Modernise
The Way
You Advise

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A Portal for Mortgage
& Insurance Advisers

All the information you need to advise your clients, secure in one place, on any screen, at any time, anywhere.

The modern digital way to organise your advice process - clients, cases, documents & conversations, all neatly and securely tied together - a digital folder; Binder.

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Case Management

All your clients, all their mortgage and insurance cases past and present, stored in a searchable form, accessible on desktop, tablet and mobile devices, wherever you are.

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Document Management

Simply tick a few boxes to request all relevant documents from your clients. Your client uploads the documents you need directly to Binder using a secure process. Documents are stored encrypted and can only be accessed by the people that need them.

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Live Chat

Chat with your clients in real-time, keeping communication secure and stored alongside the case. Avoid a proliferation of email, SMS and WhatsApp messages.

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And lots more...


See a list of all Binder features on the features page or take a look at the user guides for more in-depth instruction on how to use Binder.

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