they get anywhere.
Trusted infrastructure
Hosted on Supabase and Vercel with private, locked-down file storage - none of it is publicly reachable.
Every connection runs over HTTPS (TLS)- the same padlock your bank's website uses - and we're working towards SOC 2, the recognised independent security standard, as we grow.
How it works
Build your flow
Pick a starting workflow for your industry and tailor it - add questions, document requests and signing steps. No code.
Send the link
Invite a client with a secure, tokenised link. They complete it on their phone, at their own pace.
Get it back
Everything lands in one place - a clean, branded summary plus every document, photo and signature.
Or just ask Claude
Connect your own Claude and do the inviting, chasing, checking and updating from a conversation.
Built for your industry
Mortgage brokers
A complete fact-find - personal details, financials, documents and a signed compliance pack - collected before your first appointment.
Learn more →Insurance brokers
Photo and document collection for quotes and claims - vehicle photos, registration and more - captured on the client's phone in minutes.
Learn more →Guides for mortgage brokers: the fact-find, joint applications, chasing documents
Ready to stop chasing paperwork?
FirstAboard is free for a limited time. We are letting brokers on a few at a time - leave your details and we’ll be in touch.