What you get in the portal
Built around the things brokers told us actually hold a deal up — not knowing where an application sits, and not being able to explain a decision to a client.
Your pipeline at a glance
Four numbers the moment you log in: what's waiting on you, what expires in the next seven days, what's in progress and what's approved. Your conversion rate and the total value you've written sit alongside them.
Every application, findable
Search by client name or reference, then filter by status, stage, who created it, outcome or submission date. Bookmark the views you use every day and share them with your team.
See how affordability was assessed
Weekly surplus, the ratios behind the decision and every categorised transaction — filterable by category, date or amount. Answer your client's question without waiting on us.
Track every invitation
See which clients you have invited, who has been approved or declined, and which leads have turned into a full application. Resend an invitation straight from the portal.
Manage your own branch
Branch administrators add and remove team members and change their roles and permissions themselves — no email to Pioneer, no waiting on us to do it.
Guides and current products
Checklists, how-to guides and current product information for our unsecured and secured personal loans, kept up to date in one place.
Getting started
Three steps from registering to watching your first application move.
- 01
Register your branch
Tell us about your business and who will be using the portal. We verify your details and set your branch up, with one of your people as its administrator.
- 02
Invite a client, or apply for them
Send your client an invitation to apply in their own time, or key the application in yourself. Either way it lands in your pipeline the moment it is submitted.
- 03
Follow it through to a decision
Watch each stage and each check complete, read the affordability assessment behind the decision, and see at a glance what is genuinely waiting on you.