You can see
- The invited business and site
- Approved meter and usage details
- Questions attached to your quote
- The outcome of your submission
Checkerate for brokers
Quote once. Submit it properly.
Receive a customer’s approved site information, prepare the proposal and submit every rate, term and fee in one clear format. No competitor visibility. No ambiguity about what the customer needs next.
Qualified invitationsSee the business and site requesting a proposal.
Complete submissionsKnow which rates, terms and evidence are required.
Controlled accessOnly authorised customer information is visible.
Clear outcomesQuestions, callbacks, expiry and decisions remain attached.
New invitation to quote
You have been invited by
Harbour House Group- Site
- Manchester office
- Postcode
- M1 4AB
- Fuel
- Electricity + gas
- Needed by
- 30 September
A direct route to the opportunity
The invitation tells you who, where and what.
Follow the email link, or enter the customer’s Checkerate ID and site postcode during onboarding.
- 1Identify the request
Match the customer ID with the approved site postcode.
- 2Complete broker verification
Add the company, trading details and responsible contact.
- 3Review authorised information
Use only the usage, meter and timing details shared for that site.
The submission workspace
A complete proposal, without the missing pieces.
The structure helps the customer compare like with like and helps the broker evidence what was offered.
Step 4 of 5
Fees and commission
Declare how the broker is paid and attach supporting evidence.
- Payment method
- Fixed broker fee
- Total customer cost
- GBP 480.00
- Evidence
- commission-disclosure.pdf
Fees step completeThe supporting information remains attached.
Clear boundaries
Useful access, without opening the customer’s account.
The customer grants access at site level. Checkerate keeps that permission narrow and visible.
You cannot see
- Competing broker proposals
- Information from other sites
- Unrelated customer documents
- Private internal decision notes
You are expected to provide
- Accurate company information
- Complete rates and contract terms
- Fees and commission evidence
- A clear proposal expiry date
After submission
No more wondering what happened to the quote.
01Submitted
Customer has the complete proposal
02Information requested
A question is attached to the quote
03Callback booked
The customer has selected a time
04Accepted or declined
The outcome is recorded and shared
Useful answers
Broker questions
Can I join without an invitation?
Yes. Create a broker account, complete verification and then enter a customer’s Checkerate ID together with the site postcode they shared.
Will I see competitor pricing?
No. Checkerate preserves a fair submission process by keeping every broker’s commercial proposal private.
Can a team work from one broker account?
The broker workspace is designed to support company verification, named users and clear responsibility for each submission.
For verified brokers
Create broker account