Package a lender-ready case without chasing four people
Borrower, directors, solicitor and accountant work from one request. SPV directors and asset schedules come back as structured rows, and when the lender asks for one more statement you reopen that item alone.
Bridging loan — case pack
Draft · v3Security property
4 fields
SPV directors
Repeatable · 3 fields
In short
A specialist finance broker using ClientGather packages a case by sending each party a portal link rather than a document list by email. SPV directors, shareholders and asset schedules are captured as repeatable rows against fixed fields, several parties can work on the same submission at once, and when a lender comes back for one more statement the broker reopens that single item instead of starting a fresh thread.
Bridging, development and commercial cases all run the same underlying job: assemble a coherent pack and get it in front of a lender before the deal moves. The document list is well understood. Getting it back from a borrower, two directors, a solicitor and an accountant is the hard part.
An SPV with four directors means four sets of identity and address evidence arriving in whatever order each person happens to use, asset schedules come back with different columns every time, and when a case goes quiet the only record of what was chased is in someone's sent items.
Ready to use
Templates built for this work, in the app from day one
Apply one as a starting point and edit it — the sections, fields and upload rules are already laid out. Nothing here is a PDF to fill in; each one publishes as a request you send.
Bridging loan
Regulated and unregulated bridging, auction and refurbishment cases
Buy-to-let mortgage (SPV)
Limited company purchases and remortgages, including HMOs
Development finance
Ground-up development and heavy refurbishment schemes
Commercial mortgage
Commercial and semi-commercial term loans
SPV or personal name — the pack asks only what applies
Fields and whole sections appear based on earlier answers, so one template covers every variation of a product without handing the borrower a form that is mostly irrelevant to them.
- Answer 'limited company' and the SPV blocks open; answer 'personal name' and they never appear.
- One published template per product instead of a folder of near-identical Word files.
- Publishing a new version leaves cases already in flight on the version they started on.
Show when
Recipient sees
The lender comes back — you reopen one item
Every document is accepted or rejected on its own, with a comment thread on the item itself. Reopening a case for one more statement does not restart the pack or the thread.
- The borrower re-uploads the item you rejected, in place, with your note attached to it.
- On Growth the portal carries your branding and the email comes from your own address.
- Webhooks and Zapier push a completed pack into your case system without a re-key.
BRG-2026-042
Bridging loan · Harbour Row SPV Ltd
Director 1 — proof of ID
passport-tan.pdf
Security property — valuation
valuation-harbour-row.pdf
Exit — agreement in principle
aip-letter.pdf
Reviewer: the AIP expired in June — please upload the current one.
Director 3 — proof of address
council-tax-2026.pdf
Recommended plan
Growth
Billed monthly as €152, ex VAT — or £109/mo paying yearly.
A broking team with cases open across several lenders: ten logins, two hundred cases in flight, a portal and sender address carrying your own brand, and webhooks into the case system you already run.
- 200 active requests
- 10 users
- 100 GB cloud storage
- White-label portal
- Custom sender domain (coming soon)
- Webhooks & Zapier
14-day trial, no card needed. Pound prices are converted at a fixed £1 = €1.17; your bank may apply its own rate.
Frequently asked questions
Can several parties fill in the same case?
Yes. A request can go to more than one recipient — borrower, directors, solicitor, accountant — and they work in the same submission. On Growth and above you also see who is online and which field each person is editing, live.
Can the portal carry our own branding?
On Growth and Scale. Your logo and favicon appear on the portal with the ClientGather footer removed, and you can send from your own address — verify the domain once and we generate and check the DNS records for you.
How do finished packs reach our case system?
Growth and Scale include webhooks with delivery logs, plus Zapier and connected apps. Every plan includes Google Drive and a bulk export that folders files by recipient, so a completed case can be filed without re-keying anything.
What counts as an active request?
One that is out with a client — sent or in progress. Drafts do not count, and closing a case you have finished frees its slot again at no cost, so the limit is about how much you have in flight at once rather than how much you send in a year.