Your day, with fewer loose ends.

Mortgage CRM for Sole Trader Brokers

Keep the next client call, missing document and case review visible when you are responsible for all of them. Achos helps sole trader mortgage brokers organise the work around each relationship.

Request a demo Explore the workflow

Sole trader brokers and advisers running their own day-to-day administration.

A connected working day
  1. Capture the enquiry once
  2. Start with what is due
  3. Collect information clearly

An illustration of the workflow. Explore the product below.

Built around the broker’s working day

Start with the everyday work

You should not have to remember every next action.

A sole trader can move between an enquiry, a client call and an application in the same hour. A reminder written in a notebook may make sense at the time but lose its context by the next morning. A mortgage CRM should help you return to the right case and see exactly what you planned to do.

Achos keeps clients, cases and tasks connected. You can begin with a straightforward daily routine: review what is due, open the relevant case, complete the action and record the next one. The value comes from consistent use rather than configuring every available feature on day one.

A workflow to try

Build a daily routine you can keep.

A manageable starting point for a mortgage CRM sole trader setup.

  1. Capture the enquiry once

    Create the client and case record while the conversation is fresh. Add the next action rather than relying on a separate memory aid.

  2. Start with what is due

    Review the day's tasks and check their case context. Adjust the priority when a deadline or client circumstance has changed.

  3. Collect information clearly

    Use specific document requests and the client portal where appropriate. Review replies before completing the related task.

  4. End with the next step

    Record the outcome of each call or review and leave a dated follow-up. Finish the day with a clear picture of outstanding work.

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.

A connected working day

Move from a task to its client and case information without rebuilding the context from separate notes.

Client self-service

Let clients respond to appropriate information requests through the portal while retaining a personal route for help.

Repeatable routines

When your process is established, explore configured reminders and templates for work you perform frequently.

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

Keep setup proportionate.

Use a week's real workload to decide which capabilities matter first, and include the time needed to learn and maintain the routine.

Bring your workflow to a demo
  • Run one enquiry and one active case through the demo.
  • Check that you can identify today's follow-ups quickly.
  • Discuss a focused setup and the full quote before deciding.
  • Scope any spreadsheet import and inspect a sample before moving records.

Useful answers

Questions before you choose.

Can a sole trader use a mortgage CRM?

Yes, a sole trader can use a CRM to organise clients, cases and follow-ups. Whether Achos is the right fit depends on your workload, required tools, setup and quote; test a representative day in the demo.

Do I need workflow automation to get started?

No. Begin with accurate records, clear case stages and dated tasks. Add a configured workflow when you have a repeatable routine and have checked how it handles exceptions.

Can I bring information from spreadsheets?

Discuss the sheets, records and documents you need to move. Migration requires scoping and may be a paid service. A sample import should be reviewed before any full transfer.

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