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.
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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.
We designed a system that allows you to understand your client's situation, needs and expectations at a glance. A complete shift from a rigid "A case has applicants" to a more realistic "My clients have transactions".
A simple, clean layout lets you quickly set up a client and take notes. Your client fills out an interactive fact-find via their portal, uploads and e-signs any relevant documents. A colour-coded form lets you review their changes and move on to sourcing.
With so many features built in to reduce your admin, you can automate steps, eliminate re-keying and generate reports with a few clicks. Our flexible permission scheme lets you control staff access to clients and features with a tick.
No gimmicks pricing: no setup/onboarding fee, no storage fee, no fee for customisation, no percentage of income - just a simple monthly licence fee. We dont't tie you up to long contracts, and we offer a 30-day free trial.
Create dynamic email templates to automate your communication flow:
What people are saying about our CRM
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!
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.
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.
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.
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.
Yes, we are.
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