# Brokers

## Submit right, first time.
Check your case files before they go to the lender or network. Missing documents, compliance gaps, and suitability issues — caught in minutes, not hours.

## The problem
### Every hour checking files is an hour not spent with clients.
Every case file needs checking before submission. Missing documents, incomplete fact finds, compliance gaps — if you catch them, they cost you time. If you don't, they cost you more: rejected submissions, lender delays, cases sitting in a queue.

For a busy broker handling 100+ cases a month, manual compliance checking is a full-time job on top of your actual full-time job. And when you're building the case in your CRM, there's no easy way to check “is this ready to submit?” before pressing send.

## Solution
### Curvestone checks your file before you submit it.
Triggered inside your CRM as you build the case, Curvestone runs a pre-submission readiness review — so files arrive at the lender or network already closer to “right first time.”

- Are all required documents present for this type of case?
- Are key fact-find fields completed — needs, objectives, term, repayment strategy?
- Is there a clear rationale linking your recommendation to the customer's needs?
- Have affordability and vulnerability considerations been addressed where relevant?

You see a traffic-light result: ready to submit / minor gaps / major issues. Fix what's flagged. Submit with confidence.

## How it works
### From case file to clear traffic light in minutes.
01
### Trigger from your CRM
As you build the case in your CRM or sourcing tool — trigger Curvestone to check the file.

02
### File checked in minutes
Every document is read and checked against compliance criteria. Photos, scans, emails, protected PDFs — all handled. 1-3 minutes.

03
### Traffic-light result
See what's ready, what's flagged, and what's missing. Clear, actionable findings with evidence references.

04
### Submit with confidence
Fix any gaps and send your case knowing the file is complete, compliant, and ready for underwriting. No surprises. No resubmissions.

## Benefits
### Built to disappear into how you already work.
### Save hours every week
Automated checking in minutes replaces manual reviews that take an hour or more per case.

### Fewer rejected submissions
Catch missing documents and compliance gaps before the lender or network does. Less back-and-forth. Faster completions.

### Consistent quality
Same checks, same standards, every case. No relying on memory or incomplete checklists.

### 99%+ accuracy
Matches or exceeds manual compliance checking — proven across thousands of case files in production.

### Works with your CRM
Integrates with major mortgage CRMs and case management systems. Fits how you already work.

### Every document type handled
Phone photos of payslips, scanned bank statements, emailed ID, password-protected PDFs. Curvestone reads what you send.

## Access
### Access through your network — or direct.
Many brokers access Curvestone through their mortgage network as a pre-submission checking tool. If your network already uses Curvestone, speak to your compliance team about getting access. Not sure if your network uses Curvestone? Get in touch and we'll check.

## Stop spending hours on case checking.
See how Curvestone validates a case file in under 3 minutes.