New: launch pricing locked in for founding customers — see pricing
Features

Built for mortgages. Not retrofitted for them.

Every feature in Mortgage Ready was designed with UK brokers and compliance in mind — not bolted on from a generic sales tool.

Case management

Every case, every stage, one screen.

Mortgage-specific stages from first enquiry through DIP, application, offer and completion. Add tasks, notes and reminders. See exactly where every case sits — and who's waiting on what.

  • Mortgage-specific pipeline (enquiry, fact find, DIP, application, offer, completion)
  • Tasks, notes and a complete activity log on every case
  • Automatic reminders so nothing falls through the cracks
  • Bulk filters — show me everything waiting on the solicitor
Branded client portal

A portal your clients will actually use — with your name on it.

Your logo, your brand colours, your domain. Clients see their case status, upload documents, complete their fact find, and message you — all in one place. No more lost email threads or screenshots of payslips.

  • Per-tenant branding — every firm gets its own look
  • Custom portal domain (e.g. portal.yourfirm.co.uk)
  • Secure document upload — clients see what's outstanding
  • Two-way messaging with a full audit trail
Document management

Documents, organised and auditable.

Request documents with one click. Clients upload them straight to the case. Everything is versioned, permissioned and logged — so when compliance asks, you have an answer.

  • One-click document requests with clear expectations for the client
  • Ownership & access controls — not every user sees everything
  • Version history on every file
  • Full audit trail for compliance reviews
Fact find

A fact find clients can actually finish.

Structured, mobile-friendly fact find for mortgage and protection. Clients complete it at their own pace; answers flow straight into the case. No double entry, no PDF-bashing, no retyping.

  • Mortgage and protection fact find templates out of the box
  • Clients fill it in when they have time — progress is saved
  • Answers feed directly into the case — no data re-entry
  • Export to PDF for your files when needed
Team & workflow

Advisers, admins, introducers — all in the right lanes.

Give each role the access they need and none of what they don't. Route leads to the right adviser, assign tasks to admins, share commissions with introducers. Transparent, controlled, and fast.

  • Role-based permissions for advisers, admins and introducers
  • Automatic task assignment based on case stage
  • Introducer portals so partners can see their own pipeline
  • Notifications via email and in-app — no missed deadlines
Lead intake & funnels

From enquiry to pipeline in one step.

Embed lead forms on your website or landing pages. New enquiries land in your pipeline, attributed to the right introducer, ready for a first call — not buried in an inbox.

  • Embeddable lead forms — drop into any website
  • Automatic attribution to introducer or campaign
  • New leads appear in your pipeline instantly
  • Auto-assign to the right adviser based on your rules
Compliance & trust

Built for a regulated industry.

Data hosted in UK/EU data centres. Role-based access. Full audit logs. Export your data any time. UK GDPR compliant by design.

UK data residency Role-based access Audit logging Data export Encrypted at rest & in transit

Ready to see it on your own data?

Start a free 15-day trial and put Mortgage Ready through its paces with real cases. No card, no sales call.

Start your free trial See pricing