FirstAboardFact-find software for mortgage brokers
The mortgage broker’s fact-find, finished before the first meeting
Send one secure link and let clients complete their entire application on their phone: details, financials, documents and a signed compliance pack. You walk into the appointment with everything already in hand, and push it straight into Salestrekker.
Free for a limited time. We are opening it up a few brokers at a time.
Everything a full fact-find needs, in one link
Personal details, dependants, employment, assets, liabilities and expenses, the documents that go with them, and the signatures. Collected before you meet, not after.
Personal details and dependants
Who they are, where they live, who depends on them. Joint applicants each get their own private link and answer their own questions.
Employment and income
Their job and what it pays. Upload a payslip and FirstAboard reads the income off it, ready for you to check and confirm.
Assets, liabilities and expenses
What they own, what they owe and what they spend, laid out the way you need it for the assessment.
A document checklist that fits them
The list is built from their answers, so a client is only asked for what applies to them. Extra requests go out by email and SMS.
Bank connection, the safe way
Clients connect their bank through an open-banking link you add yourself, from Frollo or any CDR provider you prefer. Consent-based, no passwords shared with you.
Credit guide and privacy consent, signed
Your credit guide is signed inside the fact-find. The signed copy and the signing certificate stay on the file.
Designed to be finished
Built so clients actually get to the end
A fact-find only helps if it comes back. This one is built for a phone, and it does its own chasing.
One question at a time, on their phone
A single question per screen with a progress bar, never a long form. They complete it at their own pace, and far more of them reach the end.
Reminders that do the chasing
Automatic reminder emails nudge clients who stall, with settings you control. You can ask Claude who is still missing documents and have it chase them.
Your brand on the link
White-labelled with your logo and details, sent by email, with a clean summary back to you.
From the fact-find to your CRM
Into Salestrekker without retyping the file
The part of the job that used to eat an afternoon. Pick the loan, and the write-up and the data entry are done for you.
Straight into Salestrekker
Push the client’s fact-find into your Salestrekker deal: the applicants, their finances, needs and objectives, product requirements and your compliance notes. Documents stay in FirstAboard, and nothing is lodged.
Compliance notes, drafted for you
Once you have picked the loan, ask Claude to draft all eight compliance notes from the file and your meeting notes, ready for you to check.
Quickli scenario, one click away
Link the client’s Quickli scenario to their file so the numbers are right there. Quickli does not take data from FirstAboard, so it is a link, not a push.
Now run it from Claude
Connect your own Claude to FirstAboard and hand it the busywork. You choose what it may do, and anything it sends to a client starts as a preview.
- Send invitations, reminders and document requests, each one previewed first
- Ask what’s missing, what’s signed and what’s ready on a file
- Have Claude draft the compliance notes, then push them to Salestrekker with the fact-find
- See what Claude can do
Security
Your clients’ ID and income, protected like a bank would
Tokenised links, per-broker isolation, encrypted storage and audit logging. Each client sees only their own flow.
- Encrypted in transit and at rest
- Each broker sees only their own clients
- Passkey sign-in, no password to phish
- An append-only audit trail of sensitive actions
Questions mortgage brokers ask
What is a fact-find, in mortgage broking?
The fact-find is the full picture a broker collects about a client before recommending a loan: who they are, what they earn, what they own and owe, what they spend, and what they want the loan to do. FirstAboard turns it into one secure link the client completes on their phone.
Does FirstAboard work with Salestrekker?
Yes. Push the client’s fact-find into your Salestrekker deal, with your compliance notes. Documents and the signed credit guide stay in FirstAboard, and nothing is lodged.
Does it work with Quickli?
You can link a client’s Quickli scenario to their file so the numbers are one click away. Quickli does not take data from FirstAboard, so it is a link, not a push.
Can a couple fill it in separately?
Yes. Each applicant gets their own private link, answers their own questions and signs for themselves. You can add a second applicant to a file later.
Does it read payslips?
Yes. FirstAboard reads a client’s uploaded payslips and pulls out the income, ready for you to check and confirm.
Can clients sign my credit guide in it?
Yes. Clients sign your credit guide inside the fact-find, and the signed copy and the signing certificate stay on the file.
What about documents the client forgets?
The document checklist is built from the client’s answers, so they are only asked for what applies to them. Automatic reminders nudge clients who stall, and you can send a request for a specific document by email and SMS.
Is it white-labelled?
Yes. The link carries your logo and details, and you get a clean, branded summary back, including a PDF summary of everything the client entered.
Can I run it from Claude?
Yes. Connect your own Claude to FirstAboard and ask it to send invitations, chase documents, pull the income off payslips, draft the compliance notes and push the deal to Salestrekker. Anything going to a client starts as a preview, and you choose its permissions.
What does it cost?
FirstAboard is free for a limited time, with no seats, no per-envelope signing fees and no card needed. We are letting brokers on a few at a time.
Guides for mortgage brokers
The mortgage broker fact-find: what to collect, and how to get it back before the first meeting
What a complete fact-find covers, the documents that go with it, and a way to have clients finish it on their phone before you meet.
Read the guide →Joint applications: collecting both applicants’ details without the back-and-forth
Why one shared form goes wrong for couples and co-borrowers, and how a private link for each applicant fixes it.
Read the guide →Chasing documents: a system for mortgage brokers who would rather not
A checklist that matches the client, requests inside the fact-find, automatic reminders, and one place where everything lands.
Read the guide →Walk into the first meeting with the file done
FirstAboard is free for a limited time. We are letting brokers on a few at a time, so leave your details and we’ll be in touch.