
A white-labelled portal for our estate agency partners. Submit referrals, track every case from Fact Find to Completion, message our advisors, and see your commission in real time.
Accounts are set up by the OPEN2 Finance team. Contact us to add your agency.
Every agency gets a branded workspace with their own logo, staff list, and case pipeline.
Your agency's logo and name across the portal. Your staff, your team, your cases.
Send a client to us in a few clicks — name, contact details, and which staff member sent it.
Follow every case through Submitted, Fact Find, AIP, Application, Offer and Completed.
Chat with the OPEN2 team directly against each case. No lost email threads.
Earn 25% of the total case value on every completed case.
Case values are locked and only editable by OPEN2 — no accidental changes.