Your firm is growing. So is the admin.
Spreadsheets, emails, WhatsApp and the memory of a few people: while volume stays manageable, it holds. We build the system that runs your firm, from a client's first contact to the deed, so you can take on more files with the same team.
Free of charge, no commitment. A reply within two hours with a time slot, by video call or at your office.
We are currently working with a credit and insurance brokerage firm to digitise the whole of its operations: client intake, teams, banks and reporting.
- Payslips
- Sale agreement
- Tax assessment noticemissing
- Bank Aoffer received
- Bank Bpending
The advice is excellent. The operations hang by a thread.
Six situations we find in firms that have grown fast, and what the system does about each one. For every one, ask yourself what it cost you last month.
Tick what happens at your firm.
- This happens at our firmWith the system
One file per client.
Each client, their project, their documents, their bank applications and offers in one place, across the stages of your own pipeline, desk by desk.
- This happens at our firmWith the system
A client space for documents.
Clients upload their documents from a personal link and see what is still missing. You see how complete every file is, and reminders go out on their own.
- This happens at our firmWith the system
Handovers without gaps.
Once the mandate is signed, the handover happens by itself: the case manager receives a one-page handover sheet. During a holiday, a stand-in takes over the portfolio, then everything returns to its owner.
- This happens at our firmWith the system
Deadlines, watched.
Offer expiry dates, conditions precedent, signing dates: every date is recorded on the file, and the system warns you before it is too late.
- This happens at our firmWith the system
Live reporting.
Files in progress, files that are stuck, where each client came from and your commissions, expected and earned, without asking anyone.
- This happens at our firmWith the system
More files, same team.
What your staff retype, chase and check by hand, the system does. Volume goes up; the admin no longer goes up with it.
Built desk by desk: consumer loans, mortgages, insurance. Everyone sees what they need to see.
Show us how you work. We follow one of your files with you, in 30 minutes.
Request a 30-minute callNo demo. Your process comes first.
There is nothing to demonstrate until we know how you work. The system is built around your process, not the other way round.
Your process, mapped.
We follow a file from the client's first call to the deed, with the people who handle it. We find the retyping, the chasing and the dates nobody is watching, then design the system around them.
A first stage live within a few weeks.
We start with what costs you most. Your teams use it on real files while the rest is being built.
The rest, without stopping the firm.
Each stage is added to what is already running. Training is included, in your vocabulary and with your stages.
The first step commits you to nothing: 30 minutes, free of charge, no commitment. By the end, you know what we would do first. If we cannot be of use, we will tell you.
The right time to talk: before your next back-office hire, or the next time a case manager goes on leave.
Request a 30-minute callBefore the call.
Who are you?
Peregrine designs and builds management systems for businesses that have outgrown standard tools. Credit and insurance brokerage is the field we are working in today. The person who analyses your process is the person who builds your system: no intermediary, and you always know who to speak to.
We already have brokerage software. Why change?
You do not necessarily have to. Often, that software covers the regulatory side, and everything else happens alongside it: documents in a spreadsheet, banks by email, dates from memory. We can keep what works and build what is missing around it, or bring everything together. That is exactly what we look at during the 30 minutes.
How much does it cost?
It depends on what the system has to carry: your desks, your stages, your roles, the tools to connect. So we do not quote a price before we understand your process. If we can be of use, you receive a written, costed proposal before a single line of code. The 30-minute call itself is free, with no commitment.
How long before it is up and running?
The first stage runs at your firm within a few weeks, on your real files. We start with what costs you most: often documents or deadlines. The overall timeline depends on what the system has to carry. It is set out in the proposal, before a single line of code, and your firm keeps running throughout the build.
What about our client data?
It stays yours. Each role sees what it needs to see: the front desk has no access to financial data, and an external adviser never sees a colleague's files. Sensitive views and changes are recorded in a log. These rules are written with you before anything is built, including erasure requests under the GDPR.
Do our teams need training?
Yes, and it is included. The system uses your vocabulary, your desks and your stages: your case managers find their own way of working in it, without learning software designed for another firm. Each stage goes live with the people who use it, on their own files, then is adjusted based on their feedback.
What if you are no longer around?
The system does not depend on one person's memory: that is precisely the problem we solve at your firm. Every delivery is tested, documented and deployed in a reproducible way. Your firm's rules are written down in black and white, so the system can be taken over and maintained without starting from scratch.
Have you built this kind of system before?
For brokerage, it is under way: we are currently working with a credit and insurance brokerage firm to digitise the whole of its operations, from client intake to reporting. We do not name it without its consent. Our method, applied end to end in another trade, can be read in the FB Motors case study.
Show us how your firm runs.
30 minutes, by video call or at your office. You show us how a file moves through your firm; by the end, you know what we would do first. Free of charge, no commitment.