Holdkey keeps your approval and documents inside the actual transaction — so clients stop calling you for updates on a deal that's moved past your stage.
Once the mortgage is agreed, clients often have no clear picture of what happens next or whose job it is to move things forward.
You end up following up on a deal that's technically not yours anymore, just to be able to answer your client's questions.
After Step 1, you have no way to see how the transaction is actually progressing — or whether your approval is still on track.
Your approval and documents sit inside the actual transaction record — not buried in an inbox thread.
Clients can see their mortgage status alongside every other step, so they stop chasing you for news that isn't yours to give.
Registration is free and there's no fee per client you support through Step 1.
Manage every mortgage you're supporting from one place, with the details visible to the rest of the transaction as they need them.
Tell us your firm name, FCA number, coverage postcodes, and specialisms. Free to join.
Holdkey manually reviews your registration and grants your Holdkey Verified badge.
Once verified, you're matched to live transactions in your coverage area at Step 1.
Join the Holdkey professional network and get matched to transactions at step 1.
Register as a mortgage advisor