Who it is for

Mortgage and finance brokers, and other regulated intermediaries who must evidence what they did and when.

The problem

General CRMs model a sales pipeline. A regulated broker also has to evidence advice, disclosure and consent, so the compliance work ends up in spreadsheets alongside the CRM rather than inside it.

What we built

A pipeline built around the broker's actual obligations, with the record-keeping as part of the workflow rather than a separate exercise.

What it takes from the platform

Identity and billing from the platform. It runs its own document and communication history, because a broker's file has to be defensible on its own terms.

Visit CRMandGo →