Let your clients be the centre of your

Client Management System

We have designed a mortgage and insurance platform with the client at the centre of the workflow, giving you a complete overview of their situation and portfolio.

Book a Demo 30-Days FREE Trial
Mortgage broker CRM

Why Choose Us?

Our CRM is built for ease of use

Our platform has been designed by brokers for brokers and built by software engineers with experience in the mortgage world. We understand what is needed and what works.

Client and introducer

Customer portals

  • A fully collaborative client portal allows your clients to fill out a straightforward interactive fact-find, upload their documents, e-sign documents, track their applications and much more
  • Through their introducer portal, your business partners can send you leads, track application status, manage payments, run reports and much more
Book a Demo
Introducer portal
Personalised mailshots



Create dynamic email templates to automate your communication flow:

  • Automated updates – keep your clients in the loop regarding their application and your introducer regarding their referral
  • Business retention – never miss a remortgage opportunity again with scheduled remortgage reminders
  • Marketing emails – set up one-off or recurring mailshots based on the occasion
Book a Demo

Generate and e-Sign


  • Generate documents from fully customisable templates, and at the click of a button, send your client a mailshot requesting their e-signature.
  • Within their portal, your clients can review and e-sign documents. You'll receive a notification and instant access to the signed document.
  • Simple, secure, fast online process – for free!
Book a Demo
Generate documents
Business reporting



  • Business reports - Flexible data analysis allows you to select criteria like 'date range' and produce detailed business reports. For example, written business per advisor this month, completed life insurance cases during a period or outstanding payments to introducers.
  • FCA reports - The bi-annual task of reporting on business volumes based on set parameters is now quick and easy with just a click of a button.
Book a Demo

3rd party


  • MortgageBrain Anywhere and L&G Ignite for mortgage sourcing, criteria and affordability checks
  • Uinsure for GI and UnderwriteMe for personal insurance sourcing and application
  • Checkmyfile affiliate link for credit report access
  • Office365 Outlook and Gmail for sending customised, automated emails
Book a Demo
3rd party integrations


What people are saying about our CRM

Client Image

Agnes Siry

Mortgage and Insurance Broker

Finally, a perfect CRM system for brokers. It has a user-friendly dashboard and an easy to navigate website. I like how I can easily track and store information related to my clients. Since using this new system, I've reduced my administrative work hours and been able to focus more on my actual job.

I am so thankful to find this website and I highly recommend it!

Client Image

Ken James

Mortgage and Insurance Broker

Since I went Directly Authorised a few years ago, I have struggled to find a CRM that helps me not only collate client data but also helps me to collect the information required to complete my FCA obligations when reporting.

Client Tree is not only an easy system to get used to but also gives me access to all the information I need to complete the reporting that I have to do. I would spend stressful Days putting this all together, now this has become so much quicker. Money well spent in my opinion.

Client Image

Amber Thornton

Mortgage and Insurance Broker

I wanted to write to tell you just how much I appreciate ClientTree.

I’m young enough to appreciate technology and how it can benefit my work, and old enough not to have been born with a computer in my hand. I've found ClientTree to be really quite intuitive to use and I love that I can send the client a link to the factfind and for document upload, so everything is together in the same place.

This system shows how those working at the coalface make the best tools.

Client Image

Anthony Guardascione

Portal user

The portal is a breeze to navigate. Everything was nicely laid out and once we added our information/details, it’s easy to go back and check with a few clicks. It streamlines the entire back-and-forth process of needing to email documents or answer questions between ourselves and our broker, simplifying the process!

Once our information is on the portal, it’s there for future mortgages with only a few clicks to add or edit our circumstances. So it’s a timesaver too.

Client Image

Simon Gray

Portal user

My experience of working with Client Tree is very positive, the front-end user interface is simple and easy to use with logical workflows and functionality.

The system is clearly well designed and is bespoke. My experience of using the system for the first time is very positive and enables a seamless mortgage application.

Get Started with ClientTree

Take advantage of our 30-day free trial.

Book a Demo

Have a question?

Frequently Asked Questions

Yes – We have developed our platform specifically for UK mortgage and insurance brokers, taking into account UK mortgage lender and insurance provider requirements as well as broker feedback. Our CRM will allow you to generate just the right business reports and FCA reports to help with your business admin.
Yes – It is a two-way collaborative portal, where initial fact-finding and later changes can be managed with ease. Clients and brokers can also share documents securely, track application progress and enable convenient access to the client’s credit report.
Yes - Your business partners can refer clients, track application status, keep track of payments, run reports and much more.
Absolutely – We offer a 30-day free trial period.
Yes – We built our CRM software using secure technologies that power the likes of NASA, YouTube and Instagram. We store the data in EU-based secure data centres that are also trusted by government agencies.

Yes, we are.

  • MortgageBrain Anywhere for mortgage sourcing
  • L&G Ignite for mortgage sourcing, criteria and affordability checks
  • Uinsure for GI sourcing and application
  • UnderwriteMe for personal insurance sourcing and application
  • Checkmyfile affiliate link for credit report access that earns you money 
  • Office365 Outlook and Gmail for sending customised, automated emails

More integrations coming up soon...