Your process. A record people can follow.

Mortgage CRM for Directly Authorised Brokers

Bring case work, ownership and supporting information together as you build or operate a directly authorised mortgage firm. Achos supports the operational routine behind a reviewable case record.

Request a demo Explore the workflow

Directly authorised brokerages and firms preparing their operating model with appropriate professional support.

A connected working day
  1. Define the evidence
  2. Assign responsibility
  3. Keep decisions explainable

An illustration of the workflow. Explore the product below.

Built around the broker’s working day

Start with the everyday work

Make the operating model visible in the daily work.

A process document may describe how a case should be handled, while the working record tells a different story. An unanswered task, an unexplained change or evidence stored away from the decision can make a review harder than it needs to be. CRM selection is an opportunity to connect the intended process with what the team records each day.

Achos provides client and case records, task ownership, documents, notes and controlled access. Use those capabilities to support your firm's review routine. Agree the evidence you need with the people responsible for your operating and compliance arrangements, then test whether a colleague can follow a sample case.

A workflow to try

Build a case record that supports a review.

An operational example for your firm's own review process, rather than a regulatory checklist.

  1. Define the evidence

    Agree what a case reviewer should be able to see at each stage. Connect that expectation to tasks and document requests your team understands.

  2. Assign responsibility

    Record the adviser, follow-up owner and review actions. Configure access around people's responsibilities and test it with sample accounts.

  3. Keep decisions explainable

    Link the relevant notes and supporting documents to the case. Record changed information and the resulting follow-up instead of relying on an unexplained status change.

  4. Sample and improve

    Use a regular review to identify gaps in the record or routine. Give each improvement an owner and check whether it was carried through.

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.

Connected case history

Keep the working context, notes and documents available alongside the case so an authorised reviewer can understand the sequence.

Ownership and follow-up

Translate review findings into assigned tasks with due dates, keeping the improvement attached to the work it affects.

Permission controls

Configure access for your organisation's responsibilities and verify the result before using live records.

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

Evaluate software with your operating arrangements.

Bring your record-keeping, review and data-handling requirements to the demo. A software feature list cannot decide those policies for you.

Bring your workflow to a demo
  • Have a colleague review a fictional case without its adviser's explanation.
  • Inspect the history of a changed record and the related evidence.
  • Discuss access, retention, export and migration requirements explicitly.
  • Confirm specialist services and integrations your firm still needs.

Useful answers

Questions before you choose.

Does using a CRM make a directly authorised firm compliant?

No. A CRM can support an organised process and a reviewable record, but the firm must establish and operate its own arrangements. Review requirements with appropriate professional support and current official guidance.

What should DA brokers test in a CRM demo?

Use a fictional case to check ownership, evidence, notes, history, permissions and a review follow-up. Ask how the required records can be retained or exported and which external tools remain necessary.

Can Achos help a firm preparing for direct authorisation?

You can evaluate Achos as part of your proposed operating setup. Our practical DA guide and systems article help structure questions; neither is an authorisation service or a guarantee of an application outcome.

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