Moving Anyway? Choose Where You Land
Mortgage Brain has launched CRM Brain and The Key's users are being moved across. A migration is a natural point to compare the options, rather than taking the next system by default.
- Data migration included as part of onboarding
- Cases, clients, documents and notes carried across
- A single switch, not a second migration later
Built for Today's Advice Process
Adviser IQ uses AI across the workflow, from suitability letters to document chasing, and gives clients a portal to complete fact finds, upload documents and follow their case.
- AI-generated suitability letters and compliance documents
- Client portal for fact finds, documents and case tracking
- Automated document chase and follow-up sequences
Consumer Duty and Protection Built In
Consumer Duty evidence is captured as you work, and protection has its own needs analysis and cross-sell tracking alongside every mortgage case.
- Vulnerability flags and outcome monitoring
- Protection needs analysis and cross-sell reporting
- Rate-expiry alerts across the client bank
If You're Leaving The Key, Choose Where You Land
The Key has been Mortgage Brain's CRM for many years. In February 2025 Mortgage Brain launched CRM Brain, and users of The Key have been moving across with a migration tool. If your firm is facing that move, it is the natural moment to compare options rather than accept the next system by default.
A migration is a migration whichever platform you choose. You will map your data, retrain your team and change how cases flow, so it is worth making sure the system at the end of it is the one that suits your firm for the next five years.
What Adviser IQ Brings
Adviser IQ gives your clients a branded portal to complete fact finds, upload documents and follow their case, drafts suitability letters with AI, and chases outstanding documents for you. Protection sits alongside every mortgage case with its own needs analysis, and Consumer Duty evidence is captured as you work.
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 of CRM Brain, 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.