Let Brokers Self-Serve With Confidence
Speed Up Packaging Without Scaling Teams
Let Brokers Self-Serve With Confidence
Speed Up Packaging Without Scaling Teams
Faster affordability decisions. Zero manual drag. Elevated broker experience.
Faster affordability decisions. Zero manual drag. Elevated broker experience.
From Excel to Web – Securely Unlock
Broker Affordability Checks Using Your
Internal Excel Calculation Model
From Excel to Web – Securely Unlock Broker Affordability Checks Using Your Internal Excel Calculation Model
What happens when you give brokers instant affordability feedback without compromising control?
A UK lender partnered with Dynamatix to do exactly that. By turning a complex Excel model into a secure, self-serve broker tool, they reduced back-and-forth, accelerated application reviews, and freed up underwriter time.
This case study unpacks how it was done in weeks, not months - without replacing a single system.
If you're looking to scale broker engagement without scaling headcount, this one's for you.
What’s Inside?
How a 2-hour broker task was reduced to under 5 minutes
How a 2-hour broker task was reduced to under 5 minutes
Why keeping the Excel model avoided rework and risk
Why keeping the Excel model avoided rework and risk
The real metrics behind adoption, engagement, and broker behaviour
The real metrics behind adoption, engagement, and broker behaviour
How governance, UX, and speed came together without compromises
How governance, UX, and speed came together without compromises
Let this case study show what’s possible without rebuilding what already works
Let this case study show what’s possible without rebuilding what already works
Download the Case Study
Download the Case Study
Download the Case Study
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Resources
Catura®
Copyright © 2025 Dynamatix Ltd. All rights reserved.
Risk HAWC®, Risk Hawk® and Catura® are
registered trademarks of Dynamatix Ltd.
Company No: 08575927
Data Protection No: ZA044646
Dynamatix Limited is registered in England & Wales.
Dynamatix Ltd
20-22 Wenlock Road, London N1 7GU,
United Kingdom
Dynamatix Analytics Pvt Ltd
813 Manjeera Trinity Corporate Kukatpally,
Hyderabad, Telangana 500072, India
Want to Turbocharge Your Operations?
Let's Talk
Resources
Catura®
Copyright © 2025 Dynamatix Ltd. All rights reserved.
Risk HAWC®, Risk Hawk® and Catura® are
registered trademarks of Dynamatix Ltd.
Company No: 08575927
Data Protection No: ZA044646
Dynamatix Limited is registered in England & Wales.
Dynamatix Ltd
20-22 Wenlock Road, London N1 7GU,
United Kingdom
Dynamatix Analytics Pvt Ltd
813 Manjeera Trinity Corporate Kukatpally,
Hyderabad, Telangana 500072, India
Want to Turbocharge Your Operations?
Resources
Catura®
Copyright © 2025 Dynamatix Ltd. All rights reserved.
Risk HAWC®, Risk Hawk® and Catura® are
registered trademarks of Dynamatix Ltd.
Company No: 08575927
Data Protection No: ZA044646
Dynamatix Limited is registered in England & Wales.
Dynamatix Ltd
20-22 Wenlock Road, London N1 7GU,
United Kingdom
Dynamatix Analytics Pvt Ltd
813 Manjeera Trinity Corporate Kukatpally,
Hyderabad, Telangana 500072, India