Technology Built for Mortgage Brokers
Our Connect Broker Technology Platform gives mortgage brokers the tools they need to work faster, stay compliant and grow their business. Designed specifically for advisers across the UK, our technology combines a powerful CRM, case management system, integrated sourcing, and automated compliance checks into one intuitive platform.
If you want a network that gives you the systems, support and efficiency you need to scale, this is the technology that makes it possible.
A Complete CRM and Case-Management System
Our bespoke CRM, powered by industry-leading technology, is built to streamline your entire process from enquiry to completion. Everything you need to manage clients, track cases and stay organised is included:
Single data entry across all applications to eliminate duplicate work and reduce admin time.
Automated case tracking with reminders, document storage and progress notes.
Built-in communication tools, including email and client messaging, with full audit trails.
Client portal that allows customers to upload documents, complete forms, and track progress 24/7.
This delivers the fully integrated mortgage broker CRM system modern advisers need to operate efficiently.
To learn how this supports your growth as an adviser, visit our Why Join Our Network page.
Save time and improve accuracy with sourcing tools built directly into the platform. You can research mortgages, protection policies and product transfers without switching systems.
Real-time lender criteria
Integrated sourcing for mortgages and protection
Product comparison and suitability tools
Instant document generation
This creates a seamless and compliant mortgage sourcing and protection software solution within our network.
For more details on how this fits into your adviser journey, explore our Training and Development page.
Compliance sits at the heart of our network, and our platform ensures you stay protected with minimal effort.
Smart compliance prompts throughout the advice process
Instant ID verification, AML checks and credit searches
Automated documentation and audit trails
System-generated suitability letters and disclosure documents
This reduces risk, saves time and strengthens every case file you submit. The combination of human support and automated tools makes our system a leading example of mortgage network compliance technology.
Find out more about how we support advisers on our Compliance Support page.
Lead Management and Conversion Tools
Convert more opportunities through integrated lead management features. The system captures enquiries, assigns tasks, tracks conversations and ensures every lead is followed up.
When combined with the Connect Expert Adviser Directory, advisers gain additional exposure and client opportunities that feed directly into the CRM for immediate follow-up.
Discover more about lead generation through our Mortgage Adviser Directory page.
Client Portal for Better Customer Experience
With digital expectations rising, the platform gives your clients a modern, effortless experience. The secure portal allows them to:
Upload documents from any device
Complete digital fact finds
Receive updates on their case
Communicate securely with their adviser
This reduces back-and-forth communication and increases conversion and retention.
Client Portal for Better Customer Experience
As clients increasingly expect a smooth digital journey, the platform delivers a modern, intuitive experience from the very first interaction. Through the secure client portal, they can:
Upload essential documents from any device
Complete a fully digital fact find
Access real-time updates on the progress of their case
Communicate safely and directly with their mortgage adviser
This streamlined process reduces unnecessary back-and-forth communication and supports higher conversion and retention rates.
Business Insights and Reporting Dashboards
Enhance your understanding of your mortgage business with real-time dashboards that present essential performance data in a clear, actionable format. These live insights allow advisers to track progress, monitor trends and optimise daily operations with confidence.
Your dashboard provides instant visibility across key metrics, including:
Pipeline progress for managing active cases and forecasting completions
Conversion rates to analyse performance at every stage of the advice process
Commission statements that offer a transparent view of earnings and upcoming revenue
Case milestones to keep track of application stages and compliance requirements
Performance by lead source to highlight which marketing channels generate the strongest results
These advanced insights allow mortgage advisers to make smarter decisions, identify new growth opportunities and improve operational efficiency throughout their business.
Built for Growth: AI-Enhanced and Future-Ready
The platform is built with innovative, forward-thinking design principles that help advisers stay ahead in a fast-evolving mortgage market. Its intelligent features create a streamlined, compliant and highly efficient working environment:
NLP-powered data structuring for accurate, consistent and cleaner file notes, ensuring advisers can review and record client information with ease
Automated guidance prompts that support advisers through complex scenarios and reduce the risk of missed details
Smart workflow recommendations that accelerate case progression and improve operational efficiency
Real-time system updates that reflect the latest lender criteria, product changes and regulatory requirements
These advancements ensure the platform stays future-ready and continues to support adviser development, scalable growth and long-term success.
Brokers join Connect because the combination of technology, expertise and business support creates a powerful foundation for success.
Our system provides:
Faster processing
Cleaner compliance
Stronger client relationships
More opportunities
For advisers who want to grow with confidence, our platform is the advantage you’ve been looking for.
Join Our Network
If you’re ready to work with a network that invests in your success, delivers leading technology and provides full support across compliance, training and business development, we invite you to join us.
Visit our Join Our Network page to get started.
| Question | Answer |
|---|---|
| What is the Connect Broker Technology Platform? | The Connect Broker Technology Platform is an all-in-one CRM, case-management and sourcing system designed to help mortgage brokers work faster, stay compliant and grow their business. |
| How does the platform help mortgage brokers save time? | The platform reduces admin through single data entry, automated workflows, built-in sourcing and instant compliance checks, helping advisers save hours on each case. |
| Does Connect provide a mortgage broker CRM system? | Yes. Our CRM is built specifically for mortgage advisers, offering full client management, document storage, case tracking, communication logs and a 24/7 client portal. |
| Is compliance included in the technology platform? | Yes. The system includes FCA-ready compliance tools such as automated ID checks, AML searches, suitability letters, audit trails and file-quality prompts throughout the advice process. |
| Does the platform include mortgage and protection sourcing? | The sourcing tools are fully integrated, allowing advisers to research mortgages and protection products without leaving the CRM. This improves accuracy and speeds up case progression. |
| Can clients upload documents through the system? | Yes. Clients can upload documents, complete fact finds and track progress through a secure digital portal that enhances communication and reduces delays. |
| How does the platform support lead management? | Leads feed directly into the CRM, allowing brokers to track enquiries, set reminders, manage follow-ups and increase conversions through structured lead management tools. |
| Is training provided for new advisers using the platform? | Yes. Advisers receive full onboarding, technology training, and ongoing support to ensure they get the most from the system when joining the network. For newly qualified brokers, visit our Mortgage Adviser Academy page. |
| Can I use this technology as an appointed representative? | Yes. All appointed representatives in the Connect Network receive full access to the platform, sourcing tools and compliance systems as part of their membership. |
| How does this technology help my business grow? | By saving time, improving compliance, increasing conversions and offering better client experiences, the platform enables advisers to scale their business efficiently and confidently. Visit our Adviser Services for more information. |