Everything your brokerage runs on, in one place.

Knowledge

One organised source of truth for your brokerage.

Upload the files your brokerage runs on and Morefold reads them, classifies each one, and organises them into a searchable library.

Everything stays inside your own workspace, so what your business knows stays in the business even when people move on.

A governed, searchable library over your own documents.

Ask

Ask a question, get a cited answer.

Ask a question and Morefold answers from your own files, with every claim linked back to the exact passage it came from.

Open the source and check it before you rely on it.

Answers are grounded in your documents and cited to the source.

Compare

See what changed, side by side.

Put documents side by side and Morefold fills in the comparison, flags where they differ, and cites each answer.

Spot the gaps and the changes without reading every page twice.

Approvals & Audit

Nothing goes out without a person.

Morefold prepares the work, then waits. A broker reviews it, edits if needed, and approves before anything is sent.

Routine internal steps can happen in the background. When an action affects a client, insurer or important business record, it waits for your decision. The level of control follows the action.

Every step, from the source information to the final result, is recorded together so you can always see how a decision was made.

Every action you approve also teaches Morefold how your brokerage works, and what it learns stays in the business.

Human approval on every outbound action, with a full audit trail.

Automations

The follow-ups that run themselves.

Morefold runs the repetitive follow-ups for you, like chasing a client for missing documents or preparing a renewal, on a schedule you set.

These are done-for-you routines rather than something you build, and a broker still approves anything that goes out.

Done-for-you routines, not a build-your-own workflow tool.

Integrations

Works with the tools you already use.

Morefold connects to the storage and email your brokerage already runs on: Google Drive, OneDrive, SharePoint, Gmail and Outlook.

Your files and messages stay where they live. Morefold works with them there.