Mortgage Brokers
Progress cases faster with fact finds that do the maths for you
Mortgage enquiries are detail-heavy. If the fact find drags, information goes missing or affordability isn’t clear, cases stall.
FLG keeps everything in one place so your team can respond faster, stay compliant and protect revenue on every case.
A mortgage broker’s reality
A mortgage journey has far more steps than most customers realise. Meanwhile your team is juggling multiple lenders, products, dates and constant calls.
When the process isn’t tight, delays creep in, admin piles up and opportunities disappear.
FLG gives brokers a structured journey from enquiry to completion. It captures the right information early, calculates key figures, manages documents properly and triggers next steps automatically.
Most delays in a mortgage case aren’t customer delays. They’re admin delays.
Get the fact find right and make affordability checks simple
A strong mortgage process starts with a fact find that’s accurate, consistent and quick to update. It reduces back-and-forth and gets decisions faster.
Capture and calculate with confidence
- Run detailed fact finds built around affordability
- Capture income, outgoings and disposable income clearly
- Use guided questions instead of one overwhelming form
- Generate key figures like LTV and affordability automatically
- See the impact of changes instantly as figures are updated
- Give advisers and admin one shared, up-to-date view of the case
Report clearly
- Use consistent data to understand case outcomes and bottlenecks
- Identify where cases slow down and why
- Improve visibility across advisers, lenders and admin
Keep cases organised across calls, documents and stages
Mortgage cases live across email, calls, lender updates and document requests. When these sit in different places, cases slow down and compliance becomes painful.
- Secure upload links for payslips, bank statements, IDs and more
- Staged prompts such as “before we progress, please upload X”
- Automated appointment reminders
- Calendar integrations for Outlook and Google
- Call recordings, inbound/outbound logs and notes stored against the correct case
- A single, compliance-friendly timeline showing every interaction
Grow revenue with referrals without losing control
Mortgage enquiries naturally lead to protection, wills, conveyancing and partner opportunities. But the value only shows up when handovers are timely and trackable. With FLG you can:
- Trigger workflows based on answers or milestones.
- Refer internally without manual chasing
- Track referral outcomes and revenue cleanly
- Manage renewal dates and remortgage opportunities automatically
- Support multiple cases per client or property
- Use partner portals to share and introduce leads with clear ownership
How FLG makes a difference for mortgage brokers
Faster affordability decisions
Structured fact finds and live calculations cut back-and-forth.
Clean case management
Calls, docs, notes and next steps all tied to one record.
Compliance confidence
Every interaction logged, including call recordings.
Less chasing
Automated prompts move cases forward without manual work.
More value per client
Trigger protection, wills and conveyancing referrals at the right moment.
Better partner handling
Introductions tracked through a partner portal.
Future business secured
Remortgage and renewal dates handled automatically.
A mortgage CRM built for brokers
Everything you need in one journey, not six separate tools.
Ready to see how FLG supports mortgage brokers?
If you want a cleaner, faster way to progress cases and keep everything compliant, you can get started in minutes.
Or talk to us on 01282 798 545