A centralised CRM purpose-built for mortgage brokers and financial advisers

A generic CRM like HubSpot or Salesforce gives you contacts, pipelines and emails — but no understanding of factfinds, joint applicants, ERC dates, protection cases, lender requirements or FCA audit trails. An industry-specific CRM like Advizo ships with all of that built in. UK mortgage brokers and financial advisers save weeks of customisation, avoid building factfind forms from scratch, and get a system their network and compliance team already understands. If you spend more than two hours a week working around your current CRM's missing fields, an adviser-specific platform will pay for itself.

Yes, if you handle mortgages, protection or investment advice in the UK. A purpose-built adviser database stores joint applicants, employment and income breakdowns, ERC end dates, lender details, policy numbers and case histories as structured fields — not free-text notes. That structure powers compliant factfinds, accurate suitability reports, automated remortgage reminders and clean network reporting. A generic contact database can store the data, but it can't enforce the structure your compliance team and FCA audit trail rely on.

The best CRM depends on whether you sit inside a network (Openwork, Quilter, Sesame, Tenet, Stonebridge, TMA, PRIMIS) or operate as a directly authorised firm. Advizo is built to sit alongside your network CRM, handling day-to-day client management, factfinds, case progression, document collection and client communication — leaving your network system as the system of record for submissions and compliance. Most UK mortgage brokers and IFAs choose Advizo over generic CRMs because it's purpose-built, all-inclusive at £95 per seat per month, and requires no per-feature add-ons.