Your clients deserve a better way to share documents.
SwiftPortal gives mortgage brokers a branded portal to collect, track and manage client documents — from first contact to offer.
No credit card required. Free plan available.
How it works
Up and running in minutes
Three steps between you and a professional client experience.
Open a case
Create a case for each mortgage application in under a minute. Set the loan type and invite your client instantly.
Client uploads their documents
Your client gets a clean, branded portal link. They upload documents directly — no email attachments, no WhatsApp chaos.
You review and progress the case
See exactly what's been uploaded, what's outstanding, and progress the case — all from your dashboard.
Features
Everything you need to deliver professionally
Branded client portal
Every client gets a portal at your subdomain. Your logo, your colours — looks like you built it.
Case management
Organise applications by loan type — Residential Purchase, Remortgage, or Buy-to-Let. Every document in one place.
Document tracking
See at a glance what's been uploaded and what's still outstanding for every case.
Magic link access
Clients access their portal with a single email link — no passwords, no app to download.
Secure file storage
All documents stored securely with private, signed download URLs. Never accessible without authentication.
Automated reminders
Outstanding documents trigger automatic email reminders to your client — without you lifting a finger.
Ready to collect documents without the chaos?
Join mortgage brokers already using SwiftPortal to close cases faster.