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Integrations

Designed to fit the systems brokers already use.

CaseCheck is built to work both as a standalone tool and as part of the wider Mortivo ecosystem.

Scope note. The table below shows the intended integration surface. Integration availability is rolled out in stages during the controlled beta. Items marked Planned are not yet live and should not be relied on for procurement decisions today.
Mortivo CaseCheck integrations and their current status
SystemStatusPurpose
Mortivo OSPlannedCase data and evidence flow between OS and CaseCheck.
Mortivo AuditPlannedFeed CaseCheck evidence into retrospective file reviews.
Mortgage CRMsPlannedBring case data in without duplicate entry.
Document collection systemsPlannedIngest documents already gathered elsewhere.
HMRC (where authorised)PlannedWhere a firm is authorised to use HMRC APIs on the client's behalf.
Companies HousePlannedCompany data checks for director applicants.
Land RegistryPlannedProperty-side checks for purchase and remortgage cases.
FCA RegisterPlannedFirm and individual authorisation checks.
ICO RegisterPlannedFirm data-protection registration checks.
Open Banking providersPlannedDirect account-level evidence in addition to uploaded statements.
Lender portalsPlannedStraight-through submission where a lender supports it.

See CaseCheck for yourself

Walk through a real, fictional-data case with the team.