The best CRM for mortgage brokers in the UK

The mortgage broker CRM built for modern UK firms.

Every client, every case, every compliance obligation — on one intelligent platform. Adviser IQ replaces legacy CRMs like Smartr365, 360 Lifecycle, and Finova with AI-native workflows, continuous compliance, and a clean modern experience your team will actually use.

Book a CRM demo →Switching? Get a migration pack
Pipeline
32 active · £4.2m
DIP · 6
Kaur, P. + S.
£538k
Offer · 4
Chen, M.
£312k
Enquiry · 8
Whitfield, S.
£425k
Done · 14
Thornton, R.
£680k ✓
Criteria Intelligence
2.3s
Kensington5.29% 5yrCCJ accepted ✓
Pepper Money5.49% 2yrSpecialist ✓
Vida Homeloans5.39% 3yr75% LTV ✓
4 lenders matched of 23 checked · whole-of-market
£0Per licence / month
0Core CRM modules
0 yrsCase history retained
0%UK-hosted & GBP
What makes it work

Four principles in every feature

AI-native, not AI-bolted-on

Adviser IQ was built around AI from day one. Legacy CRMs bolt AI on as a feature — it shows.

Compliance-first

Consumer Duty, AML, SMCR, T&C, and vulnerability tracking baked into every workflow.

Built for UK firms

FCA permissions model, UK mortgage sourcing, UK data residency, GBP throughout.

Deeply integrated

Microsoft 365, Google Workspace, Mortgage Brain, Xero, and Didit for KYC/AML.

Core CRM features

Everything UK brokers need

Client profiles

Rich, unified client records with full case history, docs, messages, compliance status.

Case tracking

Visual timelines, milestone automation, stale-case alerts.

Smart pipelines

Live pipeline with revenue forecasting, rate expiry, and stall detection.

Document management

Centralised, tagged, searchable. AI-powered document chase.

Reporting

Adviser benchmarking, commission reconciliation, firm health score.

Automations

Pre-built workflows for onboarding, chasing, nurture, renewals.

Compliance

Consumer Duty, AML, SMCR, vulnerability, file review.

Integrations

Microsoft 365, Google Workspace, Mortgage Brain, Xero and Didit.

Mobile

Native iOS + Android apps for advisers on the move.

Why firms switch

Legacy CRMs store records. Adviser IQ reasons over them.

Legacy CRMs

— Store client records

— Generate reports on request

— Rely on human chase for documents

— Template-based suitability letters

— Annual Consumer Duty scramble

— Add-on per module

Adviser IQ

✓Reason over every client & case

✓Live dashboards, continuously

✓AI-powered document chase engine

✓AI-grounded suitability letters

✓Continuous Consumer Duty monitoring

✓One platform, one price

What's included

Everything Adviser IQ gives your firm

Capability
Adviser IQ
AI-native admin automation
✓
Consumer Duty autopilot
✓
Criteria Intelligence Engine
✓
Modern UX
✓
Per-licence pricing
From £49
UK-hosted
✓
Suitability letter generation
✓
Firm OS Dashboard
✓
Switch in a weekend

Migration, handled.

Dedicated migration manager. Full data move. Side-by-side training. 60 days of post-launch support — all included.

Pricing

From £49 per licence / month

Four tiers. Cancel anytime. No setup fees.

CRM FAQ

Common questions

What is the best CRM for mortgage brokers in the UK?
The best CRM for mortgage brokers in the UK is one built specifically for regulated mortgage advice — with mortgage-specific pipeline stages (enquiry, DIP, application, offer, completion), FCA-compliant audit trails, Consumer Duty monitoring, and protection cross-sell built in. Adviser IQ is a purpose-built mortgage CRM for UK firms, not a generic tool adapted to fit.
Is Adviser IQ a CRM for mortgage brokers?
Yes. Adviser IQ is a CRM for mortgage brokers and protection advisers, built around the UK mortgage journey, with sourcing, compliance, suitability letters, and a client portal in one platform — from £49 per licence per month.
What should I look for in a mortgage CRM?
A good mortgage CRM should mirror the UK mortgage workflow, automate document chasing and Consumer Duty evidence, integrate with your sourcing system, and surface revenue and rate-expiry opportunities so nothing falls through the cracks. Adviser IQ delivers all of this in one platform.
How does Adviser IQ compare to Smartr365?
Adviser IQ is an AI-native operating system for UK mortgage and protection firms: full admin automation, continuous Consumer Duty compliance, and a modern UX — with transparent per-licence pricing from £49. If you're weighing up Smartr365, book a demo and judge the two side by side.
Can I migrate from 360 Lifecycle?
Yes. We provide a fully managed migration: discovery, data audit, weekend move, side-by-side training, 60-day post-launch support. See /switch-to-adviser-iq.
Does it work offline?
Our mobile app caches recent clients, cases, and documents. Full offline mode is on the roadmap.
What about protection cases?
Protection is first-class. See /protection-adviser-crm for the protection-specific story.
How does Adviser IQ help with lender sourcing?
Adviser IQ integrates with Mortgage Brain for sourcing, and its Criteria Intelligence engine lets you query lender criteria across the market in plain English — so you can shortlist suitable lenders directly from a case.

The CRM for the modern brokerage.

Book a 30-minute demo and see it with your firm's workflows.

Book your demo →