Whether you’re a mortgage adviser, or part of a larger mortgage advisory network, choosing the right mortgage CRM can transform how your mortgage business operates – saving valuable hours, improving every area of compliance, strengthening client relationships – and building profitability.

But with so many systems on the market, how do you know which one will truly fit the way you work? Surecase co-founder Simon Horsfall suggests seven key questions you need to have up your sleeve.

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As we all know, the best decisions come from asking the right questions. And the motivation for developing the Surecase CRM portal was that we wanted a system that helped resolve the key pain points that, as mortgage advisers, we were experiencing every day.

As this recent article from the Society of Mortgage Professionals  serves to show technology and AI are now transforming the way mortgage advisers work. So we wanted a solution where every application of tech made a tangible difference to every feature. And in doing so, provided real time or cost saving benefits for our users.

Firstly, beware of the CRM over-promise.

However, the flip-side of a tech-led approach to helping mortgage advisers do their job well is that some systems can over-promise and under-deliver.

John Parr, Principal of Trusted Market Advice, recently argued in the UK edition of Mortgage Introducer that many mortgage CRM systems are not built for the realities of the industry.  We beg to differ.

Which is why, over the past three years, we’ve invested heavily in the development of Surecase to create a real-world CRM system that resolves the many competing challenges mortgage advisers face every day, namely:

• Continuous, unrelenting FCA Compliance
• The increased burden of FCA Consumer Duty
• The additional onus to assess client vulnerability with every application
• Swift, responsive and agile client communications
• FCA-compliant record keeping that demonstrates rigour and probity
• Easy-to-use integration with the industry standard platform Intelliflo

“Choosing the right mortgage adviser CRM system can be a major headache. We also know it’s a major cost consideration and additional overhead. So we created an intuitive CRM portal that sweats all the small stuff, and enables you to build value where it really matters – developing rewarding face-to-face relationships with your clients”

Here’s our 7 key questions to ask your mortgage adviser CRM provider before you sign on the dotted line.

1. Is your CRM specifically built for mortgage advisers?

Generic financial services CRMs are false economies. You need a system specifically designed for mortgage case management, compliance, and lender relationships – built around the way advisers actually work, and the regulation framework of the industry. Take for instance our mortgage-specific Fact Find which is designed to make data entry fast, efficient and intuitive – with no unnecessary time consuming duplication of content. Every data field is relevant and pertinent to the information that mortgage providers look for when making lending decisions.

2. Will it fit your business, or will you have to fit it?

Look for flexibility. A great CRM adapts to your workflows and scales with your firm, not the other way around. When we developed Surecase, we wanted it to feel a seamless part of your everyday workflow, so an essential “must have” was its integration with the industry-standard financial adviser platform Intelliflo.

3. Does it make compliance effortless?

Audit trails, client consent, advice records – they should be clear, quick, and automatic. We know what FCA compliance and the additional requirements of Consumer Duty mean to every mortgage broker. So, our case management system enables you to securely store, search, and retrieve all your client information to prove you’re operating in a fully compliant manner.

4. Will mortgage advisers want to use it?

Ease of use is everything. If it’s clunky and unwieldy it becomes frustrating. Choose intuitive design and automation that reduces manual work. With Surecase, we’ve placed a big emphasis on access anywhere usability, while our recently introduced automated correspondence and electronic signatures make it easier to progress each client case – without having to originate documents and arrange meetings for wet-signatures at key stages in the process.5. Can it grow with you and your business?

5. Can it grow with you and your business?

Think long-term: scalability, multi-branch setup, and data portability should be built in from day one. When we designed Surecase, we wanted to make it indispensable for stand alone independent mortgage advisers, or larger mortgage networks – so our portal is scalable to the size you need it to be.

Also, our organisation management feature enables you to assign and segregate different users within your business, allowing different levels of access.  As your business grows, you can use Surecase to delegate non-compliance tasks to admin members of your team, enabling you to focus on developing high value client relationships.

6. What support comes after signing up?

The real test starts after launch. Coming on-board, training, and responsive support are what turn intuitive software into a long term, profitable partnership.

And because Surecase automatically integrates with Intelliflo, you’ll be using it through a familiar platform, with the added advantage that data migration of all your client files is safe and secure. Moving to any new system is not without its anxieties, so we’re here to help you with any technical issues or concerns you may have at this critical setting up stage.

7. How open is the provider?

Transparent pricing, clear development roadmaps, and honest communications matter as much as features. Every marketing tool that you pay for is an additional overhead – so Surecase needs to earn its keep.

We believe that our £70pcm fee, with no limit on caseloads, represents outstanding value for money.

Constant evolution and development

Plus, Surecase is a CRM portal that is always in a state of evolution and refinement.  Recent product developments include the addition of direct mortgage sourcing from Twenty7tec, client vulnerability assessments from Comentis and management information tools with our new Performance Analytics.  We’ve also just added Mortgage Brain broker software as part of our mission to create the ultimate all=-in-one digital mortgage adviser processing too. Fully self-contained.

And very soon we’ll be bringing in AI tools to offer another layer of scrutiny to check for potential errors on both the big and smaller details.

Marginal gains. Workflow efficiency. Optimum usability.

“Surecase has been an ambitious development project aimed at creating a game-changing tool that will revolutionise the way every mortgage advisor works. It’s about delivering marginal gains and workflow efficiencies in every area of your daily role. As such, we think it’s the CRM tool of the moment – and one that sets a very high standard for usability, accessibility and affordability.”  Simon Horsfall

Book your demo today.

But don’t just take our word for it, see it for yourself by booking a FREE 45 minute demo We’ll show you the complete mortgage application journey, and how Surecase helps at every key stage.

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Surecase co-finder Simon Horsfall explains why the current hesitancy in the property market (ahead of the November budget) is the perfect time to align all your admin workflows with the Surecase mortgage adviser CRM portal.

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With the UK property market in a temporary lull ahead of the November Budget, many buyers and sellers are sitting tight. But for mortgage advisers, we believe this quieter spell isn’t a setback – it’s a massive opportunity to plan for success.

Recent analysis from Rightmove and We Buy Any Home confirms that both buyers and sellers are in “wait-and-see” mode, with the usual autumn bounce subdued by Budget uncertainty. One in five homeowners say they’ve paused moving plans until after November, while average asking prices have barely shifted – up just 0.3% compared with the long-run seasonal average of 1.1%. In short, the market is marking time.

For advisers, this creates valuable breathing space – a rare window to strengthen systems, streamline admin, and get ready to move fast when activity returns. And that’s exactly what the Surecase mortgage adviser CRM portal helps you do.

Rather than chasing leads in a slow market, the smart move is to build the foundations that make your business faster, easier, and more client-focused.

Surecase’s intuitive CRM platform automates the admin that eats into your day, giving you the freedom to focus on what really matters: building relationships, giving quality advice, and growing your client base. It’s also integrated with the industry-standard Inteliflo platform for easy data migration and compatibility with your existing work practices.

If your admin time is eating into client advice time – things need to change

Research from Unbiased Pro – published in last week’s The Intermediary found that many advisers spend too much time on admin, and not enough time with clients.  One survey responder said their ratio was 95% on paper work, and 5% on giving face to face advice.

That’s clearly the wrong way round. Surecase helps you to flip that ratio – freeing you from repetitive tasks so you can focus on client conversations, not compliance checklists. We know that getting away from the regulatory burdens of FCA Compliance & Consumer Duty can feel overwhelming – but there is a way to thrive without going under swathes of documentation. The trick is to systemise every detail of your workflow, wherever you can. Which is where we come in.

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Smart document management – at every stage

From document requests to client communications and pre-written letters, Surecase takes care of the repetitive work in the background. Every action is logged, every deadline tracked, every document stored – so you can stop chasing paperwork and start building value. With our document management system there’s no limit to the number of cases you can upload, and every one of them is securely encrypted for security and easy access.

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Fact Find: The foundation of every good mortgage

Surecase’s mortgage-specific Fact Find ensures you collect the right information first time. Designed around the real workflow of mortgage advisers, it’s practical, intuitive, and built to speed up the advice process.

It captures the full client picture in one place, so you can make better recommendations and move quickly from enquiry to offer. No double-entry, no missed details, and no compliance gaps to fix later. Plus, client data is stored securely for retrieval later if you need to revisit the case for a remortgage later on.

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Vulnerability identification with Comentis – an additional layer of due diligence.

FCA compliance is clear on this one – understanding client vulnerability is now a fundamental part of Consumer Duty. Surecase’s integration with Comentis gives you a structured, evidence-based way to assess and record client vulnerability without adding extra admin.

It helps you identify potential risks early, tailor your advice, and demonstrate compliance – all while protecting the client and your business. Better to understand vulnerabilities earlier on than discover them further down the line. Santander’s recent Fixing the Broken chain report revealed that nearly 500,000 property transactions failed in 2024, with client vulnerability or inadequate screening a contributing factor.

Direct mortgage offers with Twenty7tec

When the marketplace brings so many competing lender offers to the table, agility, precision and efficiency are essential. Surecase now integrates directly with Twenty7tec allowing you to source and secure mortgage offers without switching between systems.

It’s a smarter, more connected way to work – one that keeps your focus on the client, not the software. With everything under one roof, you can deliver faster responses, stronger service, and a smoother client experience from start to finish.

Compliance made simple – as you go along

With Consumer Duty and FCA requirements tightening, compliance is one of the biggest challenges advisers face. Surecase makes it simpler by embedding compliance into every stage of your process.

Every action, communication, and document is time-stamped and automatically logged. You don’t need to think about staying compliant – Surecase does it as you go. That means fewer headaches, fewer risks, and less time spent preparing reports. Every aspect of every case can be downloaded, including your audit trail of client communications, to support your evidence towards FCA compliance.

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Be tactical and strategic – analyse your performance

With so much day to day activity, it can be difficult to stay up to speed on the bigger picture of your business.  Surecase’s Performance Analytics feature enables you to run detailed management information reports to give you the insights you need to understand where your efforts are paying off, or areas which need more of your focus.

 

The Surecase difference

“Surecase was created because we knew that admin and compliance were significant time-consuming burdens.

However, these have now become even more onerous, particularly with the introduction of Consumer Duty and now client vulnerability assessments.

The recent addition of e-signature authorisation is another key area focused on speeding up key milestones in the mortgage application process. Our next feature, coming soon, is online identity checks

Our investment in even more automation means that Surecase users really can focus on building value where it matters –  giving quality, compliant advice to their clients.”  Simon Horsfall  

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Build your business through built-in efficiencies

When the market is quiet, the best investment you can make is in your own efficiency. Surecase helps you build stronger systems now, so that when activity picks up after the Budget, you’re already ahead of the curve.

To fully understand how we can revolutionise the way you work, why not invest in a FREE 45 minute demo.  Book yours today

And remember, Surecase costs just £70 pcm per user, with no limits on the number of cases you can upload.

Simon Horsfall explains why client vulnerability assessments are crucial for FCA compliance and Consumer Duty

In the evolving landscape of mortgage advice, understanding your client’s full circumstances is paramount. The Financial Conduct Authority (FCA) emphasises the importance of treating vulnerable consumers fairly, aligning with the Consumer Duty to ensure that firms act in good faith, avoid causing foreseeable harm, and support customers in pursuing their financial objectives. Conducting thorough vulnerability assessments at the outset of the customer journey is not merely good practice – it is a regulatory imperative.

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The importance of early vulnerability assessments

Initiating vulnerability assessments during the mortgage fact-find process enables advisers to:

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• Identify Potential Vulnerabilities: Recognise clients who may require additional support, such as those facing financial hardship, health issues, or life changes
• Tailor Advice Accordingly: Customise mortgage solutions that genuinely meet the clients needs and cirumstances
• Demonstrate compliance: provide evidence of FCA guidelines, mitigating regulatory risks

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An important new partnership with Comentis – specialists in client vulnerability assessments

Surecase has specifically partnered with Comentis to make vulnerability assessments a core part of its platform. Comentis ensures advisers capture every critical detail – from health and financial resilience to accessibility and life events – so nothing is overlooked. This partnership reinforces Surecase’s commitment to helping advisers provide fully compliant, client-focused advice.

Integrating vulnerability assessments into your workflow streamlines operations. By combining Comentis with mortgage sourcing via Twenty7Tec and full integration with the Intelliflo platform, Surecase offers a seamless, end-to-end solution. This integration reduces duplication, minimises errors, and saves valuable time, enhancing both efficiency and accuracy.

The complete Mortgage Adviser 121 solution

“Embedding vulnerability assessments at the outset allows advisers to deliver a fully compliant, client-focused service that meets the regulatory obligations of Consumer Duty.”

When used alongside Surecase’s integrated platform, sourcing tools, and workflow capabilities, advisers can confidently manage each case from initial fact-find to mortgage completion – all while maintaining regulatory compliance and improving operational efficiency.

With Surecase and Comentis, you’re not just capturing data – you’re building a clear, accurate, and actionable picture of your client from day one. That’s a 121 solution that works for both advisers and clients alike.

Book your free 45 min demo today.

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Last week we showed the latest Surecase features at the North West Mortgage Adviser Event in Manchester. It was great to see how many visitors valued the simplicity of our mortgage adviser CRM portal, and how linking through to Comentis for client vulnerability assessments was so easy and intuitive. So why not see it for yourself?

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Book your free 45 min demo to see all the key features that make Surecase all-in-one self contained mortgage adviser CRM.

“Surecase is really useful and makes processing/amending cases easier than it would have been if we were just using our back office CRM system. I particularly prefer the adding of documents and creating of the actual mortgage cases, which just syncs to our back office with a click”. Aidan, Mortgage Administrator, Ernest Grant Mortgages

When you need to take control of your mortgage workload, the Surecase mortgage adviser CRM portal helps automate many of the key tasks that drive forward each application, so that you can bring added value where it matters – providing compliant face to face advice to your clients.

Surecase’s 121 mortgage adviser portal brings a range of time-saving benefits thanks to its integration with the Intelliflo operating platform, a mortgage-specific Fact Find, e-signature authorisation, automated correspondence templates, mortgage sourcing from Twenty7tec; and financial vulnerability assessments from Comentis.

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Surecase co-founder Simon Horsfall explains how its mortgage adviser CRM portal can help you manage your post-holiday workload.

Back from holiday and already drowning in emails, client queries, and paperwork? You’re not alone. Mortgage advisers face unique pressures when returning to work – from urgent caseloads to compliance deadlines, plus a rapidly changing menu of mortgage deals from lenders. Nothing stands still.

And even though you’ll have delegated certain tasks to your team, the responsibility sits with you to get things moving again. And it can all feel just a bit overwhelming.

That’s why we designed our smart mortgage adviser CRM tool, to help you cut through the admin and hit the ground running, while also ensuring you meet the obligations of FCA compliance, consumer duty and the additional focus of client vulnerability assessments.

Surecase can help you achieve maximum workflow efficiency, optimise your performance and contribute to greater profitability. Here’s how…

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1. Prioritise the caseloads that need immediate attention

Not every task is equally urgent. Start by identifying clients with active applications or compliance deadlines and deal with those first. Surecase’s dashboard gives you a clear view of where each client is in the process, so you can focus on the cases that really matter, and avoid wasting time on admin that can wait. Plus, its client activity feature notifies you when clients are active on the portal so that you can attract their attention with any immediate tasks or updates. And remember, every document they upload is securely encrypted for secure storage and retrieval.

2. Delegate key tasks to back-office admin

You don’t have to do everything yourself.  Our organisation management feature  enables you to assign tasks directly to support staff – whether it’s chasing missing documents or preparing draft correspondence. By freeing yourself from repetitive admin, you can concentrate on what advisers do best: providing quality advice and client care. 3. Streamline client communication

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3. Streamline client communication

Miscommunication is one of the quickest ways to stall progress. Surecase’s integrated chat function and secure document portal mean clients can upload, sign, and review everything in one place. No more endless email chains or misplaced attachments – just smooth, efficient communication. Plus, our “Live Chat” function enables you to make quick and speedy contact with your clients to chase for key information or documents when you’re on the move.

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4. Automate compliant correspondence with standard letter templates

Keeping client records that are FCA compliant can feel like a mountain of paperwork. Our CRM portal securely stores a full audit trail of all your documentation and communication, while our automated correspondence templates help draft all the key letters that maintain the momentum of the application process. This saves hours of manual typing and ensures your client communications remain consistent, professional, and FCA-compliant.

We’ve also introduced e-signature authorisation to help remove potential bottlenecks caused by arranging a time when everyone can get together to sign paperwork. Our e-authorisation process is both secure and compliant, and just helps move everyone on to the next stage.

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5. Draw on mortgage sourcing from Twenty7tec

Speed matters when clients are looking for the best deal. Surecase now integrates directly with Twenty7tec letting you access sourcing tools without leaving the CRM. This means fewer logins, faster research, and a smoother client journey. And yes – more sourcing integrations are on the horizon such as Mortgage Brain as part of our mission to create a full 121 digital mortgage processing platform.

6. Mortgage-specific Fact Find and client vulnerability assessments

As every mortgage adviser knows, Fact Finds are the foundation stone of a strong and rigorous mortgage application process. Without them, not only are you risking non-compliance but you can’t approach any lender with the right level of financial detail on your clients.

The Surecase Fact Find is one of the areas where we’ve invested significant time and resources to create an intuitive data gathering tool that gives you all the answers to the questions lenders are looking for. No unnecessary data fields to fill in with generic Fact Finds that are designed for other financial services products – just mortgage-specific answers that you can later retrieve for client mortgage renewals. And with this in mind, Surecase also alerts you to your client’s mortgage deal renewal dates – enabling you to make timely contact to help them find their next deal.

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“AI is changing the way we work, and we’re now developing AI tools to bring even greater levels of accuracy to every stage of the process”

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7. Use AI tech to scan for technical errors (coming soon)

Technology continues to evolve – and so does Surecase. With AI transforming the way our industry works, we’re now developing AI-driven tools to scan documentation for potential technical errors, giving advisers an extra layer of protection against mistakes that could cost time and money. It’s another way we’re making compliance simpler and safer, and bringing greater scrutiny to the human rigour that goes into each mortgage application.

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Make the return to work easier – and every other day too

The post-holiday pile-up will always be there – but with the right tools in place, it doesn’t need to be stressful. Surecase helps mortgage advisers manage workloads, stay compliant, and keep clients happy, all in one streamlined platform.

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“We’re now at the stage in our development of Surecase where mortgage advisers can experience a 121 digital mortgage process – from Fact Find and mortgage sourcing to e-signature authorisation. Once you’re in the portal there’s no need to go anywhere else – except to see your clients.”

Migration to Surecase is simple and seamless

We know it’s natural to feel comfortable with familiar routines, but switching to a better system shouldn’t feel like a risk. With full IO integration and a robust process for transferring your data, moving to Surecase is smooth, secure, and designed to get you up and running without disruption.

Change the way you work for the better – book a FREE demo today

See how Surecase can revolutionise the way you work – not just with your return from holiday, but every day and week of the year. Book your FREE 45 min demo today.

The Surecase mortgage adviser portal is an access anywhere CRM tool designed to save valuable time at every key stage in the client mortgage application process, while optimising workflow efficiency.

It’s designed for both independent mortgage advisers as well as large mortgage adviser networks, and helps support FCA compliance.

In this blog Surecase co-founder Simon Horsfall explores where mortgage advisers are losing valuable time, and how Surecase can help you win it back.

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If you’re taking a well-earned holiday, work is probably the last thing on your mind, and rightly so. But when you do get a quiet moment to reflect (perhaps between poolside pages or café stops), it’s worth thinking about those busy workdays that sometimes stretch from 8am to 8pm, when you actually intended them to run from 9-5. We’ve all been there, and while the occasional extra long day is par for the course, when you get a succession of them, there could be a problem.

So where are all those hours and minutes going? Are you spending your time where it really counts, or is too much of it getting lost to tasks that could be simplified, automated, or just done better?

Here’s 7 important questions every mortgage adviser should ask themselves before heading back to the desk.

1. How long does your client fact find take – really?

Is it quick, consistent, and digital? Or are you still manually collecting information across calls, emails, and PDFs? A slow Fact-Find process doesn’t just cost you time, it can also delay client trust and decision-making. You may even be using a Fact Find template designed for more generic financial services, where you’re duplicating data or scrolling past unnecessary data entry fields.

We also know that FCA Compliance and Consumer Duty are important obligations that are time consuming. So we’ve created a mortgage specific Fact Find, a unique Surecase feature, that focuses on the questions you need to ask to provide the critical answers that lenders need to know.

This article from the Society of Mortgage Professionals How AI and technology are transforming the UK mortgage market is a timely reminder that the lending decision-making process is now based on far more sophisticated application information, hence why mortgage-specific Fact Finds are essential. And why ours is designed to meet the rigours of the lending application process.

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With the Surecase Fact Find, not only is the data entry more intuitive but your client application data can be saved securely for repurposing later if they return for a new mortgage renewal. With Surecase we help you achieve speed, efficiency and accuracy.

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2. How much of your day is taken up with admin?

Think about chasing updates, checking case statuses, cross-referencing notes, or manually updating spreadsheets. These little tasks add up fast, and can seriously eat into your important client-facing hours. Accuracy is important too, and when you’re under pressure from a mountain of admin work costly mistakes can be easily made.

With the Surecase mortgage adviser CRM we’ve created an organisation management structure that enables you to assign different roles to people within your team. This means that important background admin tasks can be undertaken by admin specialists who can focus on completing the finer details for optimum caseload progression. By doing this, you can allocate more time to sourcing the best lending deals for your clients, and spend more face to face time developing new business.

As this FT article reminds all of us in the industry, day to day mortgage admin wastes valuable time that could be spent elsewhere.

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3. Are compliance and Consumer Duty obligations weighing you down?

The regulatory landscape isn’t getting any simpler. Making sure your client advice trail is watertight, and your client communications are audit-ready can feel like a job in itself.

There’s been much debate on the challenges of embedding Consumer Duty into working culture, and we know (as mortgage advisers ourselves) that it’s another layer of complexity to achieving “good outcomes” for every client.

As this Money Marketing article  explains, the Financial Conduct Authority has been under pressure not to simplify the compliance rule book following the introduction of Consumer Duty back in 2023. So, there’s no getting away from an ever stringent regulatory framework.

With Surecase, we can help take away the day to day stresses of compliance, and save valuable time, with secure document uploads, downloadable reports (at any time) on client caseloads which include a full audit trail of your conversations and correspondence.  With Surecase’s documentation management system you’ll always be FCA audit-ready. Plus, all your client files are encrypted for optimum security.

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4. How often are you chasing clients for documents, signed forms, or basic communication?

From payslips and ID to signed documentation and routine responses, keeping clients on track can feel overwhelming. Every missed email or delayed reply creates unnecessary friction – on both sides, especially when there is now so much emphasis on customer service.

With Surecase we can help you achieve significant marginal gains with a client alert function that lets you know when your clients are active on the portal – so you can make quick, tactical contact to grab their attention.

Also, our Chat function helps bring all your client communications together into a single funnel so that you’re not juggling with messages from a multitude of sources.

And finally, we can help get you ticking off those key milestones with e-authorisation on key documents. No time lost waiting to pull everyone together for signing on the dotted line. This process is fully compliant and helps give momentum to each application at key stages in its progression.

“One of the key motives for setting up Surecase was to find smart ways of taking back time. Time that can be re-purposed either to spend with your family, developing your pipeline of new business, or ensuring that you have optimum face to face time with your clients.”  Simon Horsfall

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5. Are you still manually drafting letters and emails?

Whether it’s a “decision in principle” confirmation, a suitability letter, or a follow-up email, writing them from scratch every time is a fast way to burn through your day.

One of the challenges of being a mortgage adviser is to balance workflow efficiency with correspondence that is both business-like and professional. In most cases your correspondence will be helping to progress the application. But in some cases you may need to be the bearer of less good news. Time spent worrying about tone of voice can leave you hesitating over the keyboard.

Whatever you need to say, our standard letter templates take the thinking out of originating new letters for every new client, and we’ve composed them in a way that ensures the main body of the text remains compliant, even with customisation.

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6. Is sourcing the right mortgage eating into your schedule?

With so many products and constant changes in the mortgage marketplace, it’s easy to get lost in the details, especially if your tools aren’t integrated or up to date.

With every new change in mortgage rates comes a flurry of new offers from lenders, each competing for their target buyer. Scouring the market for new deals is not only time consuming but it’s a highly fluid process.

So, the next new feature to come on stream is mortgage sourcing, direct into the portal as part of our mission to create a fully 1-2-1 digital mortgage experience. Automation in this area, across the entire industry, will become increasingly more prevalent, assisted by additional insights from AI.

Still in development, Surecase mortgage sourcing is designed to give users the ability to pull through the best deals based on data gathered through our mortgage-specific Fact Find.

As part of this phase in our development project, we’re excited to have signed our first contract with mortgage sourcing company twenty7tec and we hope to be releasing this tool to mortgage advisers shortly.

For the record, it’s worth noting that, after the turmoil created in the marketplace after the Truss budget of autumn 2022, the average two year fix rate is now at its lowest since before this.

But with recent further movement in the all-important sonia swap rates, we could be in for yet more falls in mortgage rates, as the latest This is Money blog suggests – creating another busy time for mortgage advisers.

When fully developed, our new mortgage sourcing tool will enable Surecase users to more easily align the best mortgage deals for the lending needs of their clients.

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7. Are you spending enough time with clients – really with them?

Building trust, understanding your clients’ long-term goals, helping them plan for the future, this is where successful advisers make the real difference.

It’s also one of the key drivers behind the four principles of the FCA’s Consumer Duty rules:  products and services; price and value; consumer understanding; and consumer support.

Often your Fact Find is the start of a much longer relationship with your client, one that will often extend into advice around protection too. And the ability to earn trust on both sides never happens through technology, but through human, face to face contact.

Which is why time-saving technology plays such an important role.

One of the latest developments we’ve added to the portal is Surecase Analytics, a tracking tool that gives you powerful insights into your daily, weekly and monthly performance. Surecase Analytics helps you identify the areas where you need to sharpen your performance, and enables you see conversion rates and potential log jams in the pipeline

“Speed and workflow are critical to the day to day success of every financial adviser, so deploying intelligent tech to sweat all the small stuff is where we can make a real difference. Now, more than ever, this is even more important in an AI universe where the information that decisions are being based on all come down to the accuracy and relevance of the original Fact Finding data.”  Simon Horsfall  

Want to position yourself for post-holiday success?

Remember, Surecase costs just £70pcm per user, with no limit on the number of caseloads.

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Investing 45 minutes in a FREE demo will show how we can revolutionise your workflow efficiency. Click here to book.

With the surge in remortgage deals now coming on stream, Simon Horsfall explains how the latest Surecase remortgage alert feature is designed to position your business for success in this booming sector of the market.

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As we all know, the mortgage market has experienced more than enough turmoil than probably necessary in the last 3 years, largely as a consequence of the Liz Truss budget of autumn 2022, coupled with mixed messages around the current government’s success in containing inflation.

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The Bank of England’s June 19 meeting to assess whether to cut interest rates erred on the side of caution and left rates unchanged, and while the trajectory looks to be downward, Trump’s tariff wars have also caused market uncertainty.

So, there’s still no definitive sense of what, if anything, the interest rate cut will be.

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While interest rate uncertainty is with us for a while, remortgage opportunities are there to be had.

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However, what we can be certain of, regardless of interest rate movements, is that 2025 and 2026 are destined to be a year of growth opportunities as a consequence of the remortgage market.

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According to The Intermediary 2025 could see the UK remortgage market surge by up to 30% as a succession of current fixed rate deals come to an end. The value of this market is estimated at £76 billion, with UK Finance estimating that 1.8m mortgages will be due for re-application.

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By anybody’s reckoning, this is a big number and will lead to both a flurry of offers from mortgage lenders, and an equally intense period of demand from homeowners, all eager to lock themselves into the best deals.

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So, we’ve added yet another feature – the Surecase remortgage tracker

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As with any sector,  it’s the new business pipeline that is fundamental to long term success and growth. So, with this massive once-in-a-decade remortgage market opportunity, we’ve launched the Surecase remortgage tracker.

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Quite simply, it identifies all your current clients due for a remortgage so you can make a timely and purposeful re-connection to pitch for business. Rather than guessing it.

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And because you already have existing knowledge of their financial circumstances and existing deal, the tracker gives you time to approach them with the latest market intelligence around the potential deals that are available from lenders. It makes your approach both considered and tactical.

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Automatically generated and designed to improve efficiency, this new feature enables you to build a strong new business pipeline with ease, whilst also managing the compliance and consumer obligations of your existing clients.

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“There’s nothing more frustrating or demotivating than losing an existing client to another mortgage adviser or mortgage network. The Surecase remortgage tracker is another game changing feature that helps you retain the initiative over your competitors and retain your existing customers. Because, as we all know, the easiest business to win is existing business.” Simon Horsfall.

‍Achieve marginal gains for sustained business growth

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Our newmortgage tracker is the very latest in a range of value-added features that we’ve developed to make the whole mortgage application process easier and smoother, for both you and your clients.

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When we initially launched Surecase, we offered you:

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• Client ‘chat” function to bring all your client comms together in one easy place
• Easy to use documentation management and file sharing
• Client portal to request secure and encrypted document uploads
• Downloadable data files to support Compliance and Consumer Duty
• Admin access to give your back office teams specific roles for caseload progression

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In the past 18 months we’ve added a raft of additional features designed to make Surecase even more intuitive, and to bring higher levels of automation to the whole process. These include:

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• Our new mortgage-specific Fact Find – designed to capture the information mortgage lenders really need, without unnecessary data duplication. Simpler, faster, more efficient.
• Integration with mainstream financial services platforms such as Intelliflo
• E-signatures – a fully compliant electronic authorisation process that brings another level of workflow speed to every transaction. Progress each milestone without hanging around for all parties to sign paper documents.
• Surecase Analytics – one of our latest new features that gives you performance insights into new and existing business, conversions and even client losses. Don’t guess it, analyse it.

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Make the second half of 2025 the year you position yourself for unparalleled business growth and resilience.

At just £70pcm per user, with no restrictions on client caseloads, Surecase is the game-changing mortgage adviser CRM portal that’s an affordable investment tool – one that will deliver optimum ROI in terms of time saved, and new business secured.

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See the Surecase workflow benefits for yourself with a FREE 45 minute demo.

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Surecase is really useful, and makes processing/amending cases easier than it would have been if we were just using our back office CRM system.” Aiden – Ernest Grant Mortgages.

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Click here to Book your FREE 45 minute demo today

Not sure? Surecase co-founder Simon Horsfall talks us through what to look for in a mortgage adviser CRM system, and how each of these features influenced the way they developed their portal.
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In a fast-moving, highly regulated market like mortgage broking, staying organised isn’t just helpful,  it’s essential. Mortgage advisers across the UK rely on Customer Relationship Management (CRM) systems to streamline their workflow, improve client service, and stay ahead of compliance demands.

But with so many options on the market, what do brokers really need from a CRM? We’ve rounded up the five most valuable features that make the biggest difference for busy advisers.
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“When we set up Surecase, we knew what our own frustrations were with CRM systems, and we also looked at those that were coming on to the market. This influenced how we shaped the Surecase mortgage adviser CRM – one that you can access anywhere and stay on top of your game wherever you are.

At the heart of our system is a single minded mission to improve everyone’s workflow efficiency and to make marginal gains that result in massive time savings, and an equally mass reduction in stress.”

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1. Automated client communication and reminders

Clients expect timely updates, whether it’s chasing documents, confirming valuations, or reminding them their fixed-rate deal is expiring. Your lenders also have a similar sense of impatience too.

We know that keeping an eye on so many different sources of communications, from so many different clients can be exhausting and overwhelming. And before you know it, your job has become focused on communication management, rather than the technical aspects of sourcing the best deals and ensuring you remain compliant, every step of the way.

So we created the Surecase Live Chat function which brings all your client communications into a single, easily manageable funnel. No more juggling texts, WApp messages, emails and voicemails. Plus, with our latest feature update, the system notifies you when a client is active on their account so you can catch their attention and communicate directly.

All conversations are securely stored for data protection and GDPR compliance.

2. Integrated sourcing tools – IO, Twenty7Tec, Iress

We always knew that integration with existing sourcing platforms was essential for user-friendliness, so Surecase is already linked with Intelliflo, and we’re now in development talks with other big platforms such as Twenty7tec and Iress.

Whichever platform you’re already familiar with, our dev teams are working hard to make the user experience as efficient as possible, drawing on the key strengths that Surecase brings to the whole client data management experience.

For every mortgage adviser (and their networks), the key baseline benchmark of being able to use the processing power of the big platforms, but with the workflow efficiency of a mortgage-specific CRM like Surecase.

As we always remind our clients, Surecase is a CRM portal designed by mortgage advisers by mortgage advisers. We know exactly where you’re coming from.

3. Compliance tracking & audit trails

No one in our industry needs reminding that we operate in a highly regulated sector, with the demands of FCA Compliance increased by the additional responsibilities of Consumer Duty.

Covering your tracks and ensuring that you’re operating in a fully compliant way is essential for maintaining your licence to operate as a mortgage adviser. And for big mortgage networks, the stakes are even higher.

With the Surecase mortgage adviser portal we’ve created a document management system that securely stores all your client details and documentation for downloading into a safe folder for retrieval whenever you need it. All the data you need to get your hands on regarding each of your client’s mortgage applications can be accessed either by you or your admin team.

Again, this is another key feature aimed at improving workflow efficiency and reducing the burden of ongoing compliance admin. Plus, our organisation management feature enables you to define who in your admin team has access to key areas of the portal – helping you delegate important back office admin tasks so you can focus on client contact and business development.

4. Fact Find, automated documentation and e-signatures

One of the biggest causes of log jams in the mortgage application process is data gathering, correspondence composition and client authorisation at key stages of the journey.

Maintaining momentum with so many client applications, all at different stages, can be time consuming, frustrating and unnecessarily complicated.

First off then, is Fact Finding. This is the foundation of every successful mortgage application, so we’ve created a mortgage-specific Fact Find platform that focuses on the precise information that you need to gather on your clients. No unnecessary data fields to fill in, and no time-consuming duplication of data. Fast, efficient and intuitive – and designed to obtain the exact information that lenders are looking for.

Further down the line we also recognised that deals were being held up by the simple need to obtain signatures from all parties. The old school approach was to try and tie people down to come into the office. But modern life and time pressures make this, worryingly, almost impossible. So we’ve used technology to our advantage and created legally compliant electronic signatures that enable your clients to authorise documentation on the move. And again, everything is encrypted for security and compliance.

Finally, to further enhance your productivity we’ve now developed automated correspondence. Clear, concise and compliant communications are essential at every step of the way but, again, they can be time consuming. Even adding in those elements of charm to make your letters welcoming, can be onerous. And, on occasions, there are complex letters such as lender rejection that need careful attention too.

With our new suite of automated letters, we’ve taken away some of the thinking time, and freed you up to work on sourcing the best deals for your clients, and developing your new client bank of clients. You can adapt them as you deem necessary, but the core compliant elements are there to structure the right letter, for the right client at the right time.

5. Performance analytics

Top-performing mortgage advisers know what’s coming in, what’s moving forward, and what’s stuck. A CRM with strong analytics is essential for helping you gain an instant picture of daily, weekly and monthly performance goals.

Whether you’re an independent adviser or a large mortgage network, performance data is essential for monitoring sales, conversions and to see where the focus of your energies need to be on a week-by-week basis.

Surecase Analytics is the very latest feature that we’ve added to the system to help you get the performance metrics you need to sharpen areas of focus where you could be losing productivity and profitability.

Data reports can be run across a wide range of activities, and the data is particularly useful for identifying potential trouble spots coming up, particularly if, for instance, you’ve had a heavy month focusing on progressing mortgage applications at the expense of developing new business; or to see whether some clients are taking more time for less return on effort, than others.

Affordable. Accessible. Accountable – a mortgage CRM system that works as hard as you do.

With the prospect of further rate reductions forecast for 2025, depending on inflation and other economic factors, mortgage advisers will, once again, be caught in another round of sourcing the best set of deals put on the table by lenders.

So having a CRM system that keeps you in control of every touch point in your mortgage adviser business is a no-brainer investment. And for just £70pcm, with no limit on caseloads, Surecase is designed to be affordable too. No up front fees or licence payments.

Plus, we can support you with on-boarding to make the data transfer easy and simple.

Book your FREE 45 min demo now – no obligation

“With the Surecase mortgage adviser CRM we’re on a single minded mission to change the whole CRM market with a portal that brings outstanding levels of workflow efficiencies to our daily jobs. Simply put, Surecase is a feature-packed system focused on saving mortgage advisers valuable time – time that can be spent on developing new business, or enjoying time with your family and friends.”

Why investing in the right mortgage adviser CRM system is an important decision for mortgage networks.

‍With mortgage deals by financial intermediaries forecast to reach record levels in 2025, Simon Horsfall explains why network adoption of Surecase could be the game changing CRM investment you make this year.

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It’s April already and, if you’re anything like my team, you’ve already had a busy first quarter of 2025. While inflation showed a certain stubbornness to shift downwards at the back end of winter, the latest March fall in the Consumer Price Index to 2.6% has raised speculation of a further cut in interest rates.

And only this week, the IMF has issued a prediction that the UK could see up to 3 interest rate drops in 2025.

Furthermore, the flurry of uncertainty caused by the round of Trump tariff declarations led to a drop in SONIA Swap rates, resulting in additional downward movement on those mortgage deals – creating a whole new raft of offers from lenders.

Finally, as if that wasn’t enough, it’s predicted that up to 1.8 million mortgage deals are due to expire in 2025, creating another rich seam of mortgage deal potential. 

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2025 – the market is yours for the taking, if you streamline your mortgage advisor workflow

With so much potential new mortgage activity in the pipeline, and the mass of competing deals that will inevitably come to the market, getting your mortgage adviser workflow sorted is the only guaranteed way to stay ahead of the game.

The Surecase mortgage adviser CRM portal was actually conceived during a quieter time when mortgage rates had settled around 2%, and before the seismic panic caused by the now infamous Liz Truss mini budget of 2022.

Fast forward to 2025, and we now have a feature-packed CRM system that is designed to optimise your workflow at every key touchpoint in the mortgage application process.

For the big mortgage adviser networks we know from our own experience that time and cost efficiencies are paramount. Managing your existing portfolio of clients while developing your bank of new mortgage customers is an essential balancing act for business survival. But we also know that, amongst all this, there are the additional responsibilities around FCA compliance and the more recently introduced obligations around Consumer Duty.

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5 quick ways we can help your mortgage adviser networks optimise efficiencies

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1. IO integration as standard

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Integration with Intelliflo. We know all the major networks use the Intelliflo platform as the main framework for their CRM systems, so our first big design goal was to achieve integration. This now means that when you subscribe to the Surecase portal that its operating efficiently through a platform that your team will be readily familiar with. Surecase simply brings all your caseloads together in an access-anywhere portal that gives each of your mortgage advisers full control over the management of their clients.

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“Surecase’s integration with Intelliflo Office is first class. It allows advisers to interact with a tool designed specifically for mortgages, with all the data being synced with the back office.” Mike Phillips, Head of ASHL

2. Mortgage-specific Fact Find.

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Rapid, accurate, customer data gathering. Arguably, this is one of the most time consuming foundation areas of mortgage adviser ground work. Everything depends on timely and accurate data collection. For too long, network groups have had to grapple with generic financial services Fact Find templates that offer up too many data fields, many of which are not relevant to the very precise questions mortgage lenders are looking for.

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3. Client communications – client portal and chat 

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Stop getting communication overload. The volume of communications generated by mortgage network groups over the course of a week or month is staggering. And with UK and global economics expected to see continuous flux in the market place, staying on top of your client comms is critical to completing each deal on time, while ensuring you remain FCA- compliant.

The Surecase Chat function is a game changing feature that brings all your client communications together in a single funnel, so that you’re not grappling with texts, WhatsApp messages, emails and phone call messages. Plus, our latest feature notifies you when a client is active on the portal so that you can contact them while you’ve got their attention.

And when it comes to requesting supporting documentation, such as payslips or ID, all you do is click on the documents you need and your clients know which ones to upload next.

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4. Organisation management.

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You can’t do everything. Delegate work functions to your admin team. Behind every successful network is the admin support team who play a behind the scenes role progressing every mortgage application. Our account holder function enables you to define user roles so that your admin team has delegated access to each of your cases, and can work on the non regulated areas without your attention.  This means you’re spending more face to face time with both new and existing clients, and also meeting your Consumer Duty obligations rather than being tied to the laptop.

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“Surecase is really useful and makes processing/amending cases easier than it would have been if we were just using our back office CRM system. I particularly prefer the adding of documents and creating of the actual mortgage cases, which just syncs to our back office with a click”.  Aidan, Mortgage Administrator, Ernest Grant Mortgages.

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5. Surecase analytics.

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Performance and efficiency. Don’t guess it. Measure it.  Our latest Surecase Analytics function is designed to give both individual advisers and network groups the critical data they need to make informed decisions around tactics and strategies.

With the ability to collect metrics on the four key application stages (Application, Offer, Terms, Paid) both advisers and administrators can run key analytics on daily, weekly and monthly performance levels.

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Why mortgage adviser efficiency matters more than ever – those direct lenders want you business.‍‍

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One final thought for every mortgage network group – with a market rich for picking those big money lenders could be after your business too.

With AI models, chat software and in-house legal teams, the big banks have got size, clout and scale to make significant inroads into intermediaries’ mortgage business.  We haven’t quite got a full measure of how AI and other technologies will affect the mortgage adviser industry, but with that forecast of a record year for intermediary business, banks are going to want a slice of the cake too, as this Mortgage Strategy article explains.

Don’t panic, they’ve not arrived yet – but they’re advancing over the hills in the distance. Forewarned is forearmed – and with Surecase on your side you really have got everything you need to stay ahead of the game.

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BOOK A DEMO FOR YOUR NETWORK TODAY

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Why not  book a free 45 min demo to see how we can bring economies of scale, and cost efficiencies to your network.

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“Surecase has been a game changer for me as a mortgage adviser, freeing up invaluable time that I can now dedicate to my clients. The platform is smart, professional and incredibly user-friendly for both advisers and clients”. Chris Clegg, Independent Mortgage & Protection Adviser

Surecase co-founder Simon Horsfall talks us through the key day-to-day workflow challenges of mortgage advisers, and shows us how the latest raft of features on the Surecase mortgage portal can help save you valuable time – hours and even days.

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First off, we know that the last 18 months have been a real toughie for the mortgage adviser industry. The ​​legacy of the Liz Truss budget of October 2022 resulted in a constant upward spiral of mortgage increases, leading to an ever-changing minefield of competing offers from mortgage lenders, before a series of downward readjustments in 2024.

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Keeping your cool in an ever-changing mortgage marketplace

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The net result has been a chaotic period, understatedly described as “challenging” by Bon Hunt from the Society of Mortgage Professionals in this article for FT Adviser.

And, arguably, we’re still not out of the woods, with fears of t a tariff-based “Trumpsession” placing another question mark over the prospect of any further falls in interest rates.

All of which makes the job of a mortgage adviser one where we all have to continually keep our eyes on the radar for ever changing offers from lenders, and the ongoing ebb and flow of buyer and seller confidence which, according to the latest Barclays Property Insights survey, is at a six month low.

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Optimise your workflow, minimise your admin time with these 5 simple hacks

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So, given the marketplace conditions that we’re all working in, and the pressures that mortgage advisers are under to remain FCA Compliant, here’s a run through of our Top 5 time saving hacks – each based on a specific feature of the Surecase mortgage adviser portal – and each designed to help you claw back valuable time and achieve that all-important work-life balance.

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1. Start as you mean to go on, with a strong mortgage-specific Fact Find.

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The fundamental cornerstone of every successful mortgage application is a Fact Find. But for too long, mortgage advisers have had to use generic financial services fact finding tools which don’t reflect the specific data collection needs essential for the questions that mortgage lenders will be asking you further down the line.

The Surecase Fact Find is a significant new feature which we believe is an absolute game changer for our industry because the entry fields are minimised to ensure you’re not wading through pages of unnecessary information. Also, we’ve created an additional ‘save and store’ feature which enables you to securely store your client’s information for future use on other mortgage applications.

Each of our Fact Finding features also play a key role helping you demonstrate due diligence around fully understanding your clients’ needs and circumstances – critical to demonstrating both compliance and Consumer Duty.

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2. Tackle that workflow with simple caseload notifications

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Juggling new business, compliance and the additional pressures of Consumer Duty bring so many additional layers to your daily workflow. And with so many lenders competing against each other on deals, we know how easy it is to feel overwhelmed.

The Surecase solution is the way our system highlights the caseloads that need your attention first. Plus, if your clients are active on the portal when you are, you can make immediate contact to attract their attention.

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‍3. Free up client-facing time by delegating essential admin 

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We all know they’re the unsung heroes of our industry, so with the Surecase organisational management system  you can empower your admin team to work on the back office progression of each case that you’re working on.

With varying levels of access, you remain in complete control of who sees what, freeing up valuable time for you to spend either face to face with clients or in developing your bank of new business.

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4. Document management, client portal and e-signature

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One of the key things that eats into your time is chasing clients for important documentation – and maintaining the flow of information from one party to the next.  It only takes a succession of delays and, before you know it, you’ve accumulated possibly a week in lost time over the lifetime of each case. This can have a significant impact on the entire property transaction.

With the Surecase Client Portal mortgage advisers can select the key documents they need from their clients and get them returned with speed where they’re subsequently encrypted and stored securely for both the lifetime of the case, and for any supporting evidence for compliance.

In addition, our new e-signature feature means that those critical authorisation milestones can now be fast-forwarded with compliant, digital authentication. Again, this can save both significant time at those vital crunch points in the progression of each case.

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5. Client communications – streamlined into one easily manageable format

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Staying in touch. It’s fundamental to maintaining the momentum of every client mortgage application. But it can become unwieldy and, sometimes, overwhelming. Emails, WhatsApp messages, texts, phone calls – even the occasional printed letter, all play their part in disrupting your workflow.

But being able to evidence the conversations and advice that go hand in hand with each mortgage recommendation are essential for compliance.

So, we created the Surecase Live Chat feature which enables you to have real-time secure conversations with your clients, with every conversation securely stored against all their supporting documentation. No more juggling a multitude of different conversations and wondering how to file them, either physically or digitally.

Old habits die hard, and we know ourselves how existing work patterns are sometimes difficult to break. This includes working with the industry-standard financial services platform Intelliflo .

So, one of our key development priorities was ensuring that Surecase would seamlessly interface with this platform – to counteract that potential trepidation around “making the leap” from one system to another.

In practice then, with our proven and tested IO integration you get all the benefits of Surecase within an established user framework. Therefore,  If you’re already an IO user, then Surecase’s seamless integration with IO makes using the portal an easy transition.

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Outstanding value for money – with no limits on user caseloads

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Surecase delivers optimum time saving gains when it’s put through its paces, and becomes a natural partner for every aspect of your mortgage adviser work.

So, we’ve created a £70pcm per user price point that, we believe, makes Surecase a really affordable, value-for-money investment – not least because there’s no up front admin or joining fees, and there’s no limit to the number of cases you can download or add to the portal.

Here’s what Surecase users are now saying: 

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“Surecase’s integration with Intelliflo is first class. It allows mortgage advisers to interact with a tool specifically designed for mortgages, with all the data being synced with the back office”. Mike Phillips, Head of ASHL.

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“Surecase is really useful, and makes processing/amending cases easier than it would have been if we were just using our back office CRM systems. I particularly prefer the adding and creating of actual mortgage cases which just synchronises to our back office with a single click”  Aidan – Ernest Grany Mortgages

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‍Discover the Surecase time-saving difference for yourself.  Simply click here to Book your 45 min demo today

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Simon Horsfall takes us through a whistle-stop tour of the latest mortgage industry trends, and reveals why Surecase continues to lead the way with a feature-packed mortgage adviser portal.

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In this blog we’ll show you how Surecase can make a real difference to your workflow and help you overcome some of the key challenges we all face in a rapidly moving mortgage industry marketplace, coupled with those increased demands of compliance. 

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With February half term already now behind us, somehow we’ve packed 6 working weeks of 2025 under our belts already. So how did that happen?

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Christmas will now seem like a distant memory, but have you actually taken control of the year, or has it taken control of you?

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Apart from developing a host of new features (more on those in a moment), we’ve also been looking at the financial/mortgage adviser trends to get a feel for what it feels like out there in the marketplace. Does it match our own experience? Very much so.

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Firstly, what is clearly evident is the significant impact that the demands of Consumer Duty is having on financial/mortgage advisers’ ability to balance client-facing time with compliance.

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Research conducted by Octopus Money and covered in an in-depth article in Financial Reporter revealed that in the 12 months since the introduction of Consumer Duty rules financial advisers are spending more time on paperwork which, in turn, is placing further pressure on profit margins.

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Although this survey looks at the wider financial services sector, rather than mortgage advisers specifically, what it does reveal is the significant additional time burden created by non-negotiable administration.

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In another insight, revealed on the mortgage adviser forum CHERRY , the impact of a succession of mortgage rate changes after the autumn 2023 budget became evident in the stress levels felt by many mortgage advisers. As Ben Perks, CEO of Orchard Financial Services. said:

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“As rates have risen, stress tests, affordability and various other criteria have become much more stringent. In addition to the complexities now faced by brokers trying to secure mortgages for clients, the conversations with borrowers have taken a turn for the worse.”

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But, despite admin pressures, there is growing optimism among mortgage advisers

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That said, research conducted by Investec Bank and reported by Mortgage Solutions found that 91% of mortgage brokers expect  business to increase in 2025, with only 8% expecting business levels to stay the same.

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As we reported in last month’s 2025 predictions blog, the year ahead will see the UK mortgage market bloom to £76bn worth of business, with interest rate drops leading to a flurry of new activity.

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Admin – the biggest day to day challenge for mortgage advisers. Time – our most valuable resource.

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Surecase is a mortgage adviser portal created by mortgage advisers for mortgage advisers. We created it because we wanted to claw back time that was eating into our 9-5 days and our weekends, as well as our holidays. It’s the access anywhere, game-changing mortgage adviser portal that puts you in control of your workflow by streamlining the entire mortgage application process.

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From client fact find and documentation retrieval to admin compliance and client communications, Surecase makes it easy to prioritise caseloads, and give key admin processing tasks to non advising members of your team.

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All documentation is securely stored for downloading at any time to support compliance and Consumer Duty evidence.

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And because we’ve now integrated the portal with the Intelliflo Office interface, it’s safe and easy to migrate all your existing client data over to Surecase. We can even help support you with this key changeover.

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Feb 2025  – a raft of new features that will help you work smarter, smoother and more efficiently 

We’re now working on a host of new features which, as they come on line in 2025, will really help you play your ‘A game’, and enable you to get on top of those time-consuming tasks. Tasks that not only take you away from client-facing meetings and business development, but have an impact on those all-important margins.

Here’s what’s coming soon at Surecase:

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Client facing fact find. 

The bedrock of every successful mortgage application is a detailed fact finding session that is mortgage specific. Not just a generic financial services fact find. Released this week, one of its key advantages is that it features only the fields that are relevant to your client and their mortgage – and it will be one that you can send to them to complete, saving you time to spend on responding with quality, Consumer Duty-compliant advice.

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Certified digital signatures.

E-signatures are a common feature on many legal/financial services portals, but ensuring they are certified and compliant is critical to the integrity of the progression of each case. This is now one of our latest features designed to speed up the application process.

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Document re-use.  

In a fast moving market with ever-changing mortgage rates and competing offers, the last thing any mortgage adviser wants is to go back to Square 1 on documentation. This new feature now enables mortgage advisers to prepare cases before speaking to clients, giving them a clear audit of each case and notification of any changes in advice given throughout the transaction. With all your documentation securely stored, this feature also stops the advisor from having to ask clients for documents they have already provided, such as ID and bank accounts.

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Client activity alert.

Introduced towards the end of last year, this new feature enables you to make immediate contact with a client when you can see that they’re active on the portal – another great way to maintain client contact momentum and catch them at a moment when you have their attention.  As with all client comms, Surecase streamlines all your client comms into a single funnel for smooth and efficient organisation.

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‍IO integration – further enhancements.  

Linking Surecase up to the Intelliflo Office (IO) interface, was always one of the biggest industry collabs that we needed to secure. IO integration has been a key feature for over a year now and creates a seamless user experience with our portal.  Importantly, it now allows data to be transferred from Surecase to IO accurately and quickly, making it much easier to remain compliant and freeing up time to spend on important client appointments.  Mortgage advisers can now add clients, plans, documents and the vast majority of the Surecase fact find, allowing a huge time saving and avoidance of re-keying in data.

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“2025 will be an important year for the mortgage industry. The market is growing and there are signs of increased buyer confidence, coupled with more activity from mortgage lenders.

‍So we see 2025 as an important year for Surecase too when our range of new features will give mortgage advisers the technology to optimise their business development pipelines while keeping on top of all that non-negotiable admin and compliance.

‍The best way to see how we can revolutionise the way you work is to invest in a FREE 45 minute demo. It could be the best 45 mins you spend this year”

‍Simon Horsfall

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Experience the time saving difference for yourself – with a Surecase demo. Simply click here to book.