Partners & Integrations

Compliance intelligence, inside the platforms you already use.

Curvestone embeds into existing CRM, LOS, and case management platforms — delivering automated compliance checks without changing your workflow.

OMS

£15bn+

transactional data

Pivotal

2,900+

advisers live

REST API

One call

structured results

HMRC / LR / CH

Native

data sources

Embedded across the UK lending stack

  • Finova
  • OMS
  • PRIMIS
  • Twenty7Tec
  • Iress
  • HMRC
  • Land Registry
  • Companies House
  • Open Banking
  • Experian
  • Equifax
  • TransUnion

Distribution Partners

OMS

Distribution partner

“Specialist brokers, packagers, and bridging / commercial lenders.”

Curvestone's deepest integration. OMS serves specialist brokers, packagers, and bridging / commercial lenders with £15bn+ in transactional data flowing through the platform. Cases submitted through OMS are automatically routed to Curvestone for compliance checking, with results returned directly to the OMS workflow. Standard and enterprise check tiers available.

£15bn+

Transactional data

4

Asset classes

Live

In production

Bridging Commercial Second charge BTL

Technology Integrations

Connect to anything you already use.

CRM / Case Management

Major UK CRMs

Integrates seamlessly with the major CRM and case management platforms used across the mortgage and lending industry.

Loan Origination Systems

Enterprise LOS

Connects directly with leading enterprise loan origination platforms to automate compliance checks within your existing workflow.

Sourcing & Criteria

Sourcing networks

Sits alongside the industry's primary sourcing networks and criteria engines to ensure data flows continuously through your tech stack.

Data Sources

HMRC · Land Registry · Companies House · Open Banking

Pulls directly from authoritative sources via partners and APIs — validating figures across documents and external data.

Developer API

One API call. Structured results back.

Trigger types for document-check,pre-submission-check, and post-submission-check. Auth via API key header. Full API documentation available under NDA.

POST /crm-compliance-connector/{env}/{crm-provider}/receive-trigger

{ "trigger": "post-submission-check", "case_id": "CS-8821" }

// Response (async):
{ "grade": "pass", "issues": [], "evidence_url": "…" }

Inside your partner stack

Cases flow through. Decisions flow back.

Every partner — OMS, Finova, Twenty7Tec, Iress — triggers Curvestone when a case reaches the agreed stage. Curvestone ingests the pack, runs the policy checks, and returns a signed decision back into the same workflow.

£15bn+

Via OMS

0+

Advisers

1 day

Integration

CurvestoneAI

Personal chat Lease crawler Projects Workflows

MR

Partner-routed cases

Collaborative Workflow Management

54

Inbound

9

Running

45

Returned

2m

Avg.

ID Workflow Client Current Step Days Owner Priority
WF-1005 Letters Workflow Client U9 Obtain Third Party Quotes 20 JJames Miller Open
WF-1006 Letters Workflow Client U9 Generate Recommendation 14 JJames Miller High
WF-1008 Review Workflow Client U9 Obtain Third Party Quotes 13 DDavid Brown Host
WF-1009 Review Workflow Client U9 Generate Planning Summary 11 EEmma Thompson Closed

Curvestone does not replace your CRM or LOS. It sits alongside.

Your system triggers Curvestone when a case reaches a defined stage. Curvestone ingests the document pack, runs compliance checks, and returns structured results via API — ready to auto-populate screens, trigger remediation, or route to human review.

£15bn+

Transactional data through OMS integration

2,900+

Advisers reached via distribution

1-2 weeks

Typical integration time

Become a Partner

Partner with Curvestone.

If you build or operate platforms for regulated financial services — CRMs, origination systems, or compliance tools — Curvestone can embed compliance intelligence directly into your product.

  • · API integration support and developer documentation
  • · Co-marketing and joint client engagement
  • · Revenue share on cases processed through your platform
  • · Dedicated partner engineering support

See the integration in action.

15-minute technical demo showing how Curvestone connects to your existing platform — via native connector or REST API.

Book a Demo