Discovery
A working session, not a sales call. We map your pipeline, your current process, and the specific points where deals or projects stall. You'll get an honest read even if the answer is that you don't need us.
How we work
No mystery. You always know which step you're in.
Consulting gets a bad name when nobody can tell what's actually being done. Here's the whole shape of an engagement, and the exact workflow we run on a file before it goes anywhere near an underwriter.
The engagement
Four phases from first call to steady state.
Scope
Everything goes in writing before anything starts: which services, what we own, what stays with you, what "done" looks like, how it's measured, and what it costs. No open-ended retainers.
Execution
We run the work. Outreach goes out, appointments get booked, jobs get dispatched, files get audited against the checklist. You get one named point of contact, not a rotating queue.
Reporting
A plain summary on a regular rhythm: what moved, what's flagged, what needs a decision from you. Short enough that you'll actually read it.
The audit workflow
What happens to a file between "submitted to us" and "ready to fund".
This is the sequence every deal goes through. It doesn't get skipped because someone's in a hurry — being in a hurry is exactly when files break.
Step 01
Intake & index
We receive the package and build an index of what's actually in it against what the file type requires. Missing items are identified before anyone reads a single number.
Step 02
Completeness pass
Document by document: is it current, legible, complete, and properly executed? Expired, unsigned and partial documents get pulled immediately.
Step 03
Consistency pass
Now we cross-reference. Entity names, addresses, ownership percentages, dates and figures have to agree across every document in the package.
Step 04
Red-flag review
The judgement layer — the things an underwriter will stop and question. Deposit gaps, unexplained transfers, cover expiring mid-term, figures that don't tie to the filed return.
Step 05
Findings issued
A written report to the broker and the client at the same time. Each item marked clear, flagged or needs attention, with what would resolve it.
Step 06
Re-check & release
Corrections come back to us and get verified — not assumed. Only then is the file cleared to go to the investor or underwriter.
We report what we find, to everyone.
If we spot a red flag, the broker and the client both hear it from us, in writing, the same day.
We don't hold findings back to keep a deal alive — a file that funds on a problem we saw and
didn't mention isn't a win for anyone.
Timing
How long things actually take.
These are the timeframes we work to. Complex files and incomplete packages take longer — and we'll tell you that up front rather than quietly missing a date.
Reply to a new enquiry1 business day
Discovery call scheduledWithin the week
Written scope & quote2–3 business days
Audit work beginsDays from signature
Outreach programmes live1–2 weeks to ramp
Your side of it
What we need from you to do this well
We're not high-maintenance, but there are three things we can't work around.
One
Access to the real file
Not the cleaned-up version. We can only flag what we can see, and a partial package produces a partial audit.
Two
A decision-maker we can reach
When something is flagged, somebody needs to be able to authorise the fix. Findings that sit unread help nobody.
Three
Honesty about the deal
If there's a known problem, tell us at intake. We'd far rather build the file around it than discover it at underwriting.
Start with a discovery call.
Bring your messiest pipeline problem. We'll tell you whether it's something we can fix.