Guides and product references for Adviser IQ. In-product help and support tickets live inside the platform once you're signed in.
What a mortgage CRM should do, and how to run one properly.
How migration works, what moves, and what to expect.
Choosing and consolidating the systems a UK brokerage runs on.
Day-to-day client workflows and record structure.
The case lifecycle from enquiry through to completion.
How stages, ownership and progress tracking work.
Upload, classification, expiry windows and audit trail.
Which workflows automate, and how to configure them.
What clients see, and how the portal is set up.
Running the protection advice flow end to end.
Microsoft 365, Google Workspace, Mortgage Brain, Xero, GoCardless and Didit.
Sourcing and criteria intelligence, and how they connect.
Configuring and evidencing your firm's Consumer Duty framework.
AML, file checks, F&P reviews and the audit vault.
How the platform maps to UK regulatory obligations.