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Kerbwell

Help centre

Buyers workflows

Briefs, sourcing, shortlists, client portal, deal rooms, settlement.

4 articles

  • What your clients and referrers see

    The portals carry your branding, show only what you have shared, and are built to an accessibility standard that is checked on every release rather than at launch.

  • Generated documents, and the line at the bottom of them

    Every document generated by the product carries your letterhead and a provenance line, and regenerating the same document from the same record produces exactly the same file.

  • How a brief gets matched to listings

    Matching runs when something changes rather than overnight, it filters before it scores, and the scored set is capped so a broad brief cannot run away.

  • Search your records

    Structured filters plus fuzzy text matching over your own data, with a published speed budget and a clear statement of what search does not reach.