SaphanBridge for Advisors
Your expertise, not your admin.
Couples who use SaphanBridge come to you with their answers, documents and risk flags already organised. You get a tidy case bundle, not a pile of emails.
Advisor sign in
Advisors join when a couple invites them to their case.
What SaphanBridge does for advisors
Couples choose their own advisor and share their case with you. SaphanBridge never sells or assigns leads.
Available now
- AI Evidence Checks notes on each document the couple uploads, such as missing months or names that do not match, when the couple turns checks on
- One dashboard of your cases, filtered by stage, showing what is next on each and what is waiting on you
- An email when a couple invites you to their case, then accept it from your dashboard
- A tidy case bundle to read on screen or download: answers, document index and a draft cover letter
- Suggest a revised cover letter for the couple to approve
- A one-page meeting brief with the questions to raise first
- Your dashboard and case pages update as soon as the couple makes a change
- Readiness and risk flags that explain themselves
- Ask couples for documents or an updated case bundle, and mark documents reviewed
- Open couples' uploaded files read-only, when they allow it, and mark each one Approved or Needs changes
- Review files side by side on desktop, add common notes in one tap, and move straight on to the next file
- Your own case reference, case stage and private notes
- A profile showing your services, prices and regulator status
- In English and Thai
Coming soon
We are working on these next.
- Alerts when a client's TB certificate, English test, passport or payslips are about to go out of date
- See which clients a UK rule change affects, and how their readiness moved
- A weekly view of what is due across all your cases
- Your firm's logo on your profile and case bundles