Everything you need to keep clients in the loop
One tool that does the chasing for you — automatically.
A live link for every client
Each client gets a unique private link. They see ticked stages, what's happening now, and what's next — no app to download, works on any phone.
Automatic progress emails
Move a case to the next stage and your client is emailed instantly — from your own address, with your branding. They can reply straight back.
Your brand throughout
Your firm name, colours and contact details on every page. Clients only ever see your business — never CaseFlow.
Lender credit matching
Upload a client's credit profile and instantly see which lenders are likely to accept, which need review, and which to avoid — based on live lending criteria across 60+ lenders.
Protection referrals
Send protection review requests to clients directly from the case file, keeping the conversation and compliance trail in one place.
Firm & multi-adviser
Managing a team? One firm subscription covers up to 6 advisers plus admin, with simple per-seat pricing as you grow.
Up and running in minutes
No complex setup, no IT department needed.
Create your account
Sign up, add your branding (name, colour, logo) and connect your email in Settings.
Add a case
Enter your client's name, email and the key mortgage details — takes under 60 seconds.
Share their link
CaseFlow generates a unique private link. Send it once — clients bookmark it and check it whenever they want.
Update as you go
Click to move the case to the next stage. Your client is emailed automatically. No more "any update?" calls.
What your client sees
A clean, reassuring progress tracker showing exactly where their mortgage is — updated live every time you move the case forward. No login, no app, just a link.
Know which lenders will accept before you apply
Upload your client's credit report and CaseFlow instantly cross-references it against the lending criteria of 60+ UK lenders — highlighting who's likely to accept, who needs further review, and who to avoid. Fewer declined applications, faster decisions.
Simple, transparent pricing
Start with a 7-day free trial. No payment details until day 8.
Locked in for life. Only a handful of founding slots remaining — price goes to £19.99 once they're gone.
- Unlimited cases
- Live client progress tracker
- Auto email updates
- Lender credit matching (60+ lenders)
- Protection referral tool
- Your full branding
- Price locked forever
Full access for a single adviser. Everything you need to keep every client updated automatically.
- Unlimited cases
- Live client progress tracker
- Auto email updates
- Lender credit matching (60+ lenders)
- Protection referral tool
- Your full branding
Covers the firm plus up to 6 advisers and an admin. Add more advisers at £9.99/month each.
- Everything in Individual
- Up to 6 advisers + 1 admin included
- Additional advisers at £9.99/month
- Centralised firm management
- Single billing for the whole team
- 7-day free trial included
Common questions
Everything you need to know before you start.
No. Each client gets a unique private link — they just click it on any device and see their progress. No download, no login, no friction.
You enter your client's credit profile details (CCJs, defaults, missed payments, etc.) into CaseFlow's credit tool. It instantly cross-references against the published lending criteria of 60+ UK lenders and shows you a traffic-light result — who's likely to accept, who needs review, and who to avoid.
Yes. Connect your existing business email (including Outlook 365 and Gmail) in Settings. Update emails go out from your address so clients always recognise them.
After 7 days, your subscription starts and your card is charged. You can cancel at any time before then with no cost. Founding member pricing (£9.99/month) is locked in for life once your trial converts.
Yes. CaseFlow is registered with the ICO (ZC154722) and built to UK data protection standards. Client data is encrypted in transit and at rest. See our Privacy Policy for full details.
The firm plan covers your whole brokerage under one subscription — £49.99/month for the firm plus up to 6 advisers and an admin. Each additional adviser is £9.99/month. The firm owner manages billing centrally. Everyone gets full access to all features including the lender credit tool.