27 problems mortgage brokers bring us, each with the cause, what it costs and what we build to fix it.
Mortgage brokers spend the first call typing income, commitments and deposit details into the CRM. We build a guided online fact find that feeds your system.
Mortgage brokers chase payslips, bank statements and ID by email for weeks before submitting. We build document collection with checks for each applicant.
Mortgage brokers log into lender portals one by one to see valuation and underwriting status. We build a single case tracker that gathers status and alerts.
Mortgage clients drift to their lender's product transfer when brokers miss the fixed rate end date. We build rate expiry reminders and a review pipeline.
Mortgage offers expire when a slow chain drags past the date and nobody noticed. We build offer expiry tracking for brokers with early warnings and actions.
Between mortgage offer and completion, brokers chase conveyancers by phone for searches, exchange and completion dates. We build structured progress updates.
Buyer leads from estate agent partners arrive by email and text and wait for a mortgage broker to call. We build lead intake, instant routing and follow-up.
Mortgage enquiries from your website arrive at night and wait for a broker. We build instant replies, short qualifying questions and booking for brokerages.
Mortgage brokers lose track of decisions in principle across lenders, expiry dates and certificates for agents. We build one DIP record with reminders.
Mortgage brokers read months of bank statements to spot commitments and unusual payments. We build a statement summary that points them to what to check.
Self-employed mortgage cases stall waiting for SA302s, tax year overviews and accountant letters. We build income evidence collection for mortgage brokers.
Mortgage brokers match lender proc fee statements to completions by hand, and missing payments go unnoticed. We build proc fee reconciliation and follow-up.
Mortgage brokers mean to discuss protection with every client, then the purchase takes over and it slips. We build protection follow-up tasks and tracking.
Appointed representative mortgage brokers see files returned by the network for missing items. We build a file completeness check before cases go in.
Mortgage brokers type client details into the CRM, then the sourcing tool, then each lender portal. We connect the systems so each case is entered once.
Mortgage valuations stall on property access, and down valuations reach brokers late. We build valuation tracking with access contacts and instant alerts.
Mortgage clients phone and message brokers every few days asking where the application is. We build automatic milestone updates from your case data.
Buy to let mortgage brokers rebuild portfolio landlords' property schedules from messy spreadsheets for each case. We build a reusable schedule and portal.
Developer reservation periods, incentive forms and slipping plot completion dates risk lender offers. We build a plot timeline tracker for mortgage brokers.
Gifted deposits need letters, giftor ID and proof of funds from parents, often late. We build gifted deposit collection for mortgage brokers with tracking.
Past mortgage clients move home or buy to let without calling their old broker. We build past client contact, life event prompts and tracking for brokers.
Mortgage brokers spend hours writing recommendation letters, retyping case facts from the CRM. We build letter assembly that leaves the reasons to the broker.
Mortgage underwriters ask for extra payslips, explanations and documents mid-case, and replies take days. We build query intake, client requests and tracking.
Mortgage brokerage owners build spreadsheets to see cases by stage, expected completions and proc fee income. We build a live pipeline and forecast view.
First-time buyers enquire months before they are ready, then buy with another broker. We build long-term contact for mortgage brokers that stays useful.
Mortgage client preferences on term, overpaying and fixed rates get lost in rushed phone advice. We build consented transcripts and structured case fields.
Mortgage brokers collect passports and utility bills by email and run ID checks in a separate tool. We build one check flow per applicant with records.