Submitright,first time.
Check your case files before they go to the lender or network. Missing documents, compliance gaps, and suitability issues — caught in minutes, not hours.
Every hour checking files is an hour not spent with clients.
Every case file needs checking before submission. Missing documents, incomplete fact finds, compliance gaps — if you catch them, they cost you time. If you don't, they cost you more: rejected submissions, lender delays, cases sitting in a queue.
For a busy broker handling 100+ cases a month, manual compliance checking is a full-time job on top of your actual full-time job. And when you're building the case in your CRM, there's no easy way to check “is this ready to submit?” before pressing send.
Curvestone checks your file before you submit it.
Triggered inside your CRM as you build the case, Curvestone runs a pre-submission readiness review — so files arrive at the lender or network already closer to “right first time.”
Are all required documents present for this type of case?
Are key fact-find fields completed — needs, objectives, term, repayment strategy?
Is there a clear rationale linking your recommendation to the customer's needs?
Have affordability and vulnerability considerations been addressed where relevant?
You see a traffic-light result: ready to submit / minor gaps / major issues. Fix what's flagged. Submit with confidence.
From case file to clear traffic light in minutes.
Trigger from your CRM
As you build the case in your CRM or sourcing tool — trigger Curvestone to check the file.
File checked in minutes
Every document is read and checked against compliance criteria. Photos, scans, emails, protected PDFs — all handled. 1-3 minutes.
Traffic-light result
See what's ready, what's flagged, and what's missing. Clear, actionable findings with evidence references.
Submit with confidence
Fix any gaps and send your case knowing the file is complete, compliant, and ready for underwriting. No surprises. No resubmissions.
Built to disappear into how you already work.
Save hours every week
Automated checking in minutes replaces manual reviews that take an hour or more per case.
Fewer rejected submissions
Catch missing documents and compliance gaps before the lender or network does. Less back-and-forth. Faster completions.
Consistent quality
Same checks, same standards, every case. No relying on memory or incomplete checklists.
99%+ accuracy
Matches or exceeds manual compliance checking — proven across thousands of case files in production.
Works with your CRM
Integrates with major mortgage CRMs and case management systems. Fits how you already work.
Every document type handled
Phone photos of payslips, scanned bank statements, emailed ID, password-protected PDFs. Curvestone reads what you send.
“As a people first business, I am delighted that this will free our advisers to focus on what matters most: helping our clients achieve their financial goals.”
Access through your network — or direct.
Many brokers access Curvestone through their mortgage network as a pre-submission checking tool. If your network already uses Curvestone, speak to your compliance team about getting access. Not sure if your network uses Curvestone? Get in touch and we'll check.
Stop spending hourson case checking.
See how Curvestone validates a case file in under 3 minutes.