Cloudcase
    Channels
    Broker portal

    Broker lodgementwithout fragmentation

    Structured lodgement, workflow-aligned status, and aggregator integrations: powered by the same configured workflow and consistent policy evaluation as your direct channel.

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    Pipeline & status visibility

    Every submission, every stage, in one board

    Brokers see exactly where each case sits and what is required next: no email chains, no phone tag, no guesswork.

    Cloudcase Broker · Connective · My pipeline

    New lodgement
    Draft3

    Nguyen

    $520k · Owner-occ

    Lodged5

    Smith family

    $630k · Owner-occ

    Patel

    $410k · Investment

    Assessing4

    Okafor

    $880k · Owner-occ

    Approved7

    Rossi

    $295k · Refinance

    Chen

    $740k · Owner-occ

    Okafor · home loan BR-7H94K2

    Awaiting valuation

    Policy match

    ✓ Owner-occ · 80% LVR

    Aggregator

    Connective

    Required next

    Valuation report

    Status aligned to workflow stagesRequired actions shown inlineInline policy match on lodgementDocuments against explicit conditions

    Configure once, run every channel

    The broker portal is a front door onto the same engine, so assessment stays consistent across broker and direct without forking your policy.

    Configure workflow once

    Use it across channels with controlled variation.

    Keep policy consistent

    Same rules evaluation for broker and direct.

    Integrate broker intake

    Standardised LIXI patterns and adapter coverage.

    Optional

    AI-assisted PDF lodgement

    If brokers still use PDF lodgement forms during transition, Cloudcase AI extracts key data and populates structured capture, reducing re-keying and improving submission quality.

    Transition-friendly

    Start with PDFs, move to structured integrations over time.

    Policy feedback

    Where configured, provide guidance during entry.

    Governed access

    Auditable broker actions and controlled visibility.

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    Improve broker experience without losing control

    See how broker intake stays aligned to your workflow, rules, governance, and evidence trails.

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