Small team. Shared understanding.

Mortgage CRM for Small Broker Firms

Give advisers and administrators a shared view of the work without relying on everyone remembering the latest conversation. Achos connects the people, cases and next actions in a growing brokerage.

Request a demo Explore the workflow

Small mortgage firms with advisers and support colleagues sharing responsibility for active cases.

A connected working day
  1. Give the case an owner
  2. Delegate the specific action
  3. Keep the conversation attached

An illustration of the workflow. Explore the product below.

Built around the broker’s working day

Start with the everyday work

Growth puts pressure on informal handovers.

When two people sit together, a quick conversation may be enough to keep work moving. Add more cases, working from home or annual leave, and the same arrangement can leave an important follow-up without an owner. A CRM for small mortgage brokers should make that responsibility clear without requiring an elaborate process.

Achos lets the team connect case ownership, task assignment, documents and communication. Start with the way your firm already works, agree a small set of stages and define what an administrator or adviser should be able to do. Add complexity only when the process calls for it.

A workflow to try

Make a two-person handover repeatable.

Use a common adviser-and-administrator scenario to judge whether the workflow fits your firm.

  1. Give the case an owner

    Assign the adviser and record the current stage. Connect the client details so the administrator has the context their access permits.

  2. Delegate the specific action

    Create a document review or follow-up task with a named assignee and due date. Avoid using the case stage as a substitute for an instruction.

  3. Keep the conversation attached

    Record the relevant internal discussion and client communication so the person returning to the case can understand what has happened.

  4. Review workload together

    Check outstanding and overdue tasks regularly. Reassign work deliberately when someone is away and confirm that the next action is still appropriate.

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.

Shared case visibility

Use case stages and linked information to establish a common view of progress for the people authorised to work on a case.

Clear task responsibility

Assign follow-ups to individuals, with due dates that help the team decide what needs attention first.

Permissions and branding

Set up access around people's responsibilities and give client-facing areas your firm's branding.

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

Choose for the team you are building.

The best CRM for small mortgage broker firms should fit the current workload and make the next hire easier to onboard.

Bring your workflow to a demo
  • Have both an adviser and an administrator try the demo.
  • Test a holiday-cover handover and permission boundaries.
  • Agree the minimum stages and tasks the team will consistently use.
  • Discuss team size, onboarding and migration when requesting a quote.

Useful answers

Questions before you choose.

Is Achos suitable for a small mortgage brokerage?

Achos includes client, case, task and communication features that a small team can evaluate together. The best test is to run your own adviser-and-administrator workflow and discuss the setup and quote.

Can advisers and administrators have different access?

Achos supports role and permission controls. Confirm the responsibilities of each person and test representative accounts before using the agreed setup with live client information.

Do we need to configure every feature immediately?

Start with the case stages, ownership and client information your routine needs. Discuss a focused onboarding scope, then add configured workflows when the team understands the process.

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