Free for advisers

Stuck on a case? Ask advisers who have placed one like it.

CaseHelp is a free app for FCA-registered mortgage and protection advisers. Post a case without names. Get answers from other verified advisers.

For advisers only. We do not give advice to the public.

Mortgage

Self-employed, one year of accounts, 85% LTV

Sole trader, strong year one profit. Which lenders will look at this?

6 replies12 min ago
Bridging

Auction buy, funds needed in 28 days

Unmortgageable flat, no kitchen. Exit is refurb and remortgage.

Solved1 hr ago
Critical illness

Type 1 diabetes, good control, age 38

Which insurers give the best terms on this?

4 replies2 hrs ago
Pick a product type

One place for every tricky case

Each case gets its own colour, so you can spot the ones you know best.

Mortgage

Odd income, credit issues, unusual property and lender criteria.

Bridging

Auction buys, chain breaks, refurbs and exit plans.

Life cover

Hard to place lives, trusts and joint or single cover.

Critical illness

Medical history, terms, exclusions and insurer choice.

Income protection

Risky jobs, self-employed and deferred periods.

How it works

Three steps to an answer

1

Post your case

Pick a product type and set out the facts. Leave out anything that could name your client. The app checks before it goes live.

2

Get answers

Verified advisers reply with lenders, insurers and tips that worked for them. Upvotes push the best replies to the top.

3

Mark it solved

Pick the best answer and mark the case as solved. Your case then helps the next adviser with the same problem.

Your name stays hidden

Ask anything. No one knows it was you.

Every user is checked, but no one sees who you are. Other advisers see a random handle and a badge. That is all.

  • No names, firms or emails on show
  • Post under a one-off handle when you want to
  • Build a name for good answers, not for who you are
How we keep you anonymous
QF

Quiet Falcon

Verified adviser
54cases solved
12 yrsexperience
NameHidden
FirmHidden
IRNHidden
EmailHidden
Why advisers use it

Built for the way you work

Free to use

No fee for advisers, trainees or admin staff.

Advisers only

Every user is checked against the FCA register or approved by their firm.

Safe to post

Every case is checked for client details before it goes live.

Search past cases

Find solved cases like yours and get your answer in seconds.

On any device

Use it on your phone, tablet or computer

CaseHelp runs in your web browser today. Apps for iPhone and Android are on the way.

Coming soon to theApp Store Coming soon onGoogle Play
FAQs

Questions advisers ask us

Who can join CaseHelp?

CaseHelp is for people who work at FCA-authorised mortgage and protection firms. That means advisers, trainee advisers and admin or support staff. It is not open to the public.

Who can see my name?

No one. Other users only see a random handle, such as Quiet Falcon, and a badge such as Verified adviser. Your name, firm, IRN and email are never shown to other users.

Can I include client details?

No. A case must never name or point to a client. That means no names, dates of birth, addresses, postcodes, phone numbers, emails, policy numbers or account numbers. Before a case goes live, the app checks it for personal details and asks you to remove anything risky.

How much does it cost?

CaseHelp is free for advisers, trainees and admin staff.

Do you give advice to the public?

No. CaseHelp is a forum for advisers to help each other. We do not give advice to consumers. If you are a member of the public, please speak to a qualified adviser.

See all FAQs

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