Whether you advise clients, oversee advisers or lend the money, First Step gives you the workflows, data and reporting your role needs, all on one platform.
For directly authorised firms, from sole traders to multi-office brokerages.
Outcome: Less admin per case, and a file that's ready for compliance review the moment it completes.
Oversight across hundreds of advisers without slowing any of them down.
Outcome: Live visibility of risk and pipeline across every appointed representative.
A modern intermediary channel without replacing your core banking system.
Outcome: Complete, structured submissions that move straight into underwriting.
For brokers and lenders working in commercial, company buy-to-let, bridging and development finance.
Outcome: Complex cases modelled properly, not squeezed into residential screens.
A structured rollout, run by people who know mortgage operations, so your team keeps writing business while you switch.
We map your current process, systems and the data you need to keep.
Workflows, permissions, document templates and branding set up for your firm.
Clients, cases and documents moved across from your existing CRM.
Role-based onboarding for advisers, administrators and compliance teams.
A named customer success manager and UK-based support from day one.
Tell us how your firm works today and we'll show you the same process running on First Step.