One case.
A clear next step.
From the first enquiry to completion: see how the adviser, case manager and client stay connected. Explore each step at your own pace.
Start with the person, not the paperwork.
Capture the enquiry, link the client and property, and give the case an owner. Everyone starts with the same record.
Your next action: Call Morgan to discuss the purchase.
An example of the journey, not a lender connection or automated lending decision. Your team controls case stages, reviews and communications.
Explore case managementRead the complete walkthrough
- Enquiry: Start with the person, not the paperwork. Capture the enquiry, link the client and property, and give the case an owner. Everyone starts with the same record.
- Documents: Make the next request obvious. Ask for the fact find and supporting documents through the client portal. The client can see what to complete and upload.
- Review: An upload is the start of a review. Check the documents before moving on. If a page is missing or something needs clarification, keep the follow-up visible.
- Next action: Give every handover an owner. Assign the next task and a due date. See what needs attention without piecing together separate email threads.
- Client update: Keep the client in the loop. Send a clear update and keep the conversation alongside your work. Set up repeatable reminders when your team is ready.
- Completion: Finish with a clear record. Update the case stage, close the remaining tasks and keep the documents and conversation together for future reference.
All interface previews on this page use illustrative data, not customer results. Availability depends on your organisation’s configuration. Check integration availability.
Every case. Total visibility.
Full pipeline visibility, per-case progress, and workflows built around your team. One platform, built to scale.
Your cases. One clear board.
Drag, track, and complete. Every mortgage journey visible at a glance.
Watch every case come to life.
Scroll to see a case progress through its full journey, from first enquiry to keys in hand.
Initial consultation booked
Custom case types. Your rules.
No two lending products are the same. Build case types that fit each one, with custom stages, required tasks, and automation rules across everything from standard residential to complex commercial.
Workflows that talk for you.
Build multi-step communication sequences that trigger automatically. Chase fact finds, update clients on case progress, and nurture post-completion relationships, all without lifting a finger.
Workflows that run themselves.
Drag nodes from the palette, drop them on the canvas, and connections draw automatically.
AI that actually works for you.
Have a conversation with AI to design fact finds in minutes — no coding, no templates, just results.
Fact Find Builder with AI.
Building a client questionnaire is as simple as having a conversation. Describe what you need, and our AI creates the sections, fields, and rules in real time.
Emails that feel like yours.
Your branding, your signature, sent from your own inbox. Every email your clients receive feels personal and professional, every time.
Welcome to your mortgage application with Sterling Mortgages. We're excited to help you find the perfect deal.
Your case reference is {{case.case_id}} and your advisor {{advisor.name}} will be in touch shortly.
mail Send via Your Inbox
draw Email Signatures
alarm Smart Reminders
Assign. Track. Optimise.
Manage your team from end to end. Assign cases, track performance, and keep your pipeline moving smoothly.
Assign. Track. Deliver.
Every case has a clear owner, every task has a deadline, and every advisor knows exactly what to work on next. Managers get the full picture, all in one place.
2 cases overdue
MTG-2024-0839, MTG-2024-0842 — reassign or extend deadline
Know your team's real performance.
Real-time dashboards show who is performing well and who might need support.
Data-driven decisions. Secure storage.
Real-Time Analytics
Pipeline health at a glance
Document Vault
Encrypted, organised, shareable
Your team in sync.
Your clients in the loop.
Keep internal discussions with your team and give clients a direct line through their portal. Messages, shared files and document requests stay easy to find.
Internal conversation
A quick question. A clear next step.
Message a colleague and share the documents they need, right where your team works.
Talk with your team
Message colleagues and share CRM documents without leaving Achos.
Give clients a direct line
Clients can message their broker from the portal and follow the conversation in one place.
Keep requests moving
Send document requests, receive uploads and see what still needs review.
Branded portal. Happy clients.
Give your clients a portal that looks and feels like your brand. They can complete forms, upload documents, and follow their case progress, while automated updates keep everyone in the loop.
Your brand. Your workflow. Your platform.
Custom colours, bespoke features, and direct product-team access, because every broker works differently and your case management system should too.
Full control over look and feel.
Set up in minutes with a preset palette, or take full control with custom colours for light and dark themes separately. Either way, every client touchpoint carries your brand consistently.
Flexible by design, seamless by nature.
We are here to remove the friction between you, your clients, and your team. Have a feature in mind? Just suggest it and we will build it.
Your workflow shouldn't bend to our software. Our software bends to your workflow.
Your brokerage is unique.
Your platform should be too.
Customise the platform to match your organisation's branding, so every client interaction looks and feels like it came from you.
Custom Workflows
Define your own stages, tasks, and automation rules per case type.
White-Label Branding
Your logo, colours, domain — clients see your brand.
API & Integrations
Connect to any lender portal, CRA, or service via our open API.
Bespoke Development
Need something new? We build custom features to your spec.
Locked down. Audit-ready.
Every action logged, every permission auditable. UK compliance, multi-factor auth, and granular role control built into the core.
Built for UK compliance. By design.
Every action logged. Every permission auditable. GDPR, data retention, and access controls baked into the core.
DSAR Management
Handle access, erasure, and portability requests with statutory deadline tracking.
RBAC Permissions
Custom roles with granular permissions. Field-level access control per user.
Full Audit Trail
Every login, update, and API call logged with timestamp, user, and IP.
Data Retention
Configurable retention policies per document type. Auto-cleanup with compliance logs.
Multi-Factor Auth
Email OTP and authenticator app support. Session management with brute-force protection.
Consent Management
Track client consent for data processing. Withdraw and re-collect with full audit logging.
Breach Logging
Log data breach incidents with timestamps, impact assessment, and notification tracking.
Security Programme
Documented controls for access, change management, incidents, vendors and review.
Locked down. Stress free.
Multi-factor authentication, active session management, brute-force protection, and full audit logging.
Granular permission control.
Choose from pre-built roles for a quick start, or define your own for complete control. Set permissions per user, limit advisor access to their own cases, and ensure tasks are always done in the right sequence.
Every detail, covered.
Keep property details and product updates close to your case work.
Property Records
Full UK address management with auto-lookup, geocoding, property type classification, and listing links to Rightmove/Zoopla.
Release Announcements
In-app release notes, maintenance alerts, and feature announcements. Targeted by audience with read tracking.
That's all — for now.
We ship weekly. Every release adds something — usually because a broker asked for it. Here's a peek at what's next on the build board.