Track every mortgage, protection & insurance case from enquiry to completion

Modern mortgage consultants use case management software to keep every update — adviser notes, lender correspondence, client messages, document uploads, status changes — linked to a single case record. In Advizo, each mortgage, remortgage, buy-to-let or protection case has its own timeline. Clients see progress in their portal, advisers send updates from the case page, and every interaction is timestamped and audit-ready. This replaces email chains, WhatsApp threads and spreadsheets — so nothing is lost between application and completion.

Mortgage case management software tracks an application from enquiry through to completion. It stores the case type (purchase, remortgage, BTL, product transfer), client details, lender, broker fees, documents, tasks, communication history and pipeline stage. Good software — like Advizo — also handles protection and general insurance cases against the same client, automates chasers, and gives the firm owner a real-time pipeline view of every case across every adviser.

Track every case in one system, against the client record, with named pipeline stages (Enquiry → Factfind → DIP → Application → Offer → Completion). Use status changes to trigger automated client updates and adviser tasks rather than relying on memory. Advizo's case workspace adds factfinds, tasks, notes, documents and messaging directly into the case, so the adviser never leaves the page. The result is fewer missed deadlines, faster completions and a complete audit trail for your network.