Keep track of lender panel and framework renewals and returns in one place
We take off your hands: keeping on top of every panel and framework renewal date, document and return, and pulling the paperwork together.
You get: a calendar of every panel and framework, renewal packs with PI certificates and policies, and draft returns, ready for a partner to approve.
Get a price for thisOr check first: Are we ready for AI?
The problem
We nearly dropped off a lender panel because the renewal paperwork slipped.
How it works
What comes in
- Panel and framework terms, PI certificates, accounts, policies, job data for returns
What AI does
Tracks dates and requirements, assembles documents, drafts returns and submissions.
What you get
- Panel calendar, renewal packs and draft MI returns
Who signs it off
Your partners approve every submission before it goes in.
What it needs to work
- Panel and framework requirements documented
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Surveyors and cost consultants
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?