ADVICE is the configurable CRM for mortgage and protection firms. Customise workflows, embed compliance, connect your technology through open APIs, and manage every case from enquiry to completion in one connected platform, built around how your business operates.
Key Features
1. Configurable, compliant workflows from enquiry to completion
2. Open API integrations with your technology
3. Case, pipeline and commission management
4. Integrated with our RESEARCH product sourcing
Overview
ADVICE is the configurable CRM and operating platform built specifically for mortgage and protection advice firms. It brings together lead management, client onboarding, fact finds, workflows, compliance, applications and renewals into one connected platform, giving firms complete control over how they deliver advice.
Whether you're managing a first-time buyer, remortgage, buy-to-let or protection case, ADVICE helps you configure workflows that reflect your own advice process. Built-in compliance, including ID&V, AML, Consumer Duty and comprehensive audit trails, ensures every case is managed consistently while reducing administration and supporting regulatory requirements.
Through open API integrations, ADVICE connects seamlessly with sourcing, client onboarding, applications and your wider technology ecosystem, eliminating rekeying and creating a single, connected journey from enquiry through to completion and ongoing client servicing. With powerful reporting, pipeline management and commission reconciliation, firms gain the visibility and control needed to operate efficiently and grow with confidence.
Contact Details
Phone: 01202 553457
Email address: [email protected]
Address: Twenty7tec, 7th Floor, Avalon, Oxford Road, Bournemouth, Dorset BH8 8EZ