Every case moving. Every remortgage won.
From the first enquiry to completion, and back again when the deal ends: every case, document and date in one place.
The case is simple. Getting the payslips isn’t.
Documents by every route
Payslips by email, bank statements by WhatsApp, ID “at the weekend”.
Remortgage dates missed
Deals end, and a past client goes straight to their bank.
Enquiries waiting overnight
A buyer enquires at 9pm and calls three brokers by 10am.
Documents in, without the chasing.
Send a form that asks for payslips, bank statements and ID. Clients upload them from their phone, and everything lands on the case.
- No login needed to upload
- Files kept on the client’s record
- WhatsApp and email in one inbox
Every case on one board.
Move each case through your own stages, from fact-find to completion, with who’s on it and the next step. Ask Doodali which cases are stuck.
- Your own stages per type of case
- Notes and files on every case
- Follow-ups so nothing stalls
Be first when the deal ends.
Set a follow-up on each client for a few months before their deal ends, and it appears in your list on the day. Keep in touch in between with newsletters.
- A daily email of who’s due
- Newsletters with consent looked after
- Introducers and referrals tracked in the pipeline
Everything, for £19.99 a month.
Unlimited users and every feature. No tiers, nothing to upgrade to.
Doodali for other businesses
Questions,
answered.
Anything else, ask, a real person replies.
Does it source mortgages or submit applications?
No. Keep your sourcing system and lender portals. Doodali handles enquiries, documents, the case board, follow-ups and your team.
Does it handle FCA compliance?
No. Doodali doesn’t check advice or keep you compliant. It keeps each client’s emails, files, forms and notes together, so they’re easy to find.
Can estate agents refer clients to me?
Yes. Give them a referral form, or a link to book a call. Each referral lands in your inbox and pipeline with where it came from.
How much does it cost?
£19.99 a month plus VAT, with unlimited users, so a team of eight brokers costs the same as a team of one. Every feature is included, and there’s a 14-day free trial with no card needed.
Every case moving. Every client back.
Bring one business across and see how it feels. If it isn’t better than what you have now, nothing’s lost.