Your account

Account & Settings

Manage your profile, company, notifications, security and preferences.
👤
Personal Details
Your name, job title and profile photo
??
Upload a profile photo
JPG or PNG, max 2 MB. Square crop recommended.
🔒
Verify Your Identity
Upload a photo ID (passport, driving licence, or national ID card) for compliance verification. Our AI will verify your details automatically.
📞
Contact & Address
How lenders and clients can reach you
✓ Verified email address
📱
Verify Your Phone Number
Verify your mobile number to enable SMS notifications and improve account security.
🏢
Company Info
Your brokerage details visible to lenders
Your Financial Conduct Authority registration number
🏢
Upload company logo
JPG or PNG, max 2 MB. Landscape ratio recommended (2:1).
🔔
Notifications
Choose how and when you receive alerts
Instant
Get notified immediately
🧠
Smart Digest
Batched when it makes sense
📅
Daily Digest
One summary email per day
Offers on your cases Recommended
Get notified when a lender makes an offer on one of your cases
Document status updates Recommended
When documents are approved, rejected, or require action
Client registrations
When a new borrower registers using your referral link
Case stage changes
When a case moves to a new stage (e.g. valuation, legal, completion)
Weekly digest
A weekly summary of your activity and performance
Marketing & product updates
News, feature announcements and tips to grow your business
💬
Communication Channels
Select how you want to be contacted
📧
Email
ON
📱
WhatsApp
OFF
💬
SMS
OFF
☎️
Phone
OFF
Quiet hours
to
⚙️
Preferences
Customise your dashboard experience
☀️
Light
🌙
Dark
💻
Auto
Compact mode
Show more data with tighter spacing
🔒
Security
Password, two-factor authentication and active sessions
🔑
Password
Last changed 3 months ago
📲
Two-factor authentication
Add an extra layer of security to your account
🚨
Login alerts
Get notified of new sign-ins to your account
Active Sessions
💻
Chrome on Windows
London, UK · Active now
This device
📱
Safari on iPhone
Manchester, UK · 2 hours ago
💻
Firefox on macOS
Birmingham, UK · 1 day ago
🛡️
Privacy & Data
Control how your data is used and shared
Analytics & usage data
Help us improve by sharing anonymous usage statistics
Share profile with lenders
Allow lenders on the platform to view your broker profile and track record
AI personalisation
Use AI to personalise your dashboard, recommendations and lender matching
Your documents are stored securely and encrypted at rest. We retain case documents for 6 years after completion in accordance with FCA regulations. You can request deletion of non-regulatory data at any time.
📄 Privacy policy
💳
Payments, Plan & Billing
Payment details for commission payouts, subscription and usage
Broker — Professional
Professional Plan
Unlimited cases, priority lender matching, advanced analytics
0
Cases managed
£0
Commission earned
Member since
Enter your bank details below to receive commission payouts. These details are stored securely and used only for payment processing.
⚠️
Danger Zone
Irreversible account actions
Pause account
Temporarily hide your profile and stop receiving new referrals. You can reactivate anytime.
Delete account
Permanently delete your account and all associated data. This cannot be undone.
Type DELETE to confirm
You have unsaved changes
Verify Identity

Upload a clear photo of your government-issued ID. Our AI will extract and verify your details automatically.

Accepted documents
Passport Driving Licence National ID
📄
Drop your ID here or click to browse
JPG, PNG or PDF — max 10 MB