Everything your firm needs
A complete toolkit for mortgage brokers, financial advisers, and advisory firms. Every feature designed to reduce admin, improve client experience, and help you focus on giving great advice.
All your clients, one clear view
A centralised CRM for mortgage brokers and financial advisers. Store client details, track case progress, manage documents, and communicate — all from one dashboard built for advisory firms.
Client Records & Applicant Details
Store personal details, contact information, and joint applicant data in a single, structured client profile — purpose-built for mortgage and protection advisers.
Cases, Mortgages & Protection
Track mortgage applications, remortgages, protection insurance, and general insurance cases per client — with case type, status, source, and adviser assignment.
Factfinds & Affordability
Guided factfind questionnaires covering income, credit commitments, dependants, savings, and budget planning — with section-by-section completion tracking.
Document Management & Uploads
Organise client documents by category — identification, bank statements, valuations, mortgage offers, and insurance policies — with drag-and-drop uploads and portal sharing.
Client Messaging & Communication
Built-in message hub for adviser-to-client communication. Replace email chains with searchable, case-linked conversations and read receipts.
Search, Filter & Group
Find any client instantly by name, email, phone, or status. Filter by date range, group by ERC end date, and customise your table view.
Track every mortgage, protection & insurance case
Manage mortgage applications, remortgages, buy-to-let cases, protection insurance, and general insurance — all from a single case management dashboard built for financial advisers and mortgage brokers.
Case Snapshot & Stage Tracking
View case type, stage, application type, source, reference number, and allocated adviser at a glance — with customisable pipeline stages from new to completion.
Proposed Property & Loan Sizing
Capture property address, purchase price, valuation, deposit, loan required, LTV, and mortgage term — structured for mortgage applications and remortgages.
Follow-Up Dates & Next Steps
Track follow-up dates, next actions, and keep every case moving with tasks, notes, and to-do checklists linked directly to each case.
Factfind & Affordability Data
Access completed factfind questionnaires per case — covering income, expenditure, credit commitments, and budget planning with section-by-section progress.
Case Tasks & To-Do Checklists
Create tasks and bite-sized to-do items per case to keep advisers and administrators aligned — with completion tracking and assignment.
Case Notes & Audit Trail
Maintain a running log of discussions, meetings, and updates per case — timestamped and attributed for full compliance and audit history.
| Case Ref | Name | Case Type | Status | Actions |
|---|---|---|---|---|
| CA-ADV-000160 | James Thomas & Sophia Thomas | REMORTGAGE | MONITOR RATE | |
| CA-ADV-000159 | Sophia Davis | REMORTGAGE | LOST | |
| CA-ADV-000158 | Charlotte Anderson | COMMERCIAL | INSURANCE REVIEW | |
| CA-ADV-000157 | Mia Rodriguez | BUY TO LET | KYC IN PROGRESS | |
| CA-ADV-000156 | Henry Williams & Charlotte Williams | HOME MOVER | DECISION IN PRINCIPLE | |
| CA-ADV-000155 | Samuel Harris | COMMERCIAL | CONTACTED | |
| CA-ADV-000154 | Emily Davis & Sofia Davis | PRODUCT TRANSFER | MONITOR RATE | |
| CA-ADV-000153 | Samuel Thomas | HOME MOVER | DECISION IN PRINCIPLE | |
| CA-ADV-000152 | Mia Wilson & Emma Wilson | PROTECTION ONLY | NEW | |
| CA-ADV-000151 | Amelia Brown | BUY TO LET | AWAITING COMPLETION |
Data collection, made effortless
Structured, guided factfind journeys that collect the right information every time — covering customer details, address history, dependants, income, credit commitments, credit history, savings, and budget planning — for both advisers and clients.
8-Section Guided Journey
Step-by-step factfind covering customer details, address history, dependants, income, credit commitments, credit history, savings, and budget planning — with section-by-section completion tracking.
Employed & Self-Employed Pathways
Different income and affordability pathways for employed, self-employed, retired, and contractor applicants — collecting the right data every time.
Document Collection at Point of Factfind
Collect identification, payslips, bank statements, and credit reports directly within the factfind process — plus create custom document requests for anything else you need.
Custom Document Requests
Beyond standard documents, create bespoke document requests tailored to each case — P60s, SA302s, company accounts, tenancy agreements, or anything your lender requires.
Auto-Completion & Validation
Sections automatically mark as complete when all required fields are filled. Manual override available for adviser flexibility.
Pre-populated & Reusable Data
Returning clients don't re-enter what you already know. Data carries forward across cases, saving time on remortgages and product transfers.
Section
Customer Details
Identity
Personal
IDs & Contact
Collect and validate documents intelligently
Upload, organise, review, and securely share client documents — with built-in status tracking, AI-powered analysis, and a document navigator that keeps everything in one place.
Document Navigator & Categories
Browse documents by category — Identification, Income, Bank Statements, Valuations, Credit Reports, Mortgage Offers, Insurance Policies, and Additional Documents — with badge counts showing items needing attention.
Document Statuses & Review Workflow
Track every document through a structured review lifecycle: Not Reviewed, In Review, Reviewed, Further Info Required, and Archived — with outstanding review alerts.
View, Download & Document Actions
Preview uploaded documents in-app, download originals, move files between categories, archive old documents, or delete — all from a single actions menu per document.
Analyse with Advizo AI
One-click AI document analysis extracts key information from payslips, bank statements, and identification — automatically populating factfind fields and flagging inconsistencies.
Review Notes & Client Visibility
Add review notes to flag missing information. Toggle client visibility per document to control what appears on the secure client portal and what stays internal.
Secure Share & Export
Securely share selected documents with third parties — mortgage lenders, underwriters, solicitors — via encrypted links with expiry dates and download tracking.
Upload Document
Upload files to share with your team and optionally the client portal. Category: Identification
Drag & drop or click to upload
Max size 50MB. Supported: PDFs, images, and common office formats.
Identification
3 document(s)
Uploaded 01/03/2026 18:28 by Sophie Whitfield
Uploaded 01/03/2026 18:28 by Sophie Whitfield
Uploaded 14/02/2026 21:23 by Admin
Give clients a clear path forward
A simple, secure space where clients see what they need to do, upload documents, and stay informed.
Secure Login & Authentication
Bank-grade security with multi-factor authentication, magic link sign-in, and session management — giving every client a private, encrypted space to interact with their adviser without sharing sensitive data over email.
Guided To-Do Checklist
Clients see a personalised step-by-step checklist of everything their adviser needs — from uploading identification to completing factfind sections — with real-time completion tracking, colour-coded progress, and clear next steps.
Simple Document Uploads
Drag-and-drop document uploads with mobile camera support for quick submissions. Clients upload payslips, bank statements, and identification directly into categorised folders — no email attachments, no lost files.
Case Progress & Transparency
Clients can see exactly where their mortgage application, remortgage, or protection case stands — from initial enquiry through to completion — without needing to phone or email their adviser for updates.
Secure Client Messaging
Built-in encrypted messaging lets clients communicate directly with their adviser from within the portal. Message threads are linked to cases, support file attachments, and include read receipts — replacing unsecure email chains.
Client-Facing Factfinds
Clients complete structured factfind questionnaires at their own pace — covering personal details, address history, income, credit commitments, and more — with auto-save, section-by-section progress tracking, and the ability to send back to their adviser when finished.
Welcome back, Rachel
Your portfolio overview
Your adviser has requested a few items. Upload the remaining files to complete your request.
Passport or driving licence
Complete your personal details
Confirm your address history
Share details about existing mortgages
Tell us about dependants
Provide income information
List your credit commitments
Confirm credit history details
Add savings and assets
Complete your budget planner
Recorded for you
27 Maple Crescent, Stirling FK7 9QR
View properties →Active mortgages
Fixed Rate Ends 30/11/2027
View mortgages →Insurance policies
Legal & General
View insurance →Buildings & contents
No renewal dates on file
View GI policies →Replace email chaos with clarity
All communication in one place, linked to the right client and case — with read receipts, attachments, scheduled messages, and secure document sharing.
Replace Email Chains
Centralise all adviser-to-client and firm-to-client communication in one searchable, case-linked message hub. No more lost emails, missed attachments, or CC chains — every conversation is threaded, timestamped, and linked directly to the relevant client and case for full audit trail compliance.
Firm ↔ Client ↔ Adviser
Three-way messaging keeps everyone informed without CC chaos. Switch seamlessly between client conversations and internal firm discussions from a single interface — with separate threads, notification controls, and the ability to loop in colleagues or escalate conversations without forwarding.
Attachments & Read Receipts
Share files directly within conversations without email attachment size limits. Know exactly when messages are read with real-time read receipts and delivery confirmations — giving advisers confidence that clients have seen important updates, documents, and action requests.
Secure Document Sending
Send and receive sensitive documents — payslips, bank statements, identification, mortgage offers — securely within the message hub. Documents shared by clients are automatically categorised and filed against their document records, eliminating the risk of sensitive data being sent over unsecured email.
Instant Notifications
Never miss a message with real-time push notifications across desktop, tablet, and mobile devices. Configurable notification preferences let advisers and clients choose how and when they're alerted — ensuring urgent messages get immediate attention while routine updates don't cause distraction.
Scheduled Messages
Compose messages now and schedule them to send at the perfect time — whether that's a Monday morning reminder, an end-of-week check-in, or a follow-up timed around a client's completion date. Full calendar picker with time selection, edit and cancel controls, and a scheduled messages queue visible per conversation.
Switch between client and firm conversations
Recent Messages
Streamline workflows, never miss a deadline
A visual, canvas-based automation builder that lets you design custom workflows with triggers, actions, and conditions — automating renewals, reminders, emails, SMS messages, and internal tasks across your firm.
Event-Driven Triggers
Build automations that fire on real events — case status changes, new clients, document uploads, ERC end dates approaching, task completions, and information request submissions — with system-scheduled triggers for daily checks and renewal reminders.
Email & SMS Actions
Send customised emails and SMS messages automatically when triggers fire. Set the subject, body, and recipient using merge tags like {{client.name}} and {{client.email}} — with HTML email support, Email Studio integration, and the ability to schedule sends for the perfect timing.
Automated Task Creation
Generate tasks automatically with custom titles, details, due date offsets, assignees, priority levels, and statuses — ensuring follow-ups, reviews, and compliance checks are created and assigned the moment they're needed, without manual intervention.
Conditional Logic & Branching
Add conditions to any action to control when it runs. Stop emails from sending, skip task creation, or branch your workflow based on case type, client status, adviser assignment, or any data point available in the trigger context.
Canvas-Based Workflow Builder
Drag and drop triggers and actions onto a visual canvas to design your automation flows. Connect nodes with edges, inspect and configure each step in the side panel, and see your entire workflow at a glance — no code required.
Execution Timing & Scheduling
Choose whether each action runs immediately when the trigger fires or is scheduled to execute later — perfect for sending follow-up emails after a delay, creating tasks ahead of key dates, or spacing out client communications.
Beautiful branded emails, built visually
A drag-and-drop email template builder that lets you create stunning, branded emails — from welcome messages and renewal reminders to automation-triggered communications — all integrated into the heart of Advizo.
Drag-and-Drop Template Builder
Build professional email templates visually with a canvas-based editor. Drag content blocks — titles, paragraphs, images, buttons, tables, dividers, social icons, and videos — into your template and arrange them exactly how you want, no coding required.
Brand-Matched Styling & Colours
Customise every aspect of your email to match your firm's brand identity — logo placement, brand colours, font families, heading sizes, link colours, and content alignment. Every email your clients receive looks and feels unmistakably yours.
Merge Tags & Dynamic Personalisation
Insert dynamic merge tags like {{client.first_name}}, {{firm.name}}, {{case.reference}}, and {{invite.link}} to personalise every email automatically. Recipients see their exact name, adviser details, mortgage provider, and renewal dates — not generic placeholders.
Push to Automations
Once your template is ready, push it directly to any automation workflow you've built in the Automation Builder. Welcome emails, renewal reminders, follow-up sequences, and status update notifications — all triggered automatically when events occur.
Desktop & Mobile Preview
Switch between desktop and mobile previews instantly to see exactly how your email renders on every device. Test send to your own inbox before going live, export clean HTML, and ensure pixel-perfect delivery across all email clients.
Template Checks & Validation
Built-in checks automatically scan your template for issues — unrecognised merge tags, text too small for mobile screens, missing alt text on images, and incomplete content blocks — so every email meets deliverability and accessibility standards before sending.
Time to Renew Your Mortgage, {{client.first_name}}!
Your mortgage is coming up for renewal, and this is a great opportunity to review your options. At {{firm.name}}, we can help you find the best rates and terms that suit your financial goals.
We understand that your circumstances may have changed, and our advisors are here to guide you through the renewal process with ease. Whether you're looking for lower rates or better terms, we're committed to helping you make the most of your mortgage renewal.
{{firm.name}} · {{firm.address}} {{firm.phone}} · {{firm.email}}
Capture every enquiry, from every channel
Turn website visitors, social followers, paid ad clicks and introducer referrals into structured leads — flowing straight into Advizo, ready for an adviser to action.
Website Lead Capture
Embed branded lead forms directly into your firm's website. Enquiries flow instantly into Advizo with zero manual data entry — eliminating delays between a prospect submitting an enquiry and an adviser receiving it.
Customisable Lead Forms
Match your firm's brand colours, copy and tone of voice. Configure custom success messages and on-brand confirmation experiences so prospects feel they're dealing with you, not a generic CRM.
Custom Fields
Capture exactly the data your business needs. Add bespoke fields for mortgage type, protection requirements, property value, employment status, or any other qualifier — tailored to each service line you offer.
Multi-Channel Intake
Receive leads from Facebook, Instagram, LinkedIn, Google Ads, email campaigns, introducer portals and your own website — all flowing into one inbox so nothing slips through the cracks.
Instant Routing & Automations
New leads can trigger automated welcome emails, adviser assignments, follow-up reminders and task creation — getting prospects engaged within minutes of enquiry, not days.
Lead Status & Conversion Tracking
Track every lead through qualified, contacted, converted and lost stages. See conversion rates by source, adviser and service type — and identify exactly where leads drop out of your funnel.
1<!-- Paste this snippet into your website -->2<!-- Advizo Lead Capture -->34<script src="https://cdn.advizo.co.uk/embed.js"></script>56<div data-advizo-form="contact"7 data-firm-name="Advizo"8 data-brand-color="#2B5CF5"9 data-logo="/advizo-logo.png">10</div>1112<!-- That's it — your branded form appears here -->
Advizo
Contact Advizo Today
How can Advizo help you?
Track every campaign, prove every pound
See exactly which email sends, social posts, paid ads and link campaigns deliver leads — and which leads convert into completed cases. Marketing attribution built for advisory firms.
Unique Campaign Links
Generate trackable URLs for any channel in seconds. Every click, form submission and conversion is automatically attributed to the right campaign — no UTM spreadsheets, no manual tagging.
Multi-Channel Attribution
See performance across Facebook, Instagram, LinkedIn, Google Ads, email and introducer channels in one dashboard. Compare apples to apples and answer the question: which channel actually drives business?
Email Campaign Performance
Track opens, clicks, replies, leads generated and clients converted for every email send. Built-in integration with Email Studio means every campaign you build is measured automatically.
Lead-to-Client Conversion
Don't just measure leads — measure outcomes. See which campaigns produced enquiries that became completed mortgage and protection cases, with full visibility from first click to final commission.
Cost-per-Lead & ROI
Enter your campaign spend and Advizo calculates cost-per-lead, cost-per-client and return on investment automatically. Make confident decisions about where to invest your next marketing pound.
Real-Time Dashboards
Live performance dashboards show what's working today — not last month. Drill into any campaign for granular detail or zoom out to see firm-wide marketing health at a glance.
Campaign Hub
Live campaign performance
Campaigns
15
Total clicks
69,510
Total leads
2,812
Clients converted
341
12.1% conv.
| Local SEO Landing Page | Website | 120 | 11,240 | 198 | 22 | 11.1% | Active |
| First-Time Buyer Guide | 45 | 9,204 | 487 | 62 | 12.7% | Active | |
| Black Friday Mortgage Deals | 5 | 8,321 | 24 | 0 | 0.0% | Ended | |
| Christmas Renewal Reminder | 10 | 7,460 | 412 | 58 | 14.1% | Ended | |
| Debt Consolidation Q1 | Google Ads | 60 | 6,731 | 198 | 12 | 6.1% | Active |
| Home Mover Spring Push | 30 | 5,902 | 221 | 27 | 12.2% | Active | |
| New Mortgage Offer Launch | 28 | 4,812 | 312 | 41 | 13.1% | Active | |
| Self-Employed Mortgages | Google Ads | 42 | 4,217 | 256 | 31 | 12.1% | Active |
| Remortgage Rate Alert | 14 | 3,104 | 264 | 38 | 14.4% | Active | |
| Buy-to-Let Investor Series | 90 | 2,416 | 142 | 19 | 13.4% | Active | |
| Insurance Review Drive | 35 | 2,088 | 121 | 14 | 11.6% | Active | |
| Protection Awareness Week | 7 | 1,287 | 38 | 4 | 10.5% | Ended | |
| Commercial Finance Outreach | 75 | 1,104 | 47 | 3 | 6.4% | Paused | |
| Equity Release Webinar | 21 | 982 | 73 | 9 | 12.3% | Ended | |
| Adviser Referral Push | 18 | 642 | 19 | 1 | 5.3% | Paused |
One calendar. Every way to book.
Connect each adviser's Microsoft Outlook / Office 365 calendar to Advizo, share a personal booking link, and let clients self-book from the portal — all writing to one unified calendar with confirmations, Outlook invites, automated reminders and conflict detection.
Two-way Microsoft Outlook Sync
Per-adviser two-way sync via Microsoft Graph. Appointments created in Advizo push to Outlook; Outlook changes are pulled back into Advizo continuously — with a deduplicated unified calendar so the same meeting never appears twice.
Personal Booking Link
Share /book/your-link from your website, email signature or paid ads. Visitors see real available slots respecting your hours, notice, buffers, exceptions and live Outlook busy time — no email back-and-forth.
Client Portal Booking
Logged-in mortgage and protection clients self-book their assigned adviser from the portal. Joint applicants supported — tick a box to include the co-applicant on the Outlook invite.
Free/Busy Conflict Detection
Schedule from the calendar or any client record with a Free/Busy panel showing the day's existing Outlook and Advizo meetings, plus an explicit overlap warning before you save.
Intake Questions & Lead Capture
Screen public visitors with conditional dropdowns, yes/no and short-text questions. Block unsuitable enquiries and auto-create a lead in Advizo when a qualifying visitor books.
Secure by Design
Per-adviser OAuth — no firm-wide mailbox sharing. Encrypted token storage, row-level security on every booking row, Cloudflare Turnstile on public pages, and email-OTP verification for reschedule and cancel.
Calendar Sync & Bookings
Advizo ↔ Microsoft Outlook
Outlook
TodayTeam standup
09:00
Lender call
11:00
First-time buyer
14:00
Advizo unified calendar
No conflictsadvizo.co.uk/book/your-link
New booking — Sarah J.
E-sign client documents inside Advizo
Upload a PDF or start from a firm template, drop signature, initials, date and applicant name fields onto the page, and send it to your client for secure digital signing through the Advizo client portal — no external signing tool required.
Upload PDFs or use templates
Start from an uploaded PDF — a lender form, protection application, disclosure pack or firm agreement — or reuse a saved template. Preview it before sending so you know exactly what the client will see.
Drag-and-drop signing fields
Drop signature, initials, date signed and applicant name fields directly onto the PDF. Fields are colour-coded, ordered logically, and take just seconds to place with a guided wizard.
Built for joint applications
Applicant 1 and Applicant 2 name fields are pre-filled from the client record and confirmable by the signer — ideal for joint mortgage and protection cases where both applicants sign the same document.
Send securely via Message Hub
Sending posts a Review & Sign card into the client's Message Hub and adds it to their portal dashboard. No email attachments, no external signing accounts — the client signs where they already log in.
Sign on phone or desktop
Clients adopt a signature by typing or drawing, and can switch to their phone via a QR flow. The date is stamped automatically the moment they finish, and they can download the signed PDF.
Signed PDF + completion certificate
The signed PDF is filed automatically against the client. Advisers see it in a full document view with a certificate sidebar recording signer, timestamp, IP address, device and fields completed.
Signed by James Thompson · 09:42 BST · iPhone · IP 82.14.•.• · 4 fields completed