Not all CRM features are created equal. Here's what mortgage brokers actually need versus nice-to-have extras.
CRM vendors love to list hundreds of features. But which ones actually matter for mortgage brokers? We've categorised the key features into must-haves, important, and nice-to-haves based on feedback from hundreds of UK brokers.
Comprehensive client records with contact details, employment history, income information, and document storage. This is the foundation everything else builds on.
Mortgage case tracking with stage-based pipelines, key date tracking, and lender information. You need to see every case at a glance.
Automatic audit trails, compliance checklists, and Consumer Duty evidence capture. Non-negotiable in a regulated environment.
Proc fee tracking, clawback monitoring, and revenue reporting. Your CRM should be your single source of truth for revenue.
Protection policy management alongside mortgages. Cross-sell prompts and gap analysis boost revenue significantly.
Digital document storage with client upload portals and automated chase sequences.
Automated workflows for common tasks like follow-ups, document requests, and status updates.
AI-powered suitability letters, introducer portals, and advanced analytics. These features differentiate leading platforms from basic ones.
Case tracking with mortgage-specific pipeline stages is the most important feature. It ensures every case is visible and nothing falls through the cracks.
Book a demo to see the UK's most intelligent CRM for mortgage and protection advisers in action.