405
Funded loans (Live)
£42,112,013
Loan book (Live)
157
Open pipeline
£19,551,538
Open pipeline £
2,694
Lending leads
Monthly Snapshot
Month-by-month KPIs. Italic grey = frozen Pre-Salesforce history (Jan 2024–May 2025); all later months are live Salesforce. Most recent month is partial (MTD).
| Metric | Jan 24 | Feb 24 | Mar 24 | Apr 24 | May 24 | Jun 24 | Jul 24 | Aug 24 | Sep 24 | Oct 24 | Nov 24 | Dec 24 | Jan 25 | Feb 25 | Mar 25 | Apr 25 | May 25 | Jun 25 | Jul 25 | Aug 25 | Sep 25 | Oct 25 | Nov 25 | Dec 25 | Jan 26 | Feb 26 | Mar 26 | Apr 26 | May 26 | Jun 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Family Law | ||||||||||||||||||||||||||||||
| New Leads Created | 103 | 145 | 104 | 123 | 85 | 115 | 96 | 95 | 102 | 85 | 90 | 75 | 103 | 112 | 91 | 57 | 96 | 114 | 99 | 104 | 105 | 101 | 83 | 47 | 116 | 83 | 121 | 97 | 121 | 131 |
| Qualified Leads | 37 | 45 | 23 | 39 | 26 | 40 | 36 | 30 | 40 | 20 | 20 | 18 | 32 | 24 | 11 | 14 | 17 | 45 | 50 | 33 | 56 | 45 | 40 | 21 | 50 | 43 | 73 | 46 | 49 | 57 |
| Qualification Rate | 35.9% | 31.0% | 22.1% | 31.7% | 30.6% | 34.8% | 37.5% | 31.6% | 39.2% | 23.5% | 22.2% | 24.0% | 31.1% | 21.4% | 12.1% | 24.6% | 17.7% | 39.5% | 50.5% | 31.7% | 53.3% | 44.6% | 48.2% | 44.7% | 43.1% | 51.8% | 60.3% | 47.4% | 40.5% | 43.5% |
| Applications Created | 0 | 0 | 0 | 105 | 76 | 53 | 66 | 65 | 55 | 40 | 64 | 54 | 81 | 58 | 53 | 78 | 0 | 100 | 67 | 53 | 64 | 59 | 48 | 35 | 60 | 52 | 80 | 53 | 53 | 76 |
| £ Value of Applications | £0 | £0 | £0 | £8,890,160 | £6,241,680 | £4,914,450 | £5,158,638 | £6,188,624 | £6,437,607 | £4,654,445 | £5,617,446 | £6,071,800 | £6,774,260 | £6,292,317 | £5,788,629 | £8,687,709 | £0 | £8,258,760 | £6,088,500 | £4,946,450 | £5,146,250 | £6,058,114 | £6,294,692 | £4,504,245 | £5,709,315 | £6,013,000 | £6,792,260 | £6,283,838 | £5,508,100 | £8,497,709 |
| Funded in Month | 41 | 32 | 22 | 23 | 24 | 20 | 35 | 27 | 22 | 21 | 17 | 16 | 25 | 23 | 27 | 25 | 23 | 2 | 41 | 23 | 23 | 32 | 26 | 24 | 29 | 29 | 28 | 28 | 14 | 18 |
| Total Value Funded | £1,913,500 | £2,576,300 | £1,556,500 | £2,056,300 | £1,906,000 | £2,859,000 | £2,644,300 | £2,579,500 | £1,461,900 | £1,757,100 | £1,078,500 | £1,125,000 | £1,755,500 | £1,259,200 | £1,709,900 | £1,796,600 | £1,474,000 | £287,600 | £3,938,570 | £1,556,840 | £2,014,150 | £4,431,006 | £2,303,278 | £2,212,368 | £3,768,245 | £2,603,215 | £4,196,104 | £3,480,660 | £855,800 | £2,092,900 |
| Avg Funded Loan Size | £46,671 | £80,509 | £70,750 | £89,404 | £79,417 | £142,950 | £75,551 | £95,537 | £66,450 | £83,671 | £63,441 | £70,312 | £70,220 | £54,748 | £63,330 | £71,864 | £64,087 | £143,800 | £96,063 | £67,689 | £87,572 | £138,469 | £88,588 | £92,182 | £129,939 | £89,766 | £149,861 | £124,309 | £61,129 | £116,272 |
| Metric | Jan 24 | Feb 24 | Mar 24 | Apr 24 | May 24 | Jun 24 | Jul 24 | Aug 24 | Sep 24 | Oct 24 | Nov 24 | Dec 24 | Jan 25 | Feb 25 | Mar 25 | Apr 25 | May 25 | Jun 25 | Jul 25 | Aug 25 | Sep 25 | Oct 25 | Nov 25 | Dec 25 | Jan 26 | Feb 26 | Mar 26 | Apr 26 | May 26 | Jun 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Probate | ||||||||||||||||||||||||||||||
| New Leads Created | 13 | 12 | 20 | 30 | 22 | 25 | 40 | 71 | 77 | 86 | 82 | 83 | 107 | 93 | 76 | 60 | 65 | 72 | 72 | 77 | 77 | 65 | 40 | 37 | 40 | 62 | 52 | 55 | 65 | 64 |
| Qualified Leads | 3 | 2 | 3 | 9 | 2 | 9 | 7 | 19 | 22 | 15 | 15 | 16 | 31 | 23 | 12 | 7 | 8 | 13 | 21 | 22 | 22 | 28 | 16 | 13 | 22 | 32 | 28 | 24 | 23 | 19 |
| Qualification Rate | 23.1% | 16.7% | 15.0% | 30.0% | 9.1% | 36.0% | 17.5% | 26.8% | 28.6% | 17.4% | 18.3% | 19.3% | 29.0% | 24.7% | 15.8% | 11.7% | 12.3% | 18.1% | 29.2% | 28.6% | 28.6% | 43.1% | 40.0% | 35.1% | 55.0% | 51.6% | 53.8% | 43.6% | 35.4% | 29.7% |
| Applications Created | 0 | 0 | 0 | 28 | 27 | 23 | 24 | 41 | 19 | 16 | 22 | 33 | 31 | 27 | 25 | 27 | 0 | 28 | 27 | 23 | 24 | 41 | 18 | 15 | 22 | 34 | 31 | 30 | 24 | 26 |
| £ Value of Applications | £0 | £0 | £0 | £2,710,269 | £2,086,273 | £1,567,650 | £4,015,000 | £8,970,500 | £3,460,000 | £1,991,000 | £7,964,150 | £2,261,164 | £5,552,247 | £2,459,700 | £2,930,622 | £3,332,216 | £0 | £2,690,269 | £2,561,465 | £1,492,650 | £4,015,000 | £8,478,500 | £3,499,000 | £1,986,000 | £7,949,150 | £2,211,164 | £5,458,247 | £2,609,700 | £1,990,616 | £3,332,216 |
| Funded in Month | 0 | 1 | 3 | 3 | 1 | 3 | 4 | 1 | 6 | 9 | 9 | 9 | 16 | 12 | 14 | 11 | 14 | 2 | 11 | 9 | 6 | 10 | 7 | 8 | 6 | 10 | 5 | 9 | 3 | 2 |
| Total Value Funded | £0 | £50,000 | £261,497 | £177,567 | £45,000 | £195,600 | £194,336 | £38,700 | £247,000 | £965,000 | £349,000 | £480,000 | £991,000 | £438,000 | £869,000 | £1,527,000 | £683,800 | £190,000 | £1,356,000 | £779,315 | £520,500 | £886,800 | £244,000 | £406,000 | £396,150 | £500,165 | £817,000 | £1,725,347 | £530,000 | £20,000 |
| Avg Funded Loan Size | £0 | £50,000 | £87,166 | £59,189 | £45,000 | £65,200 | £48,584 | £38,700 | £41,167 | £107,222 | £38,778 | £53,333 | £61,938 | £36,500 | £62,071 | £138,818 | £48,843 | £95,000 | £123,273 | £86,591 | £86,750 | £88,680 | £34,857 | £50,750 | £66,025 | £50,016 | £163,400 | £191,705 | £176,667 | £10,000 |
Cohort Tracker
Each column = the month a lead/application was created; rows show where that cohort is now (live).
| Lead Cohort | Aug 25 | Sep 25 | Oct 25 | Nov 25 | Dec 25 | Jan 26 | Feb 26 | Mar 26 | Apr 26 | May 26 | Jun 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Leads | 183 | 189 | 171 | 124 | 84 | 172 | 146 | 175 | 153 | 187 | 202 |
| Qualified Leads | 55 | 78 | 73 | 56 | 34 | 72 | 75 | 102 | 70 | 72 | 76 |
| Qualification Rate | 30.1% | 41.3% | 42.7% | 45.2% | 40.5% | 41.9% | 51.4% | 58.3% | 45.8% | 38.5% | 37.6% |
| Disqualified | 111 | 98 | 92 | 67 | 45 | 78 | 68 | 61 | 71 | 91 | 72 |
| Cold | 11 | 10 | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 3 |
| Still Open | 6 | 3 | 3 | 1 | 5 | 22 | 3 | 12 | 12 | 23 | 51 |
| Application Cohort | Aug 25 | Sep 25 | Oct 25 | Nov 25 | Dec 25 | Jan 26 | Feb 26 | Mar 26 | Apr 26 | May 26 | Jun 26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Apps Created | 76 | 88 | 100 | 66 | 50 | 82 | 86 | 111 | 83 | 77 | 102 |
| Pending Application | 0 | 0 | 0 | 2 | 0 | 2 | 1 | 9 | 10 | 14 | 46 |
| Application Received | 0 | 1 | 0 | 1 | 1 | 0 | 1 | 3 | 5 | 8 | 20 |
| Pending Underwriting | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 2 | 0 |
| In Underwriting | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 2 | 14 |
| In Approval | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 |
| Documents To Be Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 3 | 0 |
| Client To Sign | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3 | 2 | 2 | 0 |
| Funded (Live) | 33 | 42 | 38 | 32 | 20 | 32 | 36 | 33 | 23 | 6 | 6 |
| Funded Rate | 43.4% | 47.7% | 38.0% | 48.5% | 40.0% | 39.0% | 41.9% | 29.7% | 27.7% | 7.8% | 5.9% |
| Rejected / Lost | 43 | 45 | 62 | 31 | 29 | 48 | 47 | 61 | 40 | 40 | 16 |
Family Law — Lead Sources
Salesforce-live. Source groups bucket the raw Lead_Source__c. “Qualified” = lead converted to an application. “Live” = its application reached Funded.
| Source | Leads | Qualified / Apps | Live (Funded) | % Still Open | Lead→Qual | Lead→Live | Qual→Live | Avg Funded |
|---|---|---|---|---|---|---|---|---|
| Family (All) | ||||||||
| Solicitor Referral | 992 | 506 | 150 | 17.2% | 51.0% | 15.1% | 29.6% | £137,268 |
| Broker Referral | 4 | 2 | 0 | 0.0% | 50.0% | 0.0% | 0.0% | £0 |
| Organic | 534 | 138 | 38 | 15.9% | 25.8% | 7.1% | 27.5% | £86,371 |
| Paid | 33 | 2 | 1 | 0.0% | 6.1% | 3.0% | 50.0% | £30,000 |
| Other | 41 | 8 | 5 | 0.0% | 19.5% | 12.2% | 62.5% | £304,640 |
| TOTAL | 1,604 | 656 | 194 | 16.6% | 40.9% | 12.1% | 29.6% | £131,059 |
| Legal Fee Family | ||||||||
| Solicitor Referral | 979 | 498 | 147 | 16.7% | 50.9% | 15.0% | 29.5% | £138,872 |
| Broker Referral | 3 | 1 | 0 | 0.0% | 33.3% | 0.0% | 0.0% | £0 |
| Organic | 470 | 128 | 37 | 14.8% | 27.2% | 7.9% | 28.9% | £87,354 |
| Paid | 20 | 2 | 1 | 0.0% | 10.0% | 5.0% | 50.0% | £30,000 |
| Other | 37 | 7 | 4 | 0.0% | 18.9% | 10.8% | 57.1% | £130,800 |
| TOTAL | 1,509 | 636 | 189 | 16.0% | 42.1% | 12.5% | 29.7% | £128,040 |
| Living Expense | ||||||||
| Solicitor Referral | 5 | 3 | 1 | 66.7% | 60.0% | 20.0% | 33.3% | £10,000 |
| Broker Referral | 0 | 0 | 0 | 0.0% | 0.0% | 0.0% | 0.0% | £0 |
| Organic | 10 | 0 | 0 | 0.0% | 0.0% | 0.0% | 0.0% | £0 |
| Paid | 3 | 0 | 0 | 0.0% | 0.0% | 0.0% | 0.0% | £0 |
| Other | 0 | 0 | 0 | 0.0% | 0.0% | 0.0% | 0.0% | £0 |
| TOTAL | 18 | 3 | 1 | 66.7% | 16.7% | 5.6% | 33.3% | £10,000 |
| Settlement Advance | ||||||||
| Solicitor Referral | 8 | 5 | 2 | 40.0% | 62.5% | 25.0% | 40.0% | £83,000 |
| Broker Referral | 1 | 1 | 0 | 0.0% | 100.0% | 0.0% | 0.0% | £0 |
| Organic | 54 | 10 | 1 | 30.0% | 18.5% | 1.9% | 10.0% | £50,000 |
| Paid | 10 | 0 | 0 | 0.0% | 0.0% | 0.0% | 0.0% | £0 |
| Other | 4 | 1 | 1 | 0.0% | 25.0% | 25.0% | 100.0% | £1,000,000 |
| TOTAL | 77 | 17 | 4 | 29.4% | 22.1% | 5.2% | 23.5% | £304,000 |
Probate — Lead Sources
Salesforce-live. Source groups bucket the raw Lead_Source__c. “Qualified” = lead converted to an application. “Live” = its application reached Funded.
| Source | Leads | Qualified / Apps | Live (Funded) | % Still Open | Lead→Qual | Lead→Live | Qual→Live | Avg Funded |
|---|---|---|---|---|---|---|---|---|
| Probate (All) | ||||||||
| Solicitor Referral | 187 | 101 | 31 | 12.9% | 54.0% | 16.6% | 30.7% | £138,337 |
| Broker Referral | 198 | 37 | 8 | 5.4% | 18.7% | 4.0% | 21.6% | £73,250 |
| Organic | 481 | 137 | 13 | 10.2% | 28.5% | 2.7% | 9.5% | £104,538 |
| Paid | 101 | 10 | 3 | 30.0% | 9.9% | 3.0% | 30.0% | £23,333 |
| Other | 63 | 16 | 6 | 12.5% | 25.4% | 9.5% | 37.5% | £45,892 |
| TOTAL | 1,030 | 301 | 61 | 11.3% | 29.2% | 5.9% | 20.3% | £107,849 |
| Inheritance Advance | ||||||||
| Solicitor Referral | 42 | 21 | 9 | 4.8% | 50.0% | 21.4% | 42.9% | £110,222 |
| Broker Referral | 123 | 22 | 5 | 9.1% | 17.9% | 4.1% | 22.7% | £74,000 |
| Organic | 334 | 97 | 9 | 8.2% | 29.0% | 2.7% | 9.3% | £76,111 |
| Paid | 93 | 8 | 2 | 37.5% | 8.6% | 2.2% | 25.0% | £22,500 |
| Other | 25 | 8 | 4 | 12.5% | 32.0% | 16.0% | 50.0% | £23,750 |
| TOTAL | 617 | 156 | 29 | 9.6% | 25.3% | 4.7% | 18.6% | £75,414 |
| Estate Expense and IHT | ||||||||
| Solicitor Referral | 111 | 63 | 20 | 15.9% | 56.8% | 18.0% | 31.7% | £127,947 |
| Broker Referral | 69 | 12 | 3 | 0.0% | 17.4% | 4.3% | 25.0% | £72,000 |
| Organic | 109 | 32 | 4 | 15.6% | 29.4% | 3.7% | 12.5% | £168,500 |
| Paid | 7 | 2 | 1 | 0.0% | 28.6% | 14.3% | 50.0% | £25,000 |
| Other | 35 | 8 | 2 | 12.5% | 22.9% | 5.7% | 25.0% | £90,175 |
| TOTAL | 331 | 117 | 30 | 13.7% | 35.3% | 9.1% | 25.6% | £121,810 |
| Legal Fee Private Client | ||||||||
| Solicitor Referral | 34 | 17 | 2 | 11.8% | 50.0% | 5.9% | 11.8% | £368,750 |
| Broker Referral | 6 | 3 | 0 | 0.0% | 50.0% | 0.0% | 0.0% | £0 |
| Organic | 38 | 8 | 0 | 12.5% | 21.1% | 0.0% | 0.0% | £0 |
| Paid | 1 | 0 | 0 | 0.0% | 0.0% | 0.0% | 0.0% | £0 |
| Other | 3 | 0 | 0 | 0.0% | 0.0% | 0.0% | 0.0% | £0 |
| TOTAL | 82 | 28 | 2 | 10.7% | 34.1% | 2.4% | 7.1% | £368,750 |
Why deals are lost — split lead-stage (Disqualified) vs opportunity-stage (Rejected/Lost), by product.
Lead Stage — Disqualification Reasons
| Reason | Family # | Family % | Probate # | Probate % | Total # | Total % |
|---|---|---|---|---|---|---|
| Insufficient assets | 261 | 35.5% | 18 | 3.5% | 279 | 22.4% |
| No response | 113 | 15.4% | 131 | 25.8% | 244 | 19.6% |
| Funding not required | 54 | 7.3% | 64 | 12.6% | 118 | 9.5% |
| Other | 57 | 7.8% | 50 | 9.8% | 107 | 8.6% |
| Client did not proceed | 37 | 5.0% | 50 | 9.8% | 87 | 7.0% |
| No professional firm | 50 | 6.8% | 25 | 4.9% | 75 | 6.0% |
| Duplicate referral | 34 | 4.6% | 40 | 7.9% | 74 | 6.0% |
| No clear route to repayment | 41 | 5.6% | 21 | 4.1% | 62 | 5.0% |
| Jurisdiction issues | 24 | 3.3% | 28 | 5.5% | 52 | 4.2% |
| Below minimum facility limit | 21 | 2.9% | 29 | 5.7% | 50 | 4.0% |
| Spam or fake details | 8 | 1.1% | 17 | 3.3% | 25 | 2.0% |
| Lack of clarity over assets | 17 | 2.3% | 5 | 1.0% | 22 | 1.8% |
| Proceedings outside of Level remit | 12 | 1.6% | 9 | 1.8% | 21 | 1.7% |
| Lost to competitor | 1 | 0.1% | 15 | 3.0% | 16 | 1.3% |
| Price | 3 | 0.4% | 4 | 0.8% | 7 | 0.6% |
| Conduct | 2 | 0.3% | 2 | 0.4% | 4 | 0.3% |
| TOTAL | 735 | 100.0% | 508 | 100.0% | 1,243 | 100.0% |
Opportunity Stage — Loss Reasons
| Reason | Family # | Family % | Probate # | Probate % | Total # | Total % |
|---|---|---|---|---|---|---|
| Funding not required | 45 | 11.9% | 39 | 18.1% | 84 | 14.2% |
| Client did not proceed | 48 | 12.7% | 33 | 15.3% | 81 | 13.7% |
| Insufficient assets | 65 | 17.2% | 12 | 5.6% | 77 | 13.0% |
| No response | 29 | 7.7% | 25 | 11.6% | 54 | 9.1% |
| Other | 29 | 7.7% | 18 | 8.4% | 47 | 7.9% |
| Outside of risk appetite | 27 | 7.2% | 11 | 5.1% | 38 | 6.4% |
| No professional firm | 8 | 2.1% | 19 | 8.8% | 27 | 4.6% |
| Lost to Competitor | 9 | 2.4% | 6 | 2.8% | 15 | 2.5% |
| No clear route to repayment | 8 | 2.1% | 2 | 0.9% | 10 | 1.7% |
| Jurisdiction issues | 3 | 0.8% | 5 | 2.3% | 8 | 1.4% |
| Price | 4 | 1.1% | 3 | 1.4% | 7 | 1.2% |
| No assets in the UK | 2 | 0.5% | 1 | 0.5% | 3 | 0.5% |
| Worst case of 0 | 2 | 0.5% | 1 | 0.5% | 3 | 0.5% |
| Below minimum facility limit | 1 | 0.3% | 1 | 0.5% | 2 | 0.3% |
| Lack of clarity over assets | 2 | 0.5% | 0 | 0.0% | 2 | 0.3% |
| Conduct | 0 | 0.0% | 1 | 0.5% | 1 | 0.2% |
| TOTAL | 377 | 100.0% | 215 | 100.0% | 592 | 100.0% |
Family Law — Firm Volume
183
Active firms 2026 YTD
200
Active firms 2025
373
2026 YTD apps
2.0
Apps/active firm 2026
| Firm | 2025 Apps | 2026 YTD | 2026 Annualised | Trend | 2025 Funded | 2026 Funded | 2025 Value | 2026 Value | Last App | All-Time |
|---|---|---|---|---|---|---|---|---|---|---|
| Stowe Family Law | 15 | 15 | 30 | Growing | 6 | 5 | £284,000 | £329,000 | 26/06/2026 | 30 |
| Knights | 3 | 10 | 20 | Growing | 2 | 5 | £135,000 | £635,000 | 09/06/2026 | 13 |
| Keystone Law | 8 | 9 | 18 | Growing | 3 | 3 | £863,870 | £826,000 | 09/06/2026 | 17 |
| Harrison Clark Rickerbys / HCR | 9 | 8 | 16 | Growing | 4 | 3 | £204,100 | £205,000 | 08/06/2026 | 17 |
| The Level Group | 1 | 8 | 16 | Growing | 0 | 0 | £0 | £0 | 26/06/2026 | 9 |
| Dawson Cornwell | 0 | 8 | 16 | New | 0 | 1 | £0 | £68,000 | 19/06/2026 | 8 |
| DMH Stallard | 8 | 7 | 14 | Growing | 5 | 3 | £645,000 | £151,000 | 29/06/2026 | 15 |
| JMW Solicitors | 3 | 7 | 14 | Growing | 1 | 3 | £124,000 | £400,000 | 17/06/2026 | 10 |
| Moss Fallon | 12 | 6 | 12 | Stable | 4 | 3 | £376,000 | £936,000 | 19/06/2026 | 18 |
| Rayden Solicitors | 6 | 6 | 12 | Growing | 1 | 2 | £78,000 | £180,000 | 25/06/2026 | 12 |
| Payne Hicks Beach | 4 | 6 | 12 | Growing | 0 | 1 | £0 | £200,000 | 15/06/2026 | 10 |
| Stephens Scown | 4 | 6 | 12 | Growing | 3 | 2 | £208,000 | £83,000 | 15/04/2026 | 10 |
| Penningtons Manches Cooper | 8 | 5 | 10 | Growing | 2 | 1 | £145,000 | £165,000 | 26/06/2026 | 13 |
| Hall Brown | 5 | 5 | 10 | Growing | 1 | 0 | £129,000 | £0 | 29/06/2026 | 10 |
| Gunnercooke | 1 | 5 | 10 | Growing | 1 | 1 | £35,000 | £52,000 | 16/06/2026 | 6 |
| Mills & Reeve | 0 | 5 | 10 | New | 0 | 2 | £0 | £92,500 | 08/05/2026 | 5 |
| Alexiou Fisher Philipps | 4 | 4 | 8 | Growing | 2 | 1 | £252,000 | £129,000 | 28/04/2026 | 8 |
| Fladgate | 3 | 4 | 8 | Growing | 2 | 1 | £775,000 | £130,000 | 18/06/2026 | 7 |
| Ribet Myles | 3 | 4 | 8 | Growing | 2 | 1 | £51,243 | £60,000 | 12/05/2026 | 7 |
| Burgess Mee | 3 | 4 | 8 | Growing | 1 | 2 | £220,000 | £325,100 | 15/04/2026 | 7 |
| Beck Fitzgerald | 3 | 4 | 8 | Growing | 2 | 2 | £155,000 | £300,000 | 23/04/2026 | 7 |
| Cadence Solicitors LLP | 2 | 4 | 8 | Growing | 0 | 1 | £0 | £150,000 | 26/05/2026 | 6 |
| Hughes Fowler Carruthers | 1 | 4 | 8 | Growing | 0 | 1 | £0 | £726,000 | 15/06/2026 | 5 |
| Steele Raymond LLP | 0 | 4 | 8 | New | 0 | 0 | £0 | £0 | 26/03/2026 | 4 |
| Family Law in Partnership | 0 | 4 | 8 | New | 0 | 3 | £0 | £665,000 | 31/03/2026 | 4 |
| Weightmans | 0 | 4 | 8 | New | 0 | 0 | £0 | £0 | 19/06/2026 | 4 |
| Mishcon de Reya | 5 | 3 | 6 | Growing | 0 | 3 | £0 | £390,000 | 11/03/2026 | 8 |
| Hunters Law | 4 | 3 | 6 | Growing | 1 | 3 | £52,000 | £567,600 | 11/03/2026 | 7 |
| Irwin Mitchell | 3 | 3 | 6 | Growing | 1 | 1 | £50,000 | £24,000 | 17/06/2026 | 6 |
| Simons Muirhead & Burton | 2 | 3 | 6 | Growing | 2 | 1 | £195,000 | £75,000 | 22/05/2026 | 5 |
| Farrer & Co | 2 | 3 | 6 | Growing | 0 | 1 | £0 | £150,000 | 22/06/2026 | 5 |
| Leathes Prior | 1 | 3 | 6 | Growing | 1 | 0 | £28,200 | £0 | 13/05/2026 | 4 |
| Sills & Betteridge | 1 | 3 | 6 | Growing | 1 | 3 | £45,000 | £310,000 | 17/02/2026 | 4 |
| Boodle Hatfield | 1 | 3 | 6 | Growing | 0 | 1 | £0 | £210,000 | 05/06/2026 | 4 |
| Anthony Gold | 1 | 3 | 6 | Growing | 0 | 0 | £0 | £0 | 09/06/2026 | 4 |
| Setfords Solicitors | 0 | 3 | 6 | New | 0 | 1 | £0 | £123,000 | 27/04/2026 | 3 |
| The Family Law Co | 0 | 3 | 6 | New | 0 | 0 | £0 | £0 | 30/03/2026 | 3 |
| Royds Withy King / RWK Goodman | 0 | 3 | 6 | New | 0 | 0 | £0 | £0 | 21/05/2026 | 3 |
| Jones Nickolds | 0 | 3 | 6 | New | 0 | 0 | £0 | £0 | 18/05/2026 | 3 |
| Patron Law | 0 | 3 | 6 | New | 0 | 1 | £0 | £60,000 | 08/04/2026 | 3 |
| Stewarts Law | 6 | 2 | 4 | Declining | 4 | 2 | £1,970,000 | £475,000 | 09/06/2026 | 8 |
| Adler Family Law | 5 | 2 | 4 | Stable | 4 | 1 | £301,000 | £90,000 | 16/06/2026 | 7 |
| McAlister Family Law | 5 | 2 | 4 | Stable | 0 | 1 | £0 | £60,000 | 22/05/2026 | 7 |
| Complete Family Law | 5 | 2 | 4 | Stable | 2 | 1 | £60,000 | £50,000 | 23/06/2026 | 7 |
| Forsters LLP | 5 | 2 | 4 | Stable | 3 | 1 | £120,000 | £200,000 | 07/04/2026 | 7 |
| Blake Morgan | 5 | 2 | 4 | Stable | 2 | 3 | £214,525 | £156,000 | 16/02/2026 | 7 |
| Laurus Law | 4 | 2 | 4 | Stable | 4 | 1 | £413,676 | £32,000 | 22/06/2026 | 6 |
| CH-R Solicitors | 3 | 2 | 4 | Growing | 3 | 2 | £306,720 | £225,000 | 20/01/2026 | 5 |
| Gardner Leader | 3 | 2 | 4 | Growing | 1 | 0 | £90,000 | £0 | 11/03/2026 | 5 |
| Slater Heelis | 3 | 2 | 4 | Growing | 1 | 0 | £22,000 | £0 | 20/02/2026 | 5 |
| Parfitt Cresswell | 3 | 2 | 4 | Growing | 1 | 1 | £108,850 | £60,000 | 13/05/2026 | 5 |
| Expatriate Law | 2 | 2 | 4 | Growing | 0 | 0 | £0 | £0 | 01/06/2026 | 4 |
| Beckett Solicitors | 2 | 2 | 4 | Growing | 0 | 0 | £0 | £0 | 01/06/2026 | 4 |
| Carla Hull Solicitors | 2 | 2 | 4 | Growing | 2 | 1 | £170,000 | £30,000 | 02/06/2026 | 4 |
| Slee Blackwell Solicitors LLP | 2 | 2 | 4 | Growing | 0 | 1 | £0 | £20,000 | 22/05/2026 | 4 |
| SAS Daniels | 2 | 2 | 4 | Growing | 1 | 1 | £100,000 | £22,000 | 10/06/2026 | 4 |
| Burges Salmon | 1 | 2 | 4 | Growing | 1 | 2 | £158,000 | £421,000 | 24/02/2026 | 3 |
| Major Family Law | 1 | 2 | 4 | Growing | 1 | 0 | £35,000 | £0 | 16/03/2026 | 3 |
| TWM Solicitors | 1 | 2 | 4 | Growing | 1 | 0 | £46,800 | £0 | 06/05/2026 | 3 |
| Kingsley Napley | 1 | 2 | 4 | Growing | 1 | 1 | £45,000 | £30,000 | 11/05/2026 | 3 |
Probate — Firm Volume
95
Active firms 2026 YTD
97
Active firms 2025
167
2026 YTD apps
1.8
Apps/active firm 2026
| Firm | 2025 Apps | 2026 YTD | 2026 Annualised | Trend | 2025 Funded | 2026 Funded | 2025 Value | 2026 Value | Last App | All-Time |
|---|---|---|---|---|---|---|---|---|---|---|
| The Level Group | 24 | 47 | 94 | Growing | 0 | 0 | £0 | £0 | 23/06/2026 | 71 |
| Streathers | 5 | 6 | 12 | Growing | 5 | 2 | £370,000 | £152,665 | 17/06/2026 | 11 |
| Co-op Legal Services | 9 | 5 | 10 | Stable | 3 | 1 | £125,000 | £13,000 | 15/06/2026 | 14 |
| Laurelo Limited | 1 | 5 | 10 | Growing | 1 | 4 | £10,000 | £65,000 | 09/06/2026 | 6 |
| Honey Legal | 2 | 4 | 8 | Growing | 0 | 1 | £0 | £300,000 | 08/06/2026 | 6 |
| IWC Probate and Will Services | 5 | 2 | 4 | Stable | 3 | 1 | £29,350 | £20,000 | 01/05/2026 | 7 |
| Irwin Mitchell | 3 | 2 | 4 | Growing | 1 | 0 | £40,000 | £0 | 28/05/2026 | 5 |
| Stephen Rimmer LLP | 1 | 2 | 4 | Growing | 0 | 0 | £0 | £0 | 24/04/2026 | 3 |
| The Burnside Partnership | 1 | 2 | 4 | Growing | 0 | 2 | £0 | £27,500 | 05/02/2026 | 3 |
| Garner & Hancock Solicitors | 0 | 2 | 4 | New | 0 | 1 | £0 | £250,000 | 01/06/2026 | 2 |
| Collyer Bristow | 0 | 2 | 4 | New | 0 | 0 | £0 | £0 | 09/02/2026 | 2 |
| Powell & Co | 0 | 2 | 4 | New | 0 | 0 | £0 | £0 | 10/03/2026 | 2 |
| Wansbroughs LLP | 0 | 2 | 4 | New | 0 | 2 | £0 | £90,000 | 27/04/2026 | 2 |
| Spencer West LLP | 0 | 2 | 4 | New | 0 | 1 | £0 | £25,000 | 23/04/2026 | 2 |
| Law Lane Solicitors | 0 | 2 | 4 | New | 0 | 1 | £0 | £45,000 | 16/04/2026 | 2 |
| Kings Court Trust Ltd | 5 | 1 | 2 | Declining | 2 | 0 | £145,000 | £0 | 18/03/2026 | 6 |
| Ashfords | 3 | 1 | 2 | Declining | 2 | 0 | £475,000 | £0 | 09/03/2026 | 4 |
| Hedges Law | 3 | 1 | 2 | Declining | 2 | 1 | £118,800 | £11,700 | 02/04/2026 | 4 |
| Taylor Rose | 2 | 1 | 2 | Stable | 1 | 1 | £20,000 | £15,000 | 24/04/2026 | 3 |
| KWW Solicitors | 2 | 1 | 2 | Stable | 2 | 0 | £60,000 | £0 | 16/06/2026 | 3 |
| Alfred Newton Solicitors | 2 | 1 | 2 | Stable | 1 | 0 | £10,000 | £0 | 30/01/2026 | 3 |
| Ellis Jones | 2 | 1 | 2 | Stable | 2 | 1 | £20,000 | £15,000 | 24/02/2026 | 3 |
| Knights | 2 | 1 | 2 | Stable | 0 | 0 | £0 | £0 | 10/03/2026 | 3 |
| Curwens | 1 | 1 | 2 | Growing | 1 | 0 | £44,000 | £0 | 04/03/2026 | 2 |
| Morton Fraser MacRoberts LLP | 1 | 1 | 2 | Growing | 1 | 0 | £185,150 | £0 | 09/04/2026 | 2 |
| Birketts | 1 | 1 | 2 | Growing | 0 | 0 | £0 | £0 | 20/05/2026 | 2 |
| Giles Wilson | 1 | 1 | 2 | Growing | 1 | 0 | £50,000 | £0 | 09/02/2026 | 2 |
| Aaron & Partners | 1 | 1 | 2 | Growing | 0 | 2 | £0 | £30,000 | 09/02/2026 | 2 |
| Ash Hill solicitors | 1 | 1 | 2 | Growing | 1 | 0 | £68,000 | £0 | 08/04/2026 | 2 |
| Ware & Kay Solicitors | 1 | 1 | 2 | Growing | 1 | 0 | £30,000 | £0 | 09/02/2026 | 2 |
| Charles Russell Speechlys | 1 | 1 | 2 | Growing | 0 | 0 | £0 | £0 | 30/01/2026 | 2 |
| Lester Aldridge | 1 | 1 | 2 | Growing | 1 | 1 | £31,000 | £60,000 | 12/03/2026 | 2 |
| IMD Solicitors | 0 | 1 | 2 | New | 0 | 1 | £0 | £31,150 | 14/01/2026 | 1 |
| KA Legal | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 20/01/2026 | 1 |
| Shergills & Co | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 23/01/2026 | 1 |
| Brindley Twist Tafft & James LLP | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 23/01/2026 | 1 |
| RedBar Law | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 27/01/2026 | 1 |
| RCN Law | 0 | 1 | 2 | New | 0 | 1 | £0 | £400,000 | 29/01/2026 | 1 |
| Ison Harrison Solicitors | 0 | 1 | 2 | New | 0 | 1 | £0 | £60,000 | 02/02/2026 | 1 |
| Askews Solicitors | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 02/02/2026 | 1 |
| Ratcliffes Solicitors | 0 | 1 | 2 | New | 0 | 1 | £0 | £22,000 | 03/02/2026 | 1 |
| Churchers Solicitors | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 03/02/2026 | 1 |
| Fidelis Legal Services | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 05/02/2026 | 1 |
| Roskilly and Mills | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 09/02/2026 | 1 |
| Sternberg Reed | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 11/02/2026 | 1 |
| Astle Paterson | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 11/02/2026 | 1 |
| Adie Pepperdine Ltd | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 11/02/2026 | 1 |
| Mullis & Peake | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 16/02/2026 | 1 |
| Debenhams Ottaway | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 17/02/2026 | 1 |
| Symes Bains Boomer Solicitors | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 18/02/2026 | 1 |
| Dutton Gregory | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 23/02/2026 | 1 |
| TEST FAMILY FIRM | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 25/02/2026 | 1 |
| Cooper Sons Hartley & Williams | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 02/03/2026 | 1 |
| Bowcock and Pursaill LLP | 0 | 1 | 2 | New | 0 | 1 | £0 | £35,000 | 02/03/2026 | 1 |
| Carr and Co Solicitors | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 02/03/2026 | 1 |
| Sail Legal | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 03/03/2026 | 1 |
| Nantes Solicitors | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 03/03/2026 | 1 |
| Downs Solicitors LLP | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 06/03/2026 | 1 |
| Blackwood & Smith LLP | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 06/03/2026 | 1 |
| Mason and Beer | 0 | 1 | 2 | New | 0 | 0 | £0 | £0 | 09/03/2026 | 1 |
Pipeline Snapshot
Open pipeline by stage & product (live). Age vs benchmark flags stalled cases.
| Stage | Count | Total Facility | Avg Size | Avg Age (days) | Benchmark | % Overdue |
|---|---|---|---|---|---|---|
| FAMILY LAW | ||||||
| Client To Sign | 6 | £541,000 | £90,167 | 14 | 35 | 16.7% |
| Documents To Be Issued | 4 | £418,000 | £104,500 | 29 | 35 | 25.0% |
| In Approval | 1 | £43,000 | £43,000 | 4 | 35 | 0.0% |
| In Underwriting | 12 | £3,736,440 | £311,370 | 5 | 35 | 8.3% |
| Pending Underwriting | 0 | £0 | — | — | 35 | — |
| Application Received | 31 | £3,791,282 | £122,299 | 13 | 35 | 19.4% |
| Pending Application | 64 | £4,756,000 | £74,312 | 33 | 35 | 32.8% |
| TOTAL OPEN | 118 | £13,285,722 | ||||
| INHERITANCE ADVANCE | ||||||
| Client To Sign | 0 | £0 | — | — | 21 | — |
| Documents To Be Issued | 0 | £0 | — | — | 21 | — |
| In Approval | 0 | £0 | — | — | 21 | — |
| In Underwriting | 1 | £30,000 | £30,000 | 3 | 21 | 0.0% |
| Pending Underwriting | 1 | £500,000 | £500,000 | 0 | 21 | 0.0% |
| Application Received | 4 | £245,000 | £61,250 | 17 | 21 | 50.0% |
| Pending Application | 11 | £585,000 | £53,182 | 36 | 21 | 63.6% |
| TOTAL OPEN | 17 | £1,360,000 | ||||
| ESTATE EXPENSE & IHT | ||||||
| Client To Sign | 1 | £1,250,000 | £1,250,000 | 17 | 22 | 0.0% |
| Documents To Be Issued | 0 | £0 | — | — | 22 | — |
| In Approval | 0 | £0 | — | — | 22 | — |
| In Underwriting | 4 | £430,829 | £107,707 | 2 | 22 | 0.0% |
| Pending Underwriting | 1 | £260,000 | £260,000 | 12 | 22 | 0.0% |
| Application Received | 4 | £271,600 | £67,900 | 45 | 22 | 50.0% |
| Pending Application | 7 | £2,178,387 | £311,198 | 29 | 22 | 28.6% |
| TOTAL OPEN | 17 | £4,390,816 | ||||
Open Lead Summary (by status)
| Product | Cold | Contacted | Engaged | Ready to Convert | New | TOTAL |
|---|---|---|---|---|---|---|
| Family Law | 97 | 12 | 39 | 49 | 16 | 213 |
| Inheritance Advance | 65 | 16 | 26 | 29 | 5 | 141 |
| Estate Expense & IHT | 25 | 7 | 12 | 25 | 5 | 74 |
Charts
Funded volume & value, Family vs Probate, monthly (Pre-SF + live).
Pipeline Prediction — Overview
Stage-adjusted Bayesian forecast of this month's funding from the live open pipeline. Forecast date 29 Jun 2026 · month-end 30 Jun 2026 · 1 day(s) remaining. TOTAL = weighted pipeline + same-month inflow + already-banked.
£4,645,778
Forecast — Combined (point)
£3,359,058
Family Law
£1,286,720
Probate
£3,302,027 – £5,989,529
Confidence band (±MAE)
Forecast Summary
| Pipeline | Same-Month Inflow | Already Banked | TOTAL | |
|---|---|---|---|---|
| Family Law | £648,158 | £618,000 | £2,092,900 | £3,359,058 |
| Probate | £1,112,098 | £154,622 | £20,000 | £1,286,720 |
| COMBINED | £1,760,256 | £772,622 | £2,112,900 | £4,645,778 |
Scenario Analysis
| Bear (Low) | Base (Mid) | Bull (High) | |
|---|---|---|---|
| Family Law | £3,051,058 | £3,359,058 | £3,391,058 |
| Probate | £1,227,098 | £1,286,720 | £1,472,098 |
| COMBINED | £4,278,156 | £4,645,778 | £4,863,156 |
Confidence Bands (±historical MAE)
| Low (−MAE) | Point Est. | High (+MAE) | MAE | |
|---|---|---|---|---|
| Family Law | £2,620,065 | £3,359,058 | £4,098,050 | 22.0% |
| Probate | £681,962 | £1,286,720 | £1,891,478 | 47.0% |
| COMBINED | £3,302,027 | £4,645,778 | £5,989,529 |
Method: per-loan weighted £ = Amount × stage-conversion × P(closes this month). Late stages (Client To Sign 90%, Docs 85%, In Approval 70%) bypass the timing curve; earlier stages use the time-to-close CDF over the days remaining, with an age-decay penalty on Pending Application. Inflow & MAE are Josh's tuned parameters.
Month-to-Date Pace
This month's first 29 days vs the same first 29 days of the prior 3 months. Projected = current run-rate × 30 days.
| Metric | This Month MTD | 3-Mo Avg (same days) | Difference | Pace | Status | Projected Full Month |
|---|---|---|---|---|---|---|
| Family Law | ||||||
| New Leads Created | 131 | 107 | +24 | 122.4% | Ahead | 136 |
| Leads Qualified | 70 | 52 | +18 | 134.6% | Ahead | 72 |
| Applications Created | 76 | 57 | +19 | 132.6% | Ahead | 79 |
| Loans Funded | 18 | 20 | -2 | 88.5% | Behind | 19 |
| Value Funded | £2,092,900 | £2,471,635 | £378,735 | 84.7% | Behind | £2,165,069 |
| Metric | This Month MTD | 3-Mo Avg (same days) | Difference | Pace | Status | Projected Full Month |
|---|---|---|---|---|---|---|
| Probate | ||||||
| New Leads Created | 64 | 54 | +10 | 119.3% | Ahead | 66 |
| Leads Qualified | 22 | 25 | -3 | 86.8% | Behind | 23 |
| Applications Created | 26 | 27 | -1 | 95.1% | On Track | 27 |
| Loans Funded | 2 | 5 | -3 | 40.0% | Behind | 2 |
| Value Funded | £20,000 | £985,116 | £965,116 | 2.0% | Behind | £20,690 |
Family Law Forecast — Pipeline Detail
Each open loan's expected contribution to this month's funding. Pipeline total = £648,158.
| Application | Stage | Amount | Age | Stage Conv | CDF / P(close) | Weighted £ | Flag |
|---|---|---|---|---|---|---|---|
| Gemma Aysha Mailk- Family Law | Client To Sign | £230,000 | 78 | 94.0% | 90.0% | £194,580 | |
| Victoria Jane Pilcher- Family Law | Client To Sign | £160,000 | 54 | 94.0% | 90.0% | £135,360 | |
| Andrea Mason- Family Law | Documents To Be Issued | £78,000 | 92 | 94.0% | 85.0% | £62,322 | |
| Iris Tuechter- Family Law | Client To Sign | £50,000 | 63 | 94.0% | 90.0% | £42,300 | |
| Martin Williams- Family Law | Documents To Be Issued | £50,000 | 39 | 94.0% | 85.0% | £39,950 | |
| Anita Barnard- Family Law | Client To Sign | £43,000 | 105 | 94.0% | 90.0% | £36,378 | |
| Tracy Wedge- Family Law | Documents To Be Issued | £38,000 | 42 | 94.0% | 85.0% | £30,362 | |
| Victoria Sanham- Family Law | In Approval | £43,000 | 92 | 88.8% | 70.0% | £26,729 | |
| Hetal Shah- Family Law | Client To Sign | £30,000 | 116 | 94.0% | 90.0% | £25,380 | |
| Liz Cousins- Family Law | Client To Sign | £28,000 | 56 | 94.0% | 90.0% | £23,688 | |
| [PLAW-DMS_UK.FID6931165] Penningtons Law tbc- Family Law | Pending Application | £250,000 | 4 | 36.6% | 2.1% | £8,492 | UPSIDE |
| Zhi Shan - Family Law Increase | In Underwriting | £90,000 | 4 | 66.2% | 2.1% | £5,564 | |
| Sarah DC- Family Law | Pending Application | £150,000 | 14 | 36.6% | 21.3% | £2,489 | |
| Sophie Charlotte Church- Family Law | Pending Application | £150,000 | 14 | 36.6% | 21.3% | £2,489 | |
| Raydens TBD- Family Law | Pending Application | £75,000 | 29 | 36.6% | 39.3% | £2,415 | |
| Serap Burke- Family Law | Pending Application | £75,000 | 19 | 36.6% | 25.5% | £2,029 | |
| Julia Korona Petersfields tbc- Family Law | Pending Application | £50,000 | 4 | 36.6% | 2.1% | £1,698 | |
| M Moore- Family Law | Pending Application | £50,000 | 29 | 36.6% | 39.3% | £1,610 | |
| Min Chauhan- Family Law | Pending Application | £60,000 | 14 | 36.6% | 21.3% | £996 | |
| Sharon Cairns - Family Law | Pending Application | £60,000 | 14 | 36.6% | 21.3% | £996 | |
| Nicole Setoudeh- Family Law | Pending Application | £30,000 | 29 | 36.6% | 39.3% | £966 | |
| Stuart Lloyd- Family Law | Pending Application | £70,000 | 74 | 32.9% | 83.7% | £665 | |
| Najaf Butt- Family Law | Pending Application | £20,000 | 54 | 36.6% | 69.0% | £368 | |
| Bronwyn Bailey- Family Law | Pending Application | £20,000 | 14 | 36.6% | 21.3% | £332 | |
| Rashma Blackman- Family Law | Application Received | £130,000 | 280 | 59.2% | 98.0% | £0 | |
| Liz Allan- Family Law | Application Received | £552,000 | 229 | 59.2% | 98.0% | £0 | UPSIDE |
| Sarah-Jane Tucker- Family Law | Pending Application | £50,000 | 228 | 22.0% | 98.0% | £0 | |
| Jillian Lappas- Family Law | Pending Application | £50,000 | 215 | 22.0% | 98.0% | £0 | |
| Priyesh Ranmal- Family Law | Application Received | £204,000 | 200 | 59.2% | 98.0% | £0 | |
| Mark Everton Saunds- Family Law | Pending Application | £60,000 | 176 | 22.0% | 98.8% | £0 | |
| Colin Henney- Family Law | Pending Application | £100,000 | 160 | 22.0% | 98.8% | £0 | |
| Annabelle Catherine Douglas - Family Law | Application Received | £120,000 | 126 | 59.2% | 96.2% | £0 | |
| Joanne Tapper- Family Law | Pending Application | £125,000 | 123 | 22.0% | 95.8% | £0 | |
| Katrina Loizou- Family Law | Pending Application | £80,000 | 113 | 27.4% | 94.1% | £0 | |
| Gardner TBC- Family Law | Pending Application | £70,000 | 111 | 27.4% | 94.1% | £0 | |
| Catherine Bellsham- Family Law | Pending Application | £150,000 | 102 | 27.4% | 93.3% | £0 | |
| KGW Family Law (TBD) Will Matthews- Family Law | Pending Application | £70,000 | 97 | 27.4% | 92.5% | £0 | |
| Michael Gordon Reed- Family Law | Pending Application | £75,000 | 96 | 27.4% | 92.5% | £0 | |
| jennifer elgumati- Family Law | Application Received | £108,000 | 95 | 59.2% | 92.5% | £0 | |
| Amy Parmar- Family Law | Pending Application | £100,000 | 92 | 27.4% | 91.6% | £0 | |
| Paul Jackson- Family Law | Pending Application | £50,000 | 91 | 27.4% | 91.6% | £0 | |
| Elena Kroupeeva (PHB LLP) | In Underwriting | £2,000,000 | 90 | 66.2% | 91.6% | £0 | UPSIDE |
| Victoria Hierons- Family Law | In Underwriting | £60,000 | 83 | 66.2% | 87.9% | £0 | |
| Carmen Lang- Family Law | Application Received | £44,413 | 82 | 59.2% | 87.9% | £0 | |
| Kimberly Liron Dadoun- Family Law | Application Received | £500,000 | 76 | 59.2% | 85.8% | £0 | UPSIDE |
| Simona Bazanova- Family Law | Pending Application | £50,000 | 67 | 32.9% | 79.9% | £0 | |
| Emilia Garnett- Family Law | Application Received | £50,000 | 63 | 59.2% | 76.6% | £0 | |
| Juan Zhuang- Family Law | Pending Application | £80,000 | 62 | 32.9% | 76.6% | £0 | |
| TBD- Family Law | Pending Application | £70,000 | 62 | 32.9% | 76.6% | £0 | |
| Sian Ryan- Family Law | Application Received | £89,000 | 61 | 59.2% | 76.6% | £0 | |
| Karina Dahl-Wheeler- Family Law | Pending Application | £50,000 | 60 | 36.6% | 76.6% | £0 | |
| Joanne Louise Cooke - Family Law Increase | In Underwriting | £98,000 | 56 | 66.2% | 72.8% | £0 | |
| Nicola Litman- Family Law | Pending Application | £125,000 | 53 | 36.6% | 69.0% | £0 | |
| TBD- Family Law | Pending Application | £40,000 | 53 | 36.6% | 69.0% | £0 | |
| Anne-Marie von Mallinckrodt- Family Law | Application Received | £108,100 | 50 | 59.2% | 69.0% | £0 | |
| Amanda (Mandy) Maass- Family Law | Pending Application | £50,000 | 48 | 36.6% | 63.2% | £0 | |
| Jodie Stewart- Family Law | Pending Application | £80,000 | 43 | 36.6% | 56.1% | £0 | |
| Sharon Singh- Family Law | Pending Application | £40,000 | 43 | 36.6% | 56.1% | £0 | |
| Louise Brandley | In Underwriting | £290,000 | 42 | 66.2% | 56.1% | £0 | UPSIDE |
| Dawson Cornwell LLP (TPC) Aiza Khan- Family Law | Pending Application | £60,000 | 42 | 36.6% | 56.1% | £0 | |
| Westley Mercer - Increase- Family Law | Application Received | £210,000 | 42 | 59.2% | 56.1% | £0 | |
| Susie Campbell- Family Law | Pending Application | £150,000 | 41 | 36.6% | 56.1% | £0 | |
| Cinda Foley- Family Law | Application Received | £50,000 | 40 | 59.2% | 56.1% | £0 | |
| Paul Cracker- Family Law | Application Received | £150,000 | 40 | 59.2% | 56.1% | £0 | |
| Emma Louise Callaghan- Family Law | Pending Application | £75,000 | 35 | 36.6% | 52.3% | £0 | |
| Charlotte Mason- Family Law | Application Received | £100,000 | 35 | 59.2% | 52.3% | £0 | |
| Rosalia Trupiano- Family Law | Pending Application | £120,000 | 32 | 36.6% | 46.9% | £0 | |
| Doug Hale- Family Law | Application Received | £25,000 | 28 | 59.2% | 39.3% | £0 | |
| Kay Tamcken- Family Law | In Underwriting | £50,000 | 28 | 66.2% | 39.3% | £0 | |
| Kirstine Elizabeth Mitchell - Increase | Application Received | £80,000 | 28 | 59.2% | 39.3% | £0 | |
| Hannah Hall Moss Fallon tbc- Family Law | Pending Application | £70,000 | 28 | 36.6% | 39.3% | £0 | |
| Kenneth Edward Cunningham- Family Law | Application Received | £50,000 | 27 | 59.2% | 39.3% | £0 | |
| Caius Charlemagne- Family Law | In Underwriting | £100,000 | 27 | 66.2% | 39.3% | £0 | |
| Amanda Newton-Browning - Increase | In Underwriting | £150,000 | 26 | 66.2% | 39.3% | £0 | |
| Rebecca Anne Whitehouse - Family Law | Pending Application | £100,000 | 25 | 36.6% | 39.3% | £0 | |
| Lok Sze Bithiah Heung- Family Law | Application Received | £276,199 | 25 | 59.2% | 39.3% | £0 | UPSIDE |
| Amanda Walton- Family Law | Application Received | £80,000 | 25 | 59.2% | 39.3% | £0 | |
| Margaret Harper - Family Law | Application Received | £75,000 | 22 | 59.2% | 32.2% | £0 | |
| Oxana Raileanu- Family Law | Application Received | £30,000 | 22 | 59.2% | 32.2% | £0 | |
| Amanda Fears- Family Law | Pending Application | £40,000 | 22 | 36.6% | 32.2% | £0 | |
| Michelle Bourne - Family Law | In Underwriting | £135,000 | 21 | 66.2% | 32.2% | £0 | |
| Jane Barber- Family Law | Pending Application | £200,000 | 21 | 36.6% | 32.2% | £0 | |
| Carmelah Hulse - Family Law | Application Received | £101,400 | 20 | 59.2% | 32.2% | £0 | |
| Joanne Donaghy- Family Law | Pending Application | £20,000 | 20 | 36.6% | 32.2% | £0 | |
| Mark Horton- Family Law | In Underwriting | £85,000 | 20 | 66.2% | 32.2% | £0 | |
| Jayne Marie Black (increase) - Family Law | Application Received | £50,000 | 20 | 59.2% | 32.2% | £0 | |
| TBD Cripps- Family Law | Pending Application | £96,000 | 18 | 36.6% | 25.5% | £0 | |
| Rukhsana Sheikh - Family Law | Application Received | £78,000 | 18 | 59.2% | 25.5% | £0 | |
| Mariana Mauricio- Family Law | Application Received | £190,670 | 15 | 59.2% | 25.5% | £0 | |
| Hanifa Azri- Family Law | Pending Application | £250,000 | 15 | 36.6% | 25.5% | £0 | UPSIDE |
| Ran Ankory- Family Law | Pending Application | £45,000 | 15 | 36.6% | 25.5% | £0 | |
| Laura Zaman - Family Law Increase | Application Received | £12,500 | 15 | 59.2% | 25.5% | £0 | |
| Tania Hall - Family Law | Application Received | £50,000 | 15 | 59.2% | 25.5% | £0 | |
| Amina Malik- Family Law | Application Received | £62,000 | 13 | 59.2% | 21.3% | £0 | |
| Victoria Chisanga- Family Law | Pending Application | £20,000 | 13 | 36.6% | 21.3% | £0 | |
| TBD Stowe Family Law (Elona Smith)- Family Law | Pending Application | £35,000 | 13 | 36.6% | 21.3% | £0 | |
| Hannah Heerema- Family Law | In Underwriting | £658,440 | 12 | 66.2% | 21.3% | £0 | UPSIDE |
| Hanneke van Deemter- Family Law | In Underwriting | £20,000 | 12 | 66.2% | 21.3% | £0 | |
| Elizabeth (Liz) Long- Family Law | Pending Application | £30,000 | 11 | 36.6% | 21.3% | £0 | |
| Sanskriti Mohta- Family Law | Pending Application | £100,000 | 11 | 36.6% | 21.3% | £0 | |
| Yehuda Yoram Amsalem- Family Law | Application Received | £125,000 | 11 | 59.2% | 21.3% | £0 | |
| Alison Jenkins- Family Law | Application Received | £75,000 | 11 | 59.2% | 21.3% | £0 | |
| Norman Macintosh- Family Law | Pending Application | £60,000 | 8 | 36.6% | 11.3% | £0 | |
| Richard Whitaker- Family Law | Pending Application | £225,000 | 8 | 36.6% | 11.3% | £0 | |
| William Hogg Laurus tbc- Family Law | Pending Application | £185,000 | 8 | 36.6% | 11.3% | £0 | |
| Ilham Mahdi - Family Law Increase | Application Received | £15,000 | 7 | 59.2% | 11.3% | £0 | |
| Stacey Pope- Family Law | Pending Application | £35,000 | 7 | 36.6% | 11.3% | £0 | |
| Annie (Harrington) Powell- Family Law | Pending Application | £20,000 | 5 | 36.6% | 11.3% | £0 | |
| Danielle Raydens tbc- Family Law | Pending Application | £20,000 | 5 | 36.6% | 11.3% | £0 | |
| Antonia Hall Brown- Family Law | Pending Application | £50,000 | 1 | 36.6% | 2.1% | £0 | |
| Victoria Grant- Family Law | Pending Application | £30,000 | 1 | 36.6% | 2.1% | £0 | |
| Xanthy P tbc- Family Law | Pending Application | £70,000 | 1 | 36.6% | 2.1% | £0 | |
| Sepideh Saidy- Family Law | Pending Application | £25,000 | 1 | 36.6% | 2.1% | £0 | |
| TOTAL (113 loans) | £648,158 |
Probate Forecast — Pipeline Detail
Each open loan's expected contribution to this month's funding. Pipeline total = £1,112,098.
| Application | Stage | Amount | Age | Stage Conv | CDF / P(close) | Weighted £ | Flag |
|---|---|---|---|---|---|---|---|
| Toby Neil Shepherd - Probate | Client To Sign | £1,250,000 | 105 | 98.0% | 90.0% | £1,102,500 | UPSIDE |
| Katherine Rostgaard- Probate | Application Received | £100,000 | 64 | 65.0% | 88.2% | £3,123 | |
| Thomas Dashwood - Probate - 2nd Increase | In Underwriting | £30,000 | 14 | 60.0% | 24.6% | £2,275 | |
| Simon Brewer- Private Client | Application Received | £25,000 | 29 | 65.0% | 51.8% | £1,507 | |
| Luke Sargon- Probate | Application Received | £71,600 | 99 | 65.0% | 96.4% | £1,284 | |
| Fliss Batty- Probate | Pending Application | £30,000 | 14 | 25.0% | 24.6% | £861 | |
| Peter James Murrin - Probate | Pending Underwriting | £260,000 | 84 | 29.3% | 94.9% | £549 | UPSIDE |
| The Estate of Jeremy John Bloom - Probate | Application Received | £50,000 | 119 | 65.0% | 98.0% | £0 | |
| DMH Stallard (TBD) Jade Paine- Probate | Pending Application | £5,000 | 91 | 20.0% | 95.9% | £0 | |
| Kevin Tucker- Probate | Pending Application | £30,000 | 67 | 22.5% | 90.3% | £0 | |
| Isabel Agudo (TBC) Taylor Rose- Private Client | Pending Application | £200,000 | 67 | 22.5% | 90.3% | £0 | |
| Sanjay Wadhwani- Probate | Pending Application | £100,000 | 56 | 25.0% | 86.7% | £0 | |
| Estate of Alan Wright - Probate | Application Received | £100,000 | 50 | 65.0% | 81.5% | £0 | |
| Isabel Hall- Probate | Application Received | £50,000 | 46 | 65.0% | 76.9% | £0 | |
| David Searle- Probate | Pending Application | £100,000 | 43 | 25.0% | 71.3% | £0 | |
| Gregory Bull- Probate | Application Received | £85,000 | 42 | 65.0% | 71.3% | £0 | |
| Zoe Paris- Private Client | Pending Underwriting | £90,000 | 41 | 29.3% | 71.3% | £0 | |
| Keneth Rhule- Probate | Pending Application | £30,000 | 41 | 25.0% | 71.3% | £0 | |
| Patrick Booth- Probate | Pending Underwriting | £500,000 | 35 | 29.3% | 66.7% | £0 | UPSIDE |
| Sandra Cooper- Probate | Pending Application | £40,000 | 26 | 25.0% | 51.8% | £0 | |
| Anna Tracey- Probate | Pending Application | £20,000 | 25 | 25.0% | 51.8% | £0 | |
| Estate of Jean Oakley - Probate | In Underwriting | £50,000 | 25 | 60.0% | 51.8% | £0 | |
| Maria Jones- Probate | Pending Application | £20,000 | 22 | 25.0% | 45.6% | £0 | |
| Olga Victoria White- Probate | Pending Application | £167,387 | 22 | 25.0% | 45.6% | £0 | |
| Christopher Tucker- Probate | Application Received | £30,000 | 21 | 65.0% | 45.6% | £0 | |
| Lorenzo Reati- Family Law | In Underwriting | £200,000 | 20 | 60.0% | 45.6% | £0 | |
| Nina Teshtcheroza- Probate | Pending Application | £20,000 | 20 | 25.0% | 45.6% | £0 | |
| Waqar Munir- Probate | Pending Application | £1,740,000 | 15 | 25.0% | 35.4% | £0 | UPSIDE |
| Estate of Albertine Alabi - Probate | In Underwriting | £186,727 | 15 | 60.0% | 35.4% | £0 | |
| Estate of Theresa Alabi - Probate | In Underwriting | £123,387 | 15 | 60.0% | 35.4% | £0 | |
| Danny Layozua - Probate Increase | In Underwriting | £70,715 | 13 | 60.0% | 24.6% | £0 | |
| Wainwright and Cummins tbc- Probate | Pending Application | £170,000 | 12 | 25.0% | 24.6% | £0 | |
| Claire Fletcher- Probate | Pending Application | £65,000 | 12 | 25.0% | 24.6% | £0 | |
| Aaron Court- Probate | Pending Application | £30,000 | 8 | 25.0% | 14.4% | £0 | |
| Nerpal Singh- Probate | Pending Application | £46,000 | 7 | 25.0% | 14.4% | £0 | |
| Rebekah Newbold- Probate | Application Received | £30,000 | 5 | 65.0% | 14.4% | £0 | |
| TOTAL (36 loans) | £1,112,098 |
Origination Timeline
Expected cumulative funding through the month, applying the historical day-of-month origination curve to the combined forecast (£4,645,778). Funding is back-loaded — ~30% lands in the last 5 days.
| Day | Cumulative % | Expected Cumulative £ |
|---|---|---|
| Day 1 | 0.7% | £32,520 |
| Day 3 | 6.9% | £320,559 |
| Day 5 | 8.8% | £408,828 |
| Day 7 | 11.4% | £529,619 |
| Day 9 | 16.0% | £743,324 |
| Day 11 | 21.1% | £980,259 |
| Day 13 | 27.1% | £1,259,006 |
| Day 15 | 33.8% | £1,570,273 |
| Day 17 | 44.0% | £2,044,142 |
| Day 19 | 46.6% | £2,164,932 |
| Day 21 | 54.0% | £2,508,720 |
| Day 23 | 62.5% | £2,903,611 |
| Day 25 | 67.1% | £3,117,317 |
| Day 27 | 74.7% | £3,470,396 |
| Day 28 | 76.4% | £3,549,374 |
| Day 29 | 88.1% | £4,092,930 |
| Day 30 | 97.9% | £4,548,216 |
| Day 31 | 100.0% | £4,645,778 |
Backtest / Forecast Accuracy
22%
Family Law MAE
47%
Probate MAE
Historical mean-absolute-error of the model vs actual funded, carried from Josh's backtest (Family ~22%, 5 of 8 months within band; Probate ~47%, directional only — small monthly volume).
Note on live reproduction: a month-by-month backtest cannot be recomputed from a point-in-time Salesforce query — it requires the open-pipeline snapshot as it stood at each past month-end, which isn't recoverable retrospectively. To run a live, self-updating backtest going forward, the generator would need to persist a monthly snapshot of the pipeline + forecast each month-end and compare against the eventual actual. The MAE figures above are therefore Josh's last computed values, used here for the confidence bands.
Model Parameters
All tunable assumptions behind the forecast (Josh's values, carried verbatim). Edit in forecast.py to retune.
Stage Conversion (P eventually funds | at stage)
| Stage | Family Law | Probate |
|---|---|---|
| Application Pending | 36.6% | 25.0% |
| Application Received | 59.2% | 65.0% |
| In Underwriting | 66.2% | 60.0% |
| In Approval | 88.8% | 95.0% |
| Client To Sign | 94.0% | 98.0% |
| Documents To Be Issued | 94.0% | 98.0% |
Same-Month Inflow & Accuracy
| Product | Bear (P25) | Base (P50) | Bull (P75) | Hist. MAE |
|---|---|---|---|---|
| Family | £310,000 | £618,000 | £650,000 | 22.0% |
| Probate | £95,000 | £154,622 | £340,000 | 47.0% |
Late-Stage Timing Override (bypass CDF)
| Stage | P(closes this month) |
|---|---|
| Client To Sign | 90.0% |
| Documents To Be Issued | 85.0% |
| In Approval | 70.0% |
Pipeline Benchmarks & Age Decay
| Time-to-Close CDF (day → cum P) | Family | Probate |
|---|---|---|
| Day 0 | 2.1% | 0.5% |
| Day 15 | 25.5% | 35.4% |
| Day 30 | 46.9% | 58.0% |
| Day 45 | 63.2% | 76.9% |
| Day 60 | 76.6% | 88.2% |
| Day 90 | 91.6% | 95.9% |
| Day 120 | 95.8% | 98.0% |
| Day 150 | 98.3% | 99.0% |