CaseHarbour is currentlyinvite-only.
Public registration is temporarily closed while the automated case-preparation workflow is tested with a limited group of UK mortgage advisers and firms.
Add client information, meeting audio or notes
Upload and organise supporting documents
CaseHarbour automatically prepares the draft fact-find
The adviser reviews, edits and approves every output
Choose a plan to preview
All CaseHarbour plans
3-day trial · No card required when registrations reopen
Registration status
Public sign-up is paused
New workspaces cannot currently be created through this page. Existing approved users can continue to access CaseHarbour normally.
Selected plan
Starter
1 adviser included
£29/adviser/month
Already approved?
Existing pilot users can log in with their current company account.
CaseHarbour prepares administrative drafts only. It does not provide mortgage advice, recommend products, assess suitability or make lending decisions. Adviser review is required before any output is used.