Selfkept

AI-FIRST CRM · FOR FINANCE BROKERS

The case file that keeps itself.

It reads the emails you’re already sending and receiving — lender terms, valuations, solicitor updates — keeps every borrower, lender and deal current, and shows the evidence for every fact. You approve; it types.

Start free with Google or Microsoft See how it works ↓

Read-only · nothing sent on your behalf · every fact shows its source

ONE ENGINE, EVERY CHANNEL Email Calendar Meetings Calls Notes

DEALS · PIPELINE

Terms out→Valuation→Credit→Drawn down ⚿

CAPTURED · 4:51PM

Ferrier Homes · facility → £1,200,000

“happy to offer 1.2 at 68% if the val comes in”

ApproveDismiss

MORNING BRIEF · WEDNESDAY

Ferrier Homes’ facility letter is out for signature — drawdown Friday if the valuation lands. Marsh Court has gone quiet nine days after you sent Northgate’s terms; nudge them before your 10:00.

A bridging brokerA development brokerA commercial mortgage brokerAn asset finance brokerAn invoice finance brokerA whole-of-market deskA mortgage brokerYour deskgetsExit strategy · LTV · TermGDV · Drawdown schedule · Monitoring surveyorDSCR · Valuation · Personal guaranteesHire purchase · Residual value · ProposalsFacility limit · Debtor book · ConcentrationPanel · Terms · Credit-backed offersApplications · Offers · Product transfersYour words.

Not templates. Not a fixed lender panel. Describe your desk to the AI Architect and it writes the vocabulary — including yours.

01 — THE PROBLEM

Every broker CRM dies the same death.

The deal lives in the inbox.

The CRM gets the version you remembered at six o'clock — if it gets one.

Nobody wrote down the chase.

Three emails to the lender, two to the solicitor, none of them on the file.

The review asks where it came from.

A panel check, an NACFB audit, a file review. You search Outlook by date.

Everyone drifts back.

Spreadsheets and folders — while the CRM bills per seat.

The problem was never discipline. Software made brokers its data-entry layer. Selfkept flips it: the software types, the broker judges.

02 — HOW IT KEEPS ITSELF

Three steps. Then it runs itself.

Tell the AI Architect about your desk.

A paragraph in, a bespoke workspace out. Borrowers, lenders, facilities, security — the Architect designs your record types, your pipeline and your vocabulary, with credit sign-off and signed-facility gates exactly where you described them, then shows you the whole shape before anything exists. Approve it, or reshape it by hand.

About a minute to a proposal
Zero consultants, zero setup wizards
Bridging, development, commercial, asset — it writes your words

Connect your inbox. Watch the file fill in.

Lender terms, valuation reports, solicitor updates, borrower replies, calendar, call notes — one engine reads them all and drafts borrowers, lenders, deals and promises. Every fact carries the exact words it rests on and waits for your yes.

Read-only Microsoft 365 or Google — nothing sent on your behalf
Email and calendar live today; transcripts and calls on the same engine
Dismissed once, never asked again

Look again tomorrow.

Before you sit down, it has captured what’s new, flagged what went quiet, and written you a two-sentence brief: which terms expire, which valuation is due, who hasn’t replied. It kept the file while you slept.

Runs every morning, unattended
Two sentences, not a dashboard
Ask it anything about your book

03 — YOURS TO SHAPE

Nothing here is locked.

Two ways to change anything. Same result.

Everything the Architect builds, you can change — every record type, field, choice, stage, gate and word. Tell the Architect in a sentence, or touch the thing yourself: a pencil on every card, a sheet that shapes it. No admin, no consultant, no settings labyrinth.

Record typesFieldsChoicesPipeline stagesGatesVocabularyPermissionsTargets

04 — BUILT FOR THE FILE REVIEW

Every fact shows its work.

In March 2026 the FCA wrote that intermediaries’ record-keeping was “sometimes incomplete, making it hard to demonstrate that advice was tailored.” A file that keeps itself from the source is the answer to that sentence — for the regulator, the lender panel and the trade-body audit alike.

Provenance by construction

Click any number: who wrote it, when, and the exact words it rests on. An audit trail built in, not bolted on.

Facility £1,200,000 · 68% LTV email · Northgate Bridging · 4:51pm

Facility letters, signed in the box

Draft on the deal, send a link from your own email, watch the gate open.

No drawdown without the paper

Nothing reaches “drawn down” without the signed facility or the credit sign-off — overrides on the record, with reasons.

Ask, in plain words

Answers only from your book — arithmetic shown, records named. Never an estimate.

“Which deals have terms expiring this week?”Marsh Court — Northgate terms lapse Friday, £850,000.

Targets the way brokers count

Completions, funds drawn or fees invoiced — monthly or quarterly, booked or delivered-in-period.

Yours, always

One click exports the whole file — every record, document and event with its provenance — for any review.

05 — WHY AI-FIRST

AI-patched is a feature list.
AI-first is a different animal.

The broker CRMs were built on one assumption: someone will do the typing. An AI co-pilot bolted on doesn’t change the assumption — it decorates it.

The broker CRM you know

Brokers type after every call — or, mostly, don’t.
Months of implementation and a two-year contract.
Reports nobody trusts, on data nobody entered.
Settings labyrinths and permission matrices.
E-signature and approvals sold as add-ons.
Per seat — then the AI meter starts running.