Make your everyday systems work together.
Mortgage Broker Software for UK Firms
Choose mortgage broker software around the work you need to complete. Achos provides a connected place for clients, cases, documents and communication, with clear boundaries around specialist tools.
Brokerage owners reviewing their technology stack, duplicated work and software requirements.
- List the real jobs
- Choose the maintained record
- Verify each connection
An illustration of the workflow. Explore the product below.
Start with the everyday work
Know which system does which job.
Mortgage broker software can mean several different things: sourcing a product, preparing an application, managing a relationship, collecting evidence or coordinating a team. Buying another tool only helps when you know the task it will own and how information moves to the next step.
Achos focuses on the working relationship and case journey. Use it to keep client records, case stages, documents, tasks and conversations connected. Continue to evaluate specialist sourcing and checking services on their own requirements, and make any manual handovers explicit.
A workflow to try
Map your stack before changing it.
Use this short mortgage broker technology stack checklist to structure the demo.
-
List the real jobs
Start with enquiry capture, fact find, evidence collection, product research, application preparation and ongoing communication. Identify who performs each job.
-
Choose the maintained record
Agree where client and case information is kept current. Record which other systems need a checked copy rather than assuming automatic synchronisation.
-
Verify each connection
Review available email sending options and the permissions needed to configure them. Identify specialist services that will remain separate.
-
Rehearse a complete case
Run a sample from first contact to handover. Count the repeated entry, review the access controls and document any remaining manual step.
Inside Achos
A shared view of the cases in progress.
The case board groups records by stage. Open a case to understand the task, evidence and person behind its next action.
Connected capabilities
The tools behind the routine.
The core working record
Client records, linked cases and tasks provide a shared operational starting point for advisers and administrators.
Built-in client interaction
Use the portal, document requests and client messages inside Achos, with the relevant access and features enabled for your organisation.
Configured email sending
Google and Microsoft email sending profiles are supported subject to authorised account setup and provider configuration.
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.
Make the demo useful
Compare the whole operating cost.
Include onboarding, migration, specialist services and the work that still happens between systems when assessing a software quote.
Bring your workflow to a demo- Name each existing provider you need to keep.
- Ask which connections are available today and which are planned.
- Confirm export, migration and implementation requirements.
- Use the ROI calculator to explore your own time assumptions.
Useful answers
Questions before you choose.
Is mortgage CRM software the same as sourcing software?
They serve different jobs. A CRM manages relationships and operational case work; sourcing software helps research mortgage products. Achos provides CRM and case capabilities, while specialist sourcing connections are planned.
Can Achos replace every system in our brokerage?
That depends on the jobs those systems perform. Use the demo to map your workflow and confirm current capabilities. Specialist services and any principal-mandated systems may still be needed.
How should we compare mortgage broker software pricing?
Ask for a quote based on your team, setup and migration needs, then account for any separate specialist tools and onboarding work. Discuss optional paid migration explicitly.
Put it into practice
Keep exploring.
Related product guides
Find the fit for your firm.
Your cases. Your team. Your way of working.
See how Achos fits your brokerage.
Bring one everyday workflow and the tools you use today. We’ll explore the product, discuss setup and pricing, and identify what needs a closer look.
Request a demo