See the dealer risk behind every funding decision.
Dealer identity, financial health, FCA status, broker outcomes and your own lending policy in one evidence-led portfolio view.
- Lender-controlled policy
- Explainable decisions
- Monitoring designed in
One portfolio view. Every dealer relationship.
See total exposure
Understand concentration and portfolio risk across every funded dealer.
Control dealer exposure
Understand portfolio risk in one view, dealer by dealer.
Spot emerging risk earlier
Act on recorded changes before exposure grows further.
Your criteria. Applied the same way every time.
Record your lending criteria and risk appetite once. Dealer evidence is compared against them on every review.
- Trading history, permissions and financial-risk thresholds
- Complaint and unwind tolerances
- Clear pass, review or fail per criterion
- The lender, not the software, decides policy fit
See who brings good business and who needs review.
Dealer due diligenceVerify identity, ownership, FCA status and financial health.
Intended to bring Companies House, FCA register and financial indicators together as separate, source-labelled evidence items for a reviewer to assess. Data coverage depends on configured sources.
Broker performanceCompare broker outcomes, compliance and unwinds.
Intended to summarise broker-level outcome information where it has been supplied, to help spot patterns worth reviewing. Figures depend on data provided.
Dealer outcomesTrack complaints and unwinds against the dealers you fund.
Outcome figures only reflect what participating organisations have supplied. Gaps are shown rather than estimated.
Focus on what needs your decision.
Broker submissions that fit policy move on. Exceptions are queued, owned and recorded.
Identify exceptions
Policy breaches, low-confidence evidence and recent recorded changes are separated from routine submissions.
Review broker submissions
Each exception shows the dealer, the broker and the criterion that triggered it, ready for a reviewer.
Record the outcome
Proceed, Review or Pause is recorded with the reviewer and reason, for consistent decisions across teams.
Bring your own policy to a lender walkthrough.
Track risk across your funded network.
Portfolio monitoring
Dealers in your portfolio shown alongside recorded signals as sources refresh.
Risk alerts
Flags on recorded dealer, broker and policy changes that may need attention.
Refresh frequency depends on source configuration; not real-time or continuous coverage. Alerts are aids to review, not guarantees every change is detected.
Explainable decisions for oversight teams.
Audit-ready evidenceRecorded review steps to support your audit trail.
Key review steps are intended to be recorded as application events to support your own audit trail. This is not presented as an exhaustive, complete or immutable record.
Scoped lender accessYour portfolio and policy data only, once activated.
Lenders see their own portfolio and policy data after their organisation is reviewed and activated. See the Security page for access controls.
Consistent policy recordWhich criteria applied, and when.
Policy comparisons are kept with the decision, so a later review can see the criteria in force at the time.
- Dealer searched and profile openedReviewer A · 09:14
- Company and FCA evidence recordedSource-labelled items · 09:15
- Lender policy compared: one item to reviewPolicy overlay · 09:18
- Decision recorded: Review, with noteReviewer A · 09:22
- Dealer added to watchlistReviewer A · 09:23
Connects to your oversight process.
Availability depends on permissions and is confirmed during onboarding.
Data-source connectionsCompanies House, FCA register, financial and online providers, where access is permitted.
Each source is enabled per deployment once provider access and terms allow. Collection may be held operationally; no provider is presented as active by default.
Broker CRM connectionBring complaint references from your existing CRM into the Aftersales workspace.
Imports stay held until customer-data handling is approved for your organisation and a first delivery is verified. Availability is confirmed during onboarding.
Evidence exportsTake recorded dealer evidence and decision history into your own files and reviews.
Exports reflect what has been recorded in the application. They support, but do not replace, your own record-keeping obligations.
Workflow fitMap ShareGuard stages onto your existing onboarding, funding and complaints process.
Scoped with your team during a demonstration. Configuration depends on role, permissions and available modules.
Make every dealer decision with evidence.
See how ShareGuard supports dealer oversight across your lending portfolio.
Illustrative product data shown.