Adviser IQ now integrates with L&G Ignite: send cases into mortgage sourcing with no rekeying, store the ESIS and Evidence for Research, and claim proc fees.
New integration brings mortgage research and sourcing, compliance documentation and proc fee management together within Adviser IQ.
AI-powered CRM platform Adviser IQ has partnered with L&G's mortgage sourcing platform Ignite, helping create a more connected and streamlined mortgage journey for advisers.
The new integration allows mortgage advisers to seamlessly access L&G's Ignite platform through Adviser IQ, without needing to rekey case information or use a separate login.
Case information passes directly into Ignite for research and sourcing, with the ESIS and Evidence for Research returned to Adviser IQ and stored against the client record. This creates a clear audit trail for advisers, while reducing admin tasks.
L&G's Mortgage Club members will also be able to submit proc fee claims through Adviser IQ and receive automatic updates on commission payments and reclaimed fees. This gives firms clearer oversight of income and reduces the risk of missed fees.
Lewis Maxwell, Founder and CEO at Adviser IQ: “Advisers shouldn’t have to spend their time copying information between systems or piecing together different parts of the advice journey. Our partnership with L&G Ignite is about connecting those processes so advisers can move from the client case into research and sourcing with as little friction as possible.”
“Bringing L&G Ignite into Adviser IQ also means the outputs of that research can become part of the client record automatically, supporting advisers with both efficiency and good record keeping.”
Kelly Bretherton, Head of Ignite at L&G: “We’re committed to providing advisers with mortgage solutions to meet their clients’ individual needs. By integrating Ignite with Adviser IQ, we’re making mortgage sourcing a seamless part of a CRM workflow that advisers already use.”
“With less admin and a clearer flow of information from the client case through to sourcing and documentation, mortgage advisers can spend more time on delivering great outcomes for their clients.”
Adviser IQ is a UK CRM and practice-management platform built for mortgage and protection advisers. Founded in 2026 by Lewis Maxwell, it brings client management, fact finds, sourcing, compliance and client communication into one system, with AI handling the administrative work so advisers spend more time advising.
The platform is used by directly authorised firms and by appointed representatives within networks, with new firms joining every week. Adviser IQ is UK-hosted and designed to meet FCA record-keeping and Consumer Duty requirements.
See how Ignite fits alongside our other integrations.
Established in 1836, L&G is one of the UK’s leading financial services groups and a major global investor, with £1.2 trillion in total assets under management (as at HY26) of which c. 44% (c. £0.5 trillion) is international. It is a leading player in Institutional Retirement, in Retail Retirement and Protection solutions, and in Asset Management through both public and private markets.
L&G’s Retail business is a leading provider of retirement and protection solutions, supporting 12 million+ customers throughout their financial lifetimes. As of HY26, its workplace pension platform served 5.8 million members, with net flows of £6.2 billion (as at end July 26). Retail annuity sales were £1 billion and lifetime mortgage advances (including retirement interest only mortgages) were £128 million. Total UK protection gross premiums were £1.19bn.
Ignite is L&G’s mortgage sourcing platform, used by mortgage advisers to research and source mortgage products for their clients.
Advisers open Ignite from inside Adviser IQ without a separate login. Case information passes directly into Ignite for research and sourcing, so nothing needs to be rekeyed.
The ESIS and Evidence for Research are returned from Ignite to Adviser IQ and stored against the client record, giving advisers a clear audit trail.
Yes. L&G Mortgage Club members can submit proc fee claims through Adviser IQ and receive automatic updates on commission payments and reclaimed fees.
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