IQAdviser IQ
Mortgage Broker CRMProtection Adviser CRMAll features
Pipeline ManagementCase TrackingCompliance WorkflowsConsumer Duty
GuidesBlogCase studiesTools
CRMMarketing suite
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. Free to use.

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
Free

Mortgage Affordability Calculator

Quick affordability assessment with UK lender criteria overlay.

Free · Public
Free

Commission Calculator

Calculate proc fees across common lender rates and case sizes.

Free · Public
Free

Consumer Duty Self-Assessment

A self-assessment covering all four Consumer Duty outcomes for UK firms.

Free · Public
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 AutomationReporting

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
UK GDPRConsumer Duty readyISO 27001 aligned