The new standard in case review
Mortgage and protection firms use Lodestar Assurance to check every case against their rules, in real time.
Scale your compliance.
Not your costs.
Compliance shaped to your business
Every mortgage and protection firm is different. Lodestar lets you define exactly what gets checked, how, and when. Set the standards you want for your firm.
100% case coverage, at 10% the cost
Compliance reviewers face a choice: check every case, slowly and expensively, or sample a few and hope. Lodestar Assurance analyses every case the moment it lands, against your rules. Findings come straight to you to review and act on.
Zero change for your advisers
Your advisers carry on exactly as they do today. You upload calls and case files when they’re available — individually or in bulk — and the platform handles the rest. No integrations, no retraining, no workflow disruption.
Leaders at growing firms run Lodestar Assurance to do more with the same team.
“Compliance is critical, and the costs only grow as the firm does. Lodestar Assurance solves that — we review every case against our own standards, and our team focuses on the cases that actually need them.”
Saul Conway — Managing Director, AS Financial
Stop sampling. Start covering every case.
A 30-minute call to walk you through how it works.