- AnonymisedClient recordRelationship check-ins
Appointed Representative · 1 adviser
How a broker replaced spreadsheets with a client record that remembers
Renewal reminders moved from a lender-driven 3 months to an adviser-led 4 months, and returning-client fact-finds went from a rebuild to a two-minute confirmation
Updated 12 July 2026Read study › - AnonymisedTool consolidationReferral partner portal
Mortgage broker (multiple introducer partners) · Small firm
How a broker managing multiple introducers replaced two disconnected tools with one platform
A general sales CRM and a separate mortgage case tool became one platform, with an introducer portal neither of them had
Updated 12 July 2026Read study ›
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