Simple Pricing, Feature Rich, Unlimited Data

Absolute Value

With straightforward pricing that fits within your budget, ClientTree offers excellent value for money. No hidden extras, just transparent pricing.

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About us

Our Pricing Plan

£45 + VAT per user per month on a rolling contract basis



Features Included
CRM system
Mortgages
Bridging finance
General insurance
Personal insurance
Client portal
Introducer portal
Data storage Unlimited*
Document storage Unlimited*
Import of existing data
Automated mailshots
E-signature Free
Document templates
Business reports
FCA reports
Access control to clients and features
Case snapshots for compliance
MortgageBrain integration Subject to MortgageBrain licence fee
L&G Ignite integration Free
Uinsure GI integration Free
UnderwriteMe personal insurance integration Free
Checkmyfile affiliate link
Calculators
Setup and onboarding training
Guide notes
On-going support via email, text and phone
Minimum contract 1 Month
*Subject to fair usage policy Book a Demo

Testimonials

What people are saying about our CRM



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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!

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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.

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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.

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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.

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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.

We Make Client Management Clean, Simple and Affordable

Take advantage of our 30-day free trial.

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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...