Coming 2027

A client portal, branded to your business.

The Broker Codex client portal is a client education portal for finance brokers, branded to your own business. Give your clients a branded space to learn, track their application, and understand the finance process, all under your business name.

Your expertise. Your brand. Their clarity.

• Branded entirely to you: Your logo, your colours, your domain. Clients see your brand, not ours. You look like you built it.
• Client education content: Pre-built modules explaining mortgages, the application process, what documents are needed, and how lending decisions are made. Written by brokers, for clients.
• Application tracking: Give clients a simple view of where their application is at. Less chasing, fewer "just checking in" messages.
• Milestone notifications: Automated messages when key milestones are reached. Keeps clients informed without adding to your workload.

Be first to know when the client portal launches.

Leave your email and we will let you know when the client portal is ready for early access brokers. No spam, no commitment.