The Engines Behind The New Way.

You can search every process guide from the main search bar.

so you find the answer mid-call, without stopping to ask anyone.

Your clients can read the guides you share in their own portal.

so fewer 'what happens next?' calls interrupt your day.

Your team can work from the same written steps on every case.

so every file is done the same way, with fewer compliance worries.

You can open a case on a ready-made mortgage or protection plan.

so fact-find, ID checks, application and offer steps are laid out for you.

You can see each case's next step and anything running late.

so nothing slips between application, offer and completion.

Your clients can follow their case in their own portal.

so fewer 'any news?' calls, and clients feel looked after.

You can see every case, fee and message on one client timeline.

so you pick up the phone fully briefed, in seconds.

You can link joint applicants, partners and guarantors both ways.

so a couple's case is easy to find under either name.

You can record each client's consent with the date and wording.

so your consent trail is ready when a file is checked.

You can snap a receipt and Books reads it for you.

so no shoebox of receipts and fewer lost expenses at year end.

You can match your bank lines, with a plain reason for each match.

so your books stay up to date in minutes, not evenings.

You can see your cash ahead with a weekly forecast and budgets.

so you see a tight month coming between pay days.

You can see meetings, tasks, case deadlines and reminders side by side

so nothing slips between one case and the next

You can add or move an event in seconds, from your dashboard too

so planning your day takes moments, not a morning

You can send an event to your connected Google Calendar

so your phone stays in step wherever you are

You can let reminders go by email, text or post on days you set.

so the chaser goes out without you, and stops once they pay.

You can spread a fee into instalments or note a promise to pay.

so clients find it easier to pay, and you keep track without effort.

Your clients can see their invoices and statements in their portal.

so fewer calls are about what they owe.

You can see every client question in one place, with a reply deadline on each.

so no client is left waiting and wondering where their case is.

You can pause the clock while a client sends their payslips or bank statements.

so deadlines count only your time, not theirs.

Your clients can raise a question in their portal and follow it to an answer.

so the "any update?" calls drop and you keep your day.

You can ask how to do anything, like adding a client, in plain words.

so you never lose time hunting through menus.

You can be taken straight to the right page with one tap.

so new members are working on cases from day one.

You can ask out loud and hear the answer.

so your hands stay free while you work.

You can make your own one-page website for your trading style

so clients and referrers can find you and see your name

You can give your site your own logo, colours and web address

so it looks like your company, not someone else's

You can sign in on day one to a workspace already styled and ready

so your time goes on clients, not on setting up software

You can ask "how many leads came in this month?" and see the real figure.

so you know where you stand without building a spreadsheet.

You can set a target and see if you are Ahead, On track or Behind.

so you can act early in the month, not after it ends.

You can have your weekly figures emailed to you.

so the numbers come to you, with nothing to remember.

You can send your £595 fee agreement, already set up for you.

so the paperwork is done in minutes and the fact-find starts sooner.

Your clients can read, ask a question, accept and sign on their phone.

so there is no printing or posting, and fewer chasers for a signature.

You can turn a signed fee into an invoice in one click.

so nothing is typed twice and your fee is billed the moment they agree.

You can see every case on one board and drag it on as it moves.

so you know where each case stands without digging through emails.

You can see which cases have gone quiet, with an alert when one sits too long.

so you follow up before a client goes elsewhere, and more cases complete.

You can text or email the client straight from the case.

so every call, email and meeting sits on one timeline for your file.

You can see every joining step in one list and tick them off.

so you know what is left and start seeing clients sooner.

You can upload your own certificates and ID once.

so they are safe in one place, with a reminder before any expire.

You can keep your own details and emergency contact up to date yourself.

so there are no forms to send back and forth to change them.

You can see every case's next step and deadline, with a reminder first.

so nothing slips and you stop carrying every case in your head.

Your clients can see their own tasks, like sending payslips, and tick them off.

so documents come in sooner and you chase less.

You can have work arrive by itself when a case is won or a form comes in.

so a new case is ready to work with no retyping.

You can press one shortcut, type or say what you want, and land there.

so you spend less time clicking and more time with clients.

You can see notifications and your calendar from any page.

so you never miss a reply or appointment mid-case.

You can open your most used screens from a folder that builds itself.

so the screens you need each day are always one click away.

You can link your business bank account through Open Banking

so statements never need downloading and uploading again.

You can see new bank lines arrive in your Books every day

so your books are current whenever you look, not at year end.

You can let exact matches link themselves

so most of the matching is done before you look.

You can drop ready-made sections onto your page and move them into place

so your site comes together quickly, without a designer

You can have your words written for your trade, then make them your own

so your page speaks to clients the way you would

Your clients can enquire through a form on your page

so new enquiries land in Relay without you chasing them

You can ask for your day, any client or a client snapshot in plain words

so you go into every call with the full story, without hunting

You can have it draft the email, add the task or book the diary slot

so the follow-up is done before your next client, once you say yes

Your clients can update details, rebook or get the right form in their portal

so fewer "any update?" calls and happier clients by morning

You can make your own logo, colours and fonts for your trading style

so clients see a firm of your own from the first hello

You can keep your whole brand identity kit together in one place

so your website and social posts always look like you

You can build a name clients trust and recommend

so the reputation you earn grows your own business

You can read and send client and lender email without leaving your workspace

so every reply sits beside the client's case, not in another app.

You can sum up a long lender thread and draft your reply with AI

so you answer faster, and you check every word before it goes.

A new email rings your bell and your phone the moment it lands

so no client waits, and one tap opens the email.

You can send a ready-made mortgage or protection fact-find in moments.

so you never build a form and your client can start tonight.

Your clients can fill it in on their phone, upload payslips and ID, and sign.

so you spend less time chasing paper and more time advising.

You can have the whole case checked against your checklist before you submit.

so fewer files bounce back from compliance or the lender.

You can say "Hi Orbix" and ask who has a document outstanding.

so you know where every case stands without opening a screen.

You can hear a spoken briefing of what is due and waiting on you.

so you start each morning knowing exactly what needs you.

You can have chasers, emails and tasks prepared and done on your yes.

so the admin gets done while you stay with your clients.

You can meet clients by video with a waiting room and a passcode.

so your client joins from one link with no app to install.

You can have the summary, decisions and action points written up for you.

so your file notes are done before the next client call.

You can send a follow-up email drafted from the meeting itself.

so your client gets a clear recap while the call is fresh.

Your clients can message you from their portal and send files.

so updates arrive in one place, and your phone tells you the moment they do.

You can let an auto-reply cover your evenings in your own words.

so clients feel looked after while you take your evening back.

You can see the client's case details beside the chat as you talk.

so you answer "any update?" in seconds, not after a hunt.

You can download an e-invoice in one click.

so a firm's request takes seconds.

You can export a period's files as one ZIP.

so your accountant gets them at once.

You can attach it to invoice emails.

so you never send it by hand.

You can pick a fee from a list.

so you never type it wrong.

You can change a fee once.

so it is right everywhere.

Your clients can see one fee.

so there are no surprises.

Your team can export in one click.

so reports take no copying.

Your team can open files in Excel.

so accounts are quick.

You can trust the files.

so figures match records.

You can keep product expiry and other mortgage details on the record.

so nothing lives in a notebook.

You can see which records have details missing.

so gaps are found before a file check.

You can have empty details suggested for you.

so you approve, not retype.