The complete operating system for your brokerage.
Not a lender list and a Slack channel. OrionOS runs your entire business, from the first client application to the completed deal, and everything in between.
Deal Flow
Your deal flow, in one place. Every enquiry lands here, stays organised and shows its status at a glance, so you can work the best ones straight into live cases and nothing goes cold in an inbox.
- Capture and organise every enquiry in one place
- Track each lead's status at a glance
- Convert a promising lead into a case in one click
Why it matters to you: The money is in the follow-up. OrionOS keeps every lead in front of you, so opportunities become completions instead of missed calls.
Client Application System
One click sends your client a short, branded link to a schema-driven, product-specific online application. Postcode address lookup, Companies House enrichment, per-director capture, multi-file document upload and phone/email validation, then OrionOS packages it all into an instant PDF back to you.
- Branded link, e.g. yourbrand.co.uk/a/xxxxxxx, never shows Broker Launch
- UK postcode lookup + Companies House company enrichment
- Per-director identity, address history & ownership capture
- Multi-file upload (bank statements, accounts) + instant PDF packaging
Why it matters to you: Your client sees your brand, never Broker Launch. You look like a fintech from day one, without building any of it.
Deal Pipeline & Case Management
Create and track cases across all 12 loan products in one pipeline. Every case carries a full activity timeline, document storage, notes and one-click loan-offer generation.
- All 12 loan products in a single pipeline
- Full activity timeline on every case
- Document storage, notes & loan-offer generation
Why it matters to you: Nothing slips. You always know exactly where every deal is and what the next action is, the difference between a hobby and a business.
Lender Database
A searchable directory of 160+ UK lenders & products with full criteria, advanced filters and favourites. Found the right fit? Send the deal straight to the lender in one click.
- 160+ lenders & products with published criteria
- Advanced filters + favourites
- One-click “Send to Lender”
Why it matters to you: New brokers spend months building lender relationships. You start with 160+ lenders & products on day one, filtered to the ones whose criteria best fit the case.
Trusted by
A selection of the 160+ lenders & products built into OrionOS.
Ai Deal Analyser
Run any case through the Ai Deal Analyser and get ranked lender matches, each with a match score, indicative commission and total earnings, the strengths and considerations for that lender, and suggested follow-up questions to sharpen the deal before you submit.
- AI-ranked lender matches with match score & indicative earnings
- Strengths, considerations & suggested follow-up questions per lender
- Turn the analysis into a submission in one click
Why it matters to you: It's like having an experienced packager sat next to you, telling you which lenders will say yes and how to position the case, so you place deals you'd otherwise have to turn away.
Send Direct to Lender
Send a complete, structured deal pack straight to the right lender contact in one click. OrionOS routes it to the named BDM, bundles the company data, directors, financials and documents, and sets the lender's replies to come straight back to you, not us. It even warns you if the case has already been submitted.
- Routes to the named BDM for that lender & product
- Bundles company data, directors, financials & documents automatically
- Lender replies go directly to you; duplicate-send warning built in
Why it matters to you: No clumsy email chains, no missing information. The lender gets everything in a consistent, professional format, every reply lands in your inbox, and the relationship stays yours.
Marketing Hub
A complete, done-for-you marketing pack included with your membership: 200+ pieces of on-brand, compliance-worded content, social posts, ad creatives, reel scripts, email campaigns, landing pages and more, built around your brand and ready to publish.
- 200+ ready-to-publish pieces across every major finance product
- Ready to post on Facebook, Instagram, LinkedIn, TikTok & YouTube
- Compliance-worded and built on your brand, logo and colours
Why it matters to you: Winning clients is half the job. You launch with a professional marketing library (real-world value around £997) that most new brokers would pay thousands to produce, at no extra cost.
Knowledge Hub
A structured video curriculum built into OrionOS, from setting up your business, branding and compliance through to winning and qualifying deals, each module with progress tracking and downloadable resources like your Roadmap to Launch.
- Structured video modules with progress tracking
- From business setup & compliance to winning and qualifying deals
- Downloadable resources, including your Roadmap to Launch
Why it matters to you: No prior experience required. The Knowledge Hub meets you inside the tool, so you build real expertise while you build your business.
Team Members
Grow beyond a one-person shop. Invite colleagues into your firm's account, assign seats and roles, and track each team member's progress through the Knowledge Hub, all from one director-level view.
- Invite colleagues and manage seats & roles
- Director-level oversight of your whole firm
- Track each member's Knowledge Hub progress
Why it matters to you: Broker Launch isn't just for solo brokers. As you scale, bring people in under your own brand and get them up to speed on the same system you run every deal on.
Installable as an app (PWA)
OrionOS installs like a native app on desktop and mobile - run your whole business from your pocket.
Built with security in mind
Postgres row-level security on every table and access controls designed around good data-protection practice.
The new way to run a brokerage.
The old way means renting a network's panel, wrestling spreadsheets and a legacy portal, on someone else's terms. OrionOS is one operating system you own, end to end - the lender relationships, the clients and the commission all yours.
| The new wayOrionOS | The old wayNetworks, spreadsheets & legacy portals | |
|---|---|---|
| One operating system to run the whole business | ||
| Your own brand, start to finish | ||
| Direct lender relationships you own | ||
| 160+ lenders & products from day one | ||
| AI lender matching & deal structuring | ||
| Built-in training & mentorship | ||
| You keep 100% of lender commission | ||
| You own the business you build |
Get a walkthrough of OrionOS.
Book a call and we'll give you a proper tour of OrionOS - pipeline, lender database, the Ai Deal Analyser and the white-labelled client application flow.