IQAdviser IQ
Mortgage Broker CRMProtection Adviser CRMAll features
Pipeline ManagementCase TrackingCompliance WorkflowsConsumer DutyBroker Technology
GuidesBlogCase studiesTools
CRM
SecurityBook a Demo
Book a Demo
Tools

Interactive tools
for UK brokers.

Purpose-built calculators, assessors, and references for the daily work of UK mortgage and protection advisers, built into the platform.

Browse

The library

Paid tier

Criteria Intelligence Engine

Query 50+ UK lender criteria in plain English. Ranked results with reasoning.

IQ Assistant tier
Paid tier

Consumer Duty Board Report Generator

Auto-draft your annual Board Report from real firm data.

IQ Principal tier
Paid tier

Medical Underwriting Brain

Predict per-provider underwriting outcomes from client disclosures.

IQ Principal tier
In platform

Mortgage Affordability Calculator

Affordability assessment with UK lender criteria overlay, on every case.

Included
In platform

Commission Calculator

Proc fees, network splits and retained fees across lender rates and case sizes.

Included
IQAdviser IQ

The AI operating system for UK mortgage and protection brokerages. Built for FCA-regulated firms. UK-hosted, GDPR compliant, audit-trailed by design.

Platform

Mortgage Broker CRMProtection Adviser CRMFeaturesIntegrationsPricing

Solutions

Pipeline ManagementCase TrackingClient ManagementComplianceWorkflow AutomationReportingBroker Technology

Resources

GuidesBlogCase StudiesResourcesToolsDocumentation

Company

AboutContactSwitch to Adviser IQRefer a FirmStatus

Trust

SecurityGovernanceRegulatoryPrivacyTermsGDPR
© 2026 Adviser IQ Ltd · Registered in England & Wales · UK-hosted · FCA-regulated firms only
0161 564 7275 · Mon–Fri 9am–5:30pm · admin@adviseriq.co.uk
UK GDPRConsumer Duty readyISO 27001 alignedCyber Essentials certified