From financial statements to a surety-ready submission, in one portal.
Upload a contractor’s statements and work on hand. The portal reads them, analyses the account and drafts the questions and the submission, for you to review.
Reads the documents
Year-end and interim statements, work on hand, aged listings and bank letters, read by the system and laid out for a broker to confirm.
Analyses like an underwriter
Consolidated statements, surety ratios and trends against norms for the contractor’s trade, profit fade and indicative capacity.
Asks the hard questions first
The questions an underwriter is likely to raise, drafted before they ask, and skipped when a document on file already answers them.
Gets the bonds out right
Reads the tender documents and the bond request and fills the bond form directly, cutting costly errors in obligee names, amounts and dates. Tender and contract bonds, issued from your own forms and tracked in one register.
Less time re-keying. More time with your clients.
The portal takes on the tedious work: reading statements, spreading figures, chasing what’s missing and drafting the first version of the submission and the bond. That frees your team to do what wins and keeps accounts: building relationships with contractors and their sureties.
The judgment stays with you. Nothing the system reads is used until a broker checks it against the source document and confirms it.
Your clients’ financials stay private.
- Every user signs in with two-factor authentication
- Each brokerage’s data is walled off in the database itself
- Documents are kept in private, encrypted storage