• 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.

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Step-by-Step Guide

  1. Discovery