Pipeline intelligence that shows what's flowing, what's blocked, what's valuable, and what's about to die — so you can act before the month ends, not explain it afterwards.
Fact find, DIP, offer, exchange, completion — every stage with count, £ value, and health score.
Automatic flagging of cases stuck in-stage too long. Firm-specific thresholds, not generic ones.
Probability-weighted forecast based on your firm's historic conversion rates per stage.
Every stalled case shows the proc fee at risk. Prioritise the cases that matter financially.
Visualise where cases get stuck. Coach advisers on the stages they struggle with.
Principal view across all advisers. Adviser view restricted to their own book. Role-gated by design.
Every client with a rate expiring in the next 6 months — ranked by potential saving.
Mortgage clients with no protection, ranked by loan value. Outreach drafted automatically.
Board-ready pipeline snapshot every Monday morning. PDF, Excel, or emailed summary.
Open Adviser IQ Monday at 9am. The pipeline is already scored, the stale cases are flagged, the opportunities are queued. Your first 10 minutes have never been more valuable.
Pipeline data pulls from your CRM, lender portals, solicitor updates, and client portal activity — updated continuously.
Book a 30-minute personalised demo. We'll show the feature against your workflow.