Best Mortgage Advice CRM in the UK (2026)

What Is a Mortgage Advice CRM?

A mortgage advice CRM supports regulated mortgage advice from start to finish. It holds the fact find, the research behind the recommendation, the suitability letter, the application and the evidence a file check needs, all on one client record. The difference from a general CRM is that the advice itself, not just the sale, is recorded.

The Advice Journey a CRM Should Cover

1. Fact find: completed by the client in a portal or by the adviser, with documents read into it automatically
2. Research and sourcing: from the case, with Iress, Mortgage Brain and L&G Ignite, saved as evidence of research
3. Recommendation: a suitability letter drafted from the fact find and the product chosen
4. Application to completion: DIP, application, valuation, offer and completion tracked with tasks and client updates
5. After completion: rate expiry, product transfer and protection reviews scheduled automatically

Compliance Is the Point

For a mortgage advice firm, the CRM is the compliance record. Look for a Consumer Duty file check that confirms the fact find, research, recommendation, client understanding and income evidence are on file, and tells you exactly what is missing.

Why Firms Choose Adviser IQ for Mortgage Advice

Adviser IQ covers the full advice journey in one place: portal fact finds, document reading and routing, sourcing from the case, AI-drafted suitability letters, e-signature, and a Consumer Duty file check on every case. Read our guides to the best CRM for mortgage brokers and the best CRM for mortgage advisers, or see the mortgage broker CRM page.

Frequently Asked Questions

What is the best mortgage advice CRM?

The best mortgage advice CRM records the whole regulated advice journey on one client record: fact find, sourcing, suitability letter, application and Consumer Duty evidence. Adviser IQ is built for exactly this.

Does a mortgage advice CRM help with Consumer Duty?

It should. Adviser IQ checks each case file for the evidence Consumer Duty expects and lists anything missing.