• Getting Started
  • Discovery

DISCOVER the best products for your clients in a few simple steps

The Benefits of Using Discovery

Filter Your Results

Narrow your results by adding filters based on your client profile. The filters are split into 3 sections, Client, Product and Property. Can’t find the filter you want? check out the ‘Advanced filters’ for more options.

Easily View Products

All products are displayed as easy-to-read cards for you to quickly compare and find the perfect match. A list view is also available.

Lender Updated and Verified

Rates and product attributes within Discovery are updated and verified by Lenders directly with a date stamp of their last update on every card.

Save Your Searches

When you start filtering you will see a button at the bottom to ‘Save Scenario’ this let’s you save your current filters to use again.

Keep Your Favourites

You can make any of your products ‘favourites’ within a scenario, simply click the star icon on a product and it will be added to your favourites.

Step-by-Step Guide

  1. Discovery