The problem
Leads live in spreadsheets, KYC lives in email threads, and documents live wherever someone last saved them. By the time a client is active, three systems disagree about their status.
How brokercoreai solves it
brokercoreai gives every client a single record that moves through one status pipeline — lead, under review, verified, active — with KYC checks and documents attached directly to that record, not scattered across tools.
01 / 02
What's included
- Client status pipeline from lead to verified, active account
- Structured KYC review steps with a clear audit trail
- Documents stored per client with signed, time-limited links — never public URLs
- Full client file: contact details, accounts, requests and history in one screen
- Search and filters built for teams managing hundreds of clients, not dozens