Reporting

From analysis to a briefing your lender or board can act on

Draft, review and publish market reports, quarterly index briefings and lender-shareable findings in a workspace built for insight teams — not a slide deck.

AI-drafted narratives

Generate section drafts from your analysis. Editable, cited and traceable — down to the individual broker quote or lender chart.

Structured briefings

Sections, chapters, appendices — with charts, verbatim broker quotes and lender comparison tables as first-class blocks.

Inline commenting

Threaded review, resolve workflows and version history — perfect for lender or network sign-off cycles.

Client-safe sharing

Read-only portals for lenders, clubs, networks and estate agency partners with expiry dates and download controls.

Export anywhere

PDF, PowerPoint, Google Slides and Notion — with brand-consistent templates for your firm or your sponsor.

Approvals & sign-off

Multi-step review with named approvers and audit trail — appropriate for regulated financial services communications.

AI drafts you can actually defend to a lender

Every generated sentence points back to the specific chart, broker verbatim or table it summarises. No hallucinated numbers, no unattributed claims — nothing that couldn't stand up in a lender review meeting.

  • Citations attached to every finding
  • Broker quotes pulled from verbatims with respondent metadata
  • Editorial guardrails per team, per sponsor

AI DRAFT · Section 2 — Lender service differences

Brokers report a 9-point uplift in overall lender service scores versus Q2, driven primarily by faster offer turnaround[Q7 · n=1,240]and improved BDM responsiveness[Q8 · n=1,240]. High-street lenders remain flat, while specialist lenders decline slightly on perceived criteria clarity[Q9 · n=1,120].

Cited 3 charts2 broker quotes

See Insights on your desks

A 30-minute walkthrough tailored to brokers, lenders, agents, conveyancers or surveyors — whichever fits your firm.