The deal structuring OS for brokers

Structure, quote,
and match — in
one workflow.

Ledgerly replaces the spreadsheet-and-email routine with a single platform that models the deal across every finance product, scores every lender, and exports a client-ready PDF.

Open DashboardSee how it works →
40+
Lenders on the platform
~30s
From deal input to lender match
0
Spreadsheets required
∞
Deal size — no cap
Platform

The full commercial finance menu, one calculation engine.

Every product shares the same pipeline, the same lender database, and the same export pipeline — so you never context-switch between tools.

Ledgerly Engine
Property Finance
  • Bridging
  • Development
  • Commercial Mortgages
  • BTL / HMO
  • Refurbishment
  • Auction
Business Loans
  • Term Loans
  • Revolving Credit
  • Working Capital
  • Growth Capital
Asset Finance
  • Hire Purchase
  • Finance Lease
  • Operating Lease
  • Asset Refinance
Invoice Finance
  • Factoring
  • Invoice Discounting
  • Selective Invoice
  • Individual Invoice
Tax Finance
  • VAT Loans
  • Corporation Tax
  • Personal Tax
  • Partnership Tax
Other Finance
  • Trade Finance
  • Merchant Cash Advance
  • Unsecured Business
  • Export Finance
How it works

From wizard to submission pack — the five phases of a Ledgerly deal.

Ledgerly isn't a generic CRM or a calculator widget. The workflow knows what product you're structuring and branches the form, the calculations, the regulatory gate, and the lender-match rules accordingly.

01

Classify & route

The wizard picks finance type, product, and purpose, then flags regulated cases and routes them to an FCA-authorised adviser — or saves a draft if no one on the team is authorised.

02

Capture borrower & parties

Link an existing client or company, or start fresh. Individual, Ltd Co, SPV-with-parent, LLP, or trust — the form branches to what you actually need, and directors / UBOs auto-pull from the linked company record.

03

Structure the deal

Product-aware forms for bridging, development, BTL, business loans, asset finance, invoice finance, or tax finance. Target completion, refinance flag, occupancy intent, charge position, loan terms and security — completeness scored on the backend as you type.

04

Quote & match lenders

Fee stacks, LTV, ICR, DSCR and affordability recompute instantly. Score every lender on your panel against hard criteria and soft appetite, with a ranked shortlist and the reasoning behind every match.

05

Submit & track

Export a branded client PDF, push the submission pack to each lender, and track the deal through pipeline stages with a full activity log. Regulated deals carry their advice log, suitability record, and KFI/ESIS with them.

Capabilities

Everything you need to run a structured broking desk.

Ledgerly isn't a CRM bolt-on or a calculator widget. It's the full workflow — the same one your best broker would build if they could.

Try the dashboard
  • Four finance products, one interface
  • Lender appetite engine with hard/soft fail scoring
  • Instant recalc on any field change
  • Branded deal PDFs, ready to send
  • Deal pipeline with stage tracking
  • Client and company records, de-duplicated
  • Calculator suite for quick sanity checks
  • Role-based access for brokers and admins
Our moat

The lender appetite engine other quoting tools don't have.

Every lender is modelled with explicit hard criteria (LTV caps, property types, geography) and weighted soft criteria (sector preferences, deal size sweet spots, credit appetite). We show you exactly why a match passed, failed, or landed in the grey zone — not just a score.

LTV within capPass
Property type in appetitePass
Region coveredPass
Borrower experienceSoft
Loan size below floorHard fail

Ready to see your next deal structured in minutes?

Open the dashboard and walk through a live deal. No setup, no install — just the workflow.

Open DashboardTalk to the team
Intermediary partners

Running a broking firm? Ask about partner onboarding.

07926 154 930sales@ledgerly-tech.com