Know when a declined client is ready to come back.
You tell someone what to fix, and then you lose them. Six months later they are mortgage-ready and someone else writes the case. Pipeline holds every lead you cannot place yet — declined at DIP, or simply not ready — against their real blockers, and tells you who to chase and when.
The case you already won, twice
Every brokerage has a list of people it could not place. Some failed at DIP, most were just early. They get told to fix the utilisation, wait out a default, save another few thousand — and then they are on their own, and so is the case.
Nothing in a CRM tells you when that person became placeable. A diary note set six months out is a guess. This holds the actual blockers, moves them as the figures change, and puts the client in front of you on the week you chose to look again.
Three things, and nothing else to learn
Set the blockers
Nine checks across credit file, deposit and bank conduct — the things that actually stop an application, not a fact-find repeated. Nine more sit switched off until you want them, and every one can be reworded to your firm's language. The paperwork list adapts to employed or self-employed.
They update themselves
Your client gets a page in your branding showing their next three steps. On the hosted tier they tap an answer on their phone and your record updates on its own. On your own machines they send a short code and you approve it. Your notes, stages and dates are never touched by their update.
One screen for the week
Who is due, who is overdue, and who has no follow-up date at all — with the chase message already written from their live blockers. Plus a progress report in your branding to send them.
A page they actually open
Not a portal, not a login. A link in a text, in your firm's colours, that shows them exactly three things to do next and lets them tell you when they've done one.
- Tap Done on their phone — your pipeline moves within seconds
- Their own private toolkit alongside it: budget tracker, dispute letters, 90-day plan — none of it reaches you
- Progress ring, encouragement, one line per check — built to be finished, not filed
- Every figure labelled as client-reported and unverified, on their page and on yours
What it is not
Compliance will ask. These are the answers.
Two ways to run it
Same software either way. The difference is where your client data lives — and that is a decision about your firm, not about features.
On your machines
Everything stays on your own computers. We never hold your client data, so there is no processing agreement to sign and nothing of yours on anyone else's server.
- The full pipeline, chase list, client pages and branded reports
- Runs in the browser with nothing to install, and works offline
- Share one file through Dropbox, OneDrive or a network drive
- Optional passcode encrypts records on the machine
- Your backups are yours to take
Suits a firm that would rather nothing left the building.
Ask about this tierHosted
We hold it for you. Sign in on any machine and your pipeline is there — and your clients' pages update your records on their own.
- The same pipeline, chase list, client pages and branded reports
- Live client links: they tap an answer, your pipeline moves within seconds
- A private toolkit for every client, in your branding
- Sync across every adviser and device, no folder discipline
- Sign in by email link — no passwords to reset
- Data processing agreement included, full export whenever you want one
Suits a firm with advisers in more than one place, or one that wants clients keeping their own page up to date.
Set us upPrices exclude VAT. Both tiers are live today; the demo is the hosted version.
Credit Sorted, Southampton
Credit Sorted started on the consumer side: one crashed credit file, no useful help, and the months of UK credit law it took to fix it. That became the Credit Action Plan — a 90-day, week-by-week plan people use to get their own file mortgage-ready, often after a broker has told them "come back when it's sorted."
Pipeline is the other half of that conversation. The same people, seen from the broker's side: who is fixing what, and when they'll be ready. Built and run by one person with a background in financial services compliance. No outside money, no sales team. The email below reaches that person, and they answer it.
New, and honest about it. Pipeline went live in September 2026. There are no customer logos on this page because there are no customers to put on it yet. That is why the demo is the full product with invented clients, why the first firms in get set up by hand, and why the price is what it is.
Three steps, no sales call
You email, or book 20 minutes
Say which tier and roughly how many advisers. If you have parked cases in a spreadsheet, mention it — they can be imported.
Set up the same day
Your firm's name and colours go in, your advisers get a sign-in link by email, and the data processing agreement comes with it. Nothing to install.
First client on it within the hour
Add one parked case, send them their link, watch it update. If it isn't what you thought, say so — cancel any month, take your export with you.
Have a look
The demo is the real thing with invented clients — open it, click about, print a report. Then send an email and we will set it up with your own parked cases.