Mortgage progress tracking
built for UK brokers
Keep buyers informed, solicitors on track, and your firm FCA Consumer Duty compliant — all in one place.
Currently piloting with UK mortgage brokers
Keep buyers informed, solicitors on track, and your firm FCA Consumer Duty compliant — all in one place.
Currently piloting with UK mortgage brokers
Everything in one place
Track every case from Offer Accepted to Completion. Update stages in seconds. Your whole pipeline on one screen.
Every update is logged automatically into an immutable audit trail. Export your FCA Consumer Duty report with one click.
Your clients get a personal progress page in plain English. No login needed. Fewer “where is my case?” calls.
Simple by design
Add a property address, buyer name, and lender. ProofTrail creates your 10-stage timeline instantly.
Tap a stage, select a status, add a note. Your buyer is notified automatically. Takes under 10 seconds.
Export your Consumer Duty report at any time. A complete, timestamped audit trail ready for FCA review.