How it works — Mortgage Ready | From signup to first completion

Step 01 · 2 minutes

Create your firm's workspace.

Sign up with your work email. Choose a subdomain for your workspace (you can change it later) and you're in. No card, no contract, no "let's get you onto a call with your account executive".

Self-service signup — no rep, no waiting
Your own isolated workspace — your data, your users, your cases
15 days on the full Growing Team feature set — downgrade later if you want

Step 02 · 10 minutes

Invite your team, brand your portal.

Add advisers, admins and introducers with the right permissions. Upload your logo, pick your brand colour, and optionally point a custom domain at your client portal. It'll look like your product — because it is.

Add unlimited admins and introducers on Growing Team and Firm
Assign roles with the right permissions — no accidents
Upload your logo + brand colour, with a live preview
Optional custom domain for the client portal (e.g. portal.yourfirm.co.uk)

Step 03 · 5 minutes per case

Create a case, send a fact find.

Add a new client in seconds. Send them the fact find with one click — they'll get a link to complete it on their own time, on any device. Answers sync back to the case automatically.

Mortgage-specific case creation — no generic "Opportunity" fields
Pre-built fact find templates for mortgage and protection
Client can save and come back — progress is never lost
Answers feed straight into the case — no double entry

Step 04 · The rest of the journey

Documents in. Decisions out.

Request documents; your client uploads them to the portal. Track DIP, application, offer and completion on the case board. Messages and activity are logged; nothing falls through the cracks; and when compliance asks, your audit trail is right there.

Request documents in one click — clients see exactly what's outstanding
Stage-based workflow — tasks appear automatically as you move cases forward
Full activity log on every case, exportable for compliance
Message the client from within the case — the whole thread is preserved

Moving from another tool?

We'll help you move your data.

Coming from a spreadsheet, a generic CRM, or a tool that's been "nearly right for mortgages" for five years? We support CSV import out of the box, and our team can help plan larger migrations so nothing is lost in transit.

Talk to us about migration

Walk through it with your own data.

The fastest way to know if Mortgage Ready is right for you is to run a real case through it. Start your free trial and decide at the end.