Mortgage CRM comparisons

Achos vs 360 Lifecycle

Comparing Achos with 360 Lifecycle means looking at the wider practice as well as individual mortgage cases. 360 publishes a product suite spanning FactFind, Advisor, Office, Client Portal and Accounts. Achos should be evaluated around its case workspace, client communication and configured workflows, with specialist connections assessed separately.

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Case operations alongside the wider practice

Start with your priorities

Which approach fits your firm?

When to consider Achos

Consider Achos when you want a configurable workspace for cases, client information, documents and next actions. Check your reporting and financial administration needs explicitly; a mortgage CRM comparison should not assume that every practice-management function is interchangeable.

Explore the Achos mortgage CRM

When to consider 360 Lifecycle

360 Lifecycle may fit a firm evaluating connected adviser, office and accounts processes alongside its client portal. Its published modules and sourcing integrations are useful starting points for a practice-wide requirements review.

Official product information

The practical details

Compare the work behind each case.

Read the capability and its scope together. A connection on a roadmap is different from a service your team can use today.

On smaller screens, scroll the table sideways to compare both platforms.

Achos and 360 Lifecycle: nine buying considerations
Consideration	Achos	360 Lifecycle
Case management	Client and case records, configurable pipeline stages, assigned tasks, notes and documents support everyday case progression. Ask to see the case types and adviser/admin permissions your firm needs. Achos case management	Publishes pipeline, diary, lead and case management across its adviser and office products. 360 Lifecycle features and capabilities
Client portal	A branded client portal supports document requests, client messages and fact finds. What a client sees depends on permissions and the features enabled for the organisation. Achos client portal	Publishes client messaging, action requests and file access through its Client Portal. 360 Lifecycle features and capabilities
Fact finds	Build and send digital fact finds, review responses and control the transfer into client and case records. AI-assisted form creation still needs human review before use. Achos fact finds	Offers a client-facing FactFind product as part of its suite. 360 Lifecycle product overview and FAQs
Workflows	Configure repeatable communication sequences, reminders and case tasks. Check triggers, approvals and delivery setup with a worked example; automation needs a responsible owner. Achos workflow automation	Office includes workflows; published training describes configurable schedules and task rules. 360 Lifecycle workflow training manual (PDF)
Integrations	Google and Microsoft email sending profiles require setup. Specialist sourcing, identity/AML, e-signature and Open Banking connections are planned, with no provider or delivery date promised. Available and planned integrations	Publishes mortgage, protection and general insurance connections. Confirm current provider coverage and commercial requirements. 360 Lifecycle integrations
Customisation	Configure case types, stages, templates, permissions and organisation branding. Agree the precise configuration and any additional work before choosing Achos. Achos configuration	Workflow training describes configuring schedules and rules. Confirm the wider firm-level controls you need. 360 Lifecycle workflow training manual (PDF)
Migration	Discuss your CSV or JSON export and the records, documents and mapping required. Managed migration is a separately scoped paid service; coverage and timing depend on the source data. Migration and setup basics	Confirm scope The reviewed product pages do not establish your import coverage. Confirm record history, documents, cost and timing directly. 360 Lifecycle product overview and FAQs
Pricing approach	Request a written quote for subscription, setup and optional migration. Confirm term, support and additional charges. This comparison makes no claim that Achos is cheaper. Request an Achos quote	Confirm scope No complete firm-specific price was established from the reviewed pages. Ask for a quote covering modules and services. 360 Lifecycle product overview and FAQs
Implementation	Agree the workspace, user roles, templates, training responsibilities and a pilot before rollout. Confirm onboarding scope and support arrangements with the team. Plan your Achos workspace	The official site describes initial training, manuals, videos and continuing support. Confirm your onboarding scope. 360 Lifecycle product overview and FAQs

A useful demonstration

Follow the handover from adviser to office team

Start with a case owned by an adviser and give the administrator a document request to manage. Ask both providers to show how ownership, deadlines and client communication remain visible when the adviser is unavailable. Then ask a manager to review the same case without changing it. The exercise exposes differences in daily responsibilities more clearly than a long feature checklist.

If you use 360 Accounts or other practice-level processes today, record them as their own requirements. Identify who reconciles payments, produces reports and checks the state of the pipeline. Demonstrate those activities rather than assuming a new case screen replaces the process around it. Where a separate system will remain, agree what is entered there and who checks consistency.

Migration should be tested with records at different stages, including a completed case you may need to revisit. Agree which notes, attachments and historical information will transfer and which will remain in a retained archive. Train the adviser and office roles using the same pilot cases so that both sides of the handover are covered before launch.

Where Achos needs a closer fit check

Specialist mortgage sourcing, identity/AML, e-signature and Open Banking connections are planned. There is no promised provider or launch date. Google and Microsoft profiles support email sending with setup; that does not promise full mailbox or calendar synchronisation. Check your current dependencies against the integrations and availability page.

Achos does not guarantee time savings, regulatory compliance or migration coverage. Confirm required capabilities, permissions, support and commercial terms for your organisation. A controlled pilot with your team is the best next step before committing to a change.

Make the decision concrete

Three checks before you choose.

Try the work, with the people who do it

Use a fictional but realistic case from enquiry through to completion. Include an adviser, an administrator and a reviewer. Ask each person to find the next action, request a document and explain the case history. Record any extra tools or repeated data entry rather than relying on a demonstration of the easiest path.

Agree the complete cost

Request written terms covering the recurring charge, user or case limits, minimum term, configuration, training, migration and third-party services. Model the cost at your own case volume. A cheaper headline price can still describe a different scope; compare the services your team will actually use.

Validate a small migration before rollout

Agree the source export, field mapping and document handling. Test open and completed cases, check client relationships and notes, and decide how historical records will remain available. Give the team time to verify the pilot and agree the cutover steps before relying on the new workspace for live work.

Use the mortgage CRM migration checklist

Questions about Achos and 360 Lifecycle

Is this a comparison of every 360 Lifecycle module?

It is a mortgage CRM buying comparison covering the published suite where it affects the decision. It is not an exhaustive review or a promise that Achos replaces each 360 module. Include your office, accounts and reporting requirements in a written evaluation.

Is Achos suitable if we need integrated sourcing?

Achos specialist sourcing connections are planned. If built-in or connected sourcing is essential on launch day, evaluate the available 360 connections and other options against that requirement. Achos can be considered where the firm is comfortable using separate specialist tools.

How do we assess a 360 Lifecycle migration?

Request an export sample, define what must be retained and test a representative selection of open and completed cases. Check attachments, notes, relationships and permissions as well as record counts. Agree the archive, validation and transition arrangements before switching.

Sources and review notes

Official sources reviewed on 01/10/2026. Older manuals describe the documented journey at publication; confirm the current product in your demo. Our fit recommendations are an interpretation of these sources and the Achos capabilities described above.

See something that needs updating? Send the Achos team a correction with the relevant source.

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