Fit the workflow to your firm's arrangements.

Mortgage CRM for Appointed Representatives

Explore a CRM for appointed representatives with your principal's requirements in view. Achos can be assessed for client and case work where your firm is permitted to choose and use it.

Request a demo Explore the workflow

Appointed representative brokerages assessing software within their principal or network arrangements.

A connected working day
  1. Confirm the permitted use
  2. Map the maintained records
  3. Demonstrate the allowed workflow

An illustration of the workflow. Explore the product below.

Built around the broker’s working day

Start with the everyday work

Start with what your firm is allowed to change.

A new CRM may look useful, but an appointed representative's operating arrangements can determine which systems, records and processes are required. Before moving information, establish whether an additional tool is permitted, what it may hold and which existing system remains the maintained record.

Evaluate Achos around the work you can actually place in it: organising tasks, managing permitted case information or improving a client interaction. Make any handover to a principal or network system explicit. Two clear responsibilities are easier to manage than an assumed integration that does not exist.

A workflow to try

Check fit before planning a migration.

A practical discussion sequence for the brokerage and the people responsible for its arrangements.

  1. Confirm the permitted use

    Discuss the proposed software and information with your principal or network. Identify approvals, conditions and required systems before making a commitment.

  2. Map the maintained records

    Document which system owns each client and case detail. Agree how a correction will be reflected elsewhere and who checks that handover.

  3. Demonstrate the allowed workflow

    Use fictional data to test the tasks and client interactions you intend Achos to support. Include permission checks and required review points.

  4. Agree a controlled start

    Scope any migration or initial data entry only after requirements are clear. Reconcile the records and keep a documented route back if the trial is unsuitable.

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.

Achos mortgage case board with fictional cases grouped into Application, Fact find, Enquiry and Offer columns. Achos mortgage case board with fictional cases grouped into Application, Fact find, Enquiry and Offer columns.
Actual Achos interface captured on with fictional demonstration records. Features and appearance depend on the release and your organisation’s setup.

Connected capabilities

The tools behind the routine.

Case and task organisation

Assess stages, ownership and dated follow-ups against the part of the process your firm can manage in Achos.

Defined user access

Configure access around agreed responsibilities. Test the actual visibility available to each representative account.

Client experience options

Evaluate portal requests and communication only where they fit the permissions and customer journey agreed for your firm.

A day in your brokerage

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.

Morgan’s home purchaseIllustrative walkthrough · fictional data
Step 1 of 6

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.

MO
Morgan TaylorResidential purchase
Case stageNew enquiry
Next actionCall Morgan to discuss the purchaseAlex · Adviser
Fact findReady to request

An example of the journey, not a lender connection or automated lending decision. Your team controls case stages, reviews and communications.

Explore case management
Read the complete walkthrough
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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

Bring your principal's questions to the demo.

Discuss the permitted workflow before assessing convenience or comparing feature counts. The same principle applies when weighing mortgage broker DA versus AR operating models.

Bring your workflow to a demo
  • Confirm whether Achos may hold the proposed client information.
  • List mandatory systems and the records that must remain there.
  • Ask for evidence relevant to access, data handling and export requirements.
  • Verify any proposed integration rather than assuming network approval.

Useful answers

Questions before you choose.

Can an appointed representative choose its own CRM?

That depends on the firm's arrangements. Confirm permitted systems, the information they may hold and any approval requirements with the principal or network before deciding to use Achos.

Does Achos connect to our principal's system?

No such connection should be assumed. Provide the system and workflow details during the demo so current support can be checked and any separate data handover understood.

Is Achos a substitute for the network's required process?

No. Assess it only within your agreed arrangements. Mandatory records, reviews and systems should be identified before considering an additional tool or a migration.

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