Free resources crafted for UK mortgage and protection firms. Every template, playbook, and checklist on this page has been tested with real brokerages.
Comprehensive comparison of Adviser IQ, Smartr365, 360 Lifecycle, Finova, and IRESS Xplan — pricing, features, and implementation.
Editable template covering every tool a modern UK brokerage uses: CRM, sourcing, accounting, AML, communications. Review annually.
50-point checklist for identifying, prioritising, and implementing workflow automation in a mortgage brokerage.
Battle-tested tactics for reclaiming adviser time. Time audit, tool consolidation, automation priorities, delegation frameworks.
Complete client record template with compliance fields, communication log, document tracker, and vulnerability indicators.
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