Technology for Modern Brokers

Score is a modern, cloud-based CRM and case management platform built specifically for mortgage and protection advisers. Designed to simplify and streamline the entire advice journey, Score enables brokers to manage clients, products, documents, and compliance all in one place. The platform automates time-consuming tasks like document chasing, sourcing integration, and suitability reports, helping advisers focus more on clients and less on admin.

MortgageQuote specialises in offering a unique, digital mortgage quoting solution designed specifically to improve the functionality and user engagement of mortgage brokers' platforms. With a firm belief in simplicity and efficiency, their specialised quoting system effortlessly integrates into your website, providing a seamless and user-friendly experience for your clientele. But they don't just stop at quotes.

trackerhub has been designed for Advisers by Advisers and their Business Associates to help streamline the referral, tracking and communication processes on new leads. They include features that enable team-wide lead progress updates, platform-based messaging between parties, Adviser invoice generation, performance reporting, as well as B2B referral capability and a Client Portal with in-built document management tracking.

Keychain is an invaluable tool for our team. The secure platform allows clients to complete questionnaires and upload required documents effortlessly. The automated reminders reduce the need for manual follow-ups, allowing us to focus on delivering high-quality advice. The AI-powered document analysis has been a game-changer, streamlining processes and saving administrators a tremendous amount of time. It also adds an extra layer of security, ensuring nothing is missed.

SolutionBuilder is a powerful protection quote and recommendation tool designed to help advisers compare multiple protection products and providers in one clear, streamlined view. It enables advisers to build and tailor protection plans around their clients' needs, whether they're looking for life cover, critical illness, income protection, or a combination of business protection options.

CIExpert is a specialist tool designed to help advisers navigate the complexities of critical illness cover with clarity and precision. Rather than relying solely on price comparisons, CIExpert breaks down the actual quality of cover across providers, enabling advisers to present clients with a more informed and meaningful recommendation.

Air combines product sourcing with in-depth case support and compliance guidance, helping advisers navigate complex scenarios with confidence. With a focus on education and continuous development, Air empowers brokers to provide high-quality advice to older clients, ensuring suitable outcomes while meeting all regulatory requirements.

The 4C Platform for Private Medical Insurance (PMI) is designed to streamline the entire advice and application process, making it easier for advisers to engage with clients, capture essential health and lifestyle information, and deliver tailored recommendations. It allows advisers to efficiently gather client data through digital forms, manage communication securely, and track each stage of the PMI journey with complete transparency.

BrokerLync is an adaptive online fact-find for mortgage and protection advisers. Clients complete it from a branded adviser link on any device, the questions adapt to their answers, and you receive a complete, structured fact-find ready to work from. It removes the back and forth, keeps your data consistent, and gives every adviser a professional front door to their advice process.

BrokerSync uses Finova's mortgage club for access to leading procuration fees. Finova Payments and Mortgage Services give our members a wide lender panel and look after the payments side, so you earn more on the business you place and get paid what you should, when you should.

Iress provides mortgage sourcing through Xplan Mortgage and protection quoting through The Exchange, giving advisers whole of market comparison, product research and quote and apply workflows in one place. It is a mainstay of adviser desks across the UK.

UnderwriteMe's Protection Platform lets you quote, compare and apply for protection with underwriting decisions up front from multiple insurers. Clients answer one set of medical questions, you see the real terms each insurer will offer, and cases go on risk faster with fewer surprises later.

Movin Legal is a conveyancing comparison and referral platform built for intermediaries. Compare quotes from a vetted panel of conveyancers by price and location, refer your client in a couple of clicks, and track every case while Movin handles the chasing with the law firm. You earn referral rewards for the business you place.

GOTO Group is an online home-moving platform covering conveyancing, surveys, wills, insurance, removals and energy performance certificates. It gives your clients one place for everything around the move, and gives you a simple way to refer the services you do not provide yourself while keeping the relationship.

MyPIPS is a buyer representation service that works exclusively for the purchaser. From the first viewing through negotiation, and renegotiation after a survey or valuation, they protect your client's interests and help the purchase run smoothly, which means fewer stalled cases and a better experience for the clients you introduce.

PMS Mortgage Club gives advisers access to an extensive lender panel, exclusive products and a dedicated support team, alongside technology and events that help firms place business efficiently. It is one of the UK's largest mortgage clubs and a valued partner of the BrokerSync network.

Virtually Branded is the design and digital agency behind BrokerSync's own brand and website. They deliver branding, websites, marketing materials and online identity for advisers, so members can get a professional presence built by people who understand the mortgage and protection market.