AI-Native, Not AI-Added
Adviser IQ was built around AI from the start: suitability letters drafted for you, documents chased automatically and cases summarised before every call.
- AI-generated suitability letters and compliance documents
- Automated document chase and follow-up sequences
- Smart case progression that reduces manual data entry
Protection as First-Class as Mortgages
Built by UK mortgage and protection advisers, Adviser IQ gives protection its own needs analysis, pipeline and reporting next to every mortgage case.
- Structured protection needs analysis
- Cross-sell and protection-penetration reporting
- Rate-expiry alerts and retention across the client bank
Consumer Duty Captured as You Work
Vulnerability, outcomes and fair value evidence are recorded at each stage of advice, with a full audit trail behind every action.
- Vulnerability flags integrated into client records
- Outcome monitoring for Consumer Duty reporting
- Fair value evidence captured at every stage of advice
Comparing CRM Brain and Adviser IQ
CRM Brain is Mortgage Brain's cloud CRM, launched in February 2025 as part of the Mortgage Brain Hub, and the system users of The Key are being moved to. If you're evaluating it, or already on it and reviewing your options, compare both platforms against a real case from your own pipeline.
Look at how each handles the work around the recommendation: the fact find, the document requests, the suitability letter, the protection conversation and the compliance file. That is where most adviser time goes, and where the right system gives it back.
Where Adviser IQ Is Different
Adviser IQ is AI-native rather than AI-added: letters drafted from the case, documents chased automatically and case summaries ready before every call. Protection is as first-class as mortgages, with its own needs analysis, pipeline and cross-sell reporting, and Consumer Duty evidence is recorded at every stage of advice.
How a Move to Adviser IQ Works
Switching CRM is the part most firms dread, so we run it with you. We start from an export of your current system, map your clients, cases, documents and notes into Adviser IQ, and check the result with you before your advisers move across. Your stages, document lists and team roles are set up to match how your firm works, so day one feels familiar rather than foreign.
What to Check Before You Switch
- What your current contract says about notice periods and getting your data out.
- Which records you need to keep for FCA record-keeping, and how they will move across.
- How protection, introducers and document requests are handled today, so nothing is lost in the move.
- Who on your team needs which access, from advisers to case managers and compliance.
Information about third-party products is based on publicly available sources, including Mortgage Brain's February 2025 launch announcement, and may not reflect the latest updates. We recommend evaluating all platforms directly. Adviser IQ is not affiliated with Mortgage Brain. Last reviewed: October 2026.