Adviser IQ
Adviser IQ is the product our own company is built on: a CRM for UK mortgage and protection brokers that automates the administrative work — suitability letters, lender matching, compliance trails — so advisers can spend their time with clients.
60+UK firms using it
£600mPipeline managed
2,000+Suitability letters written
What they needed
Explain a genuinely complex product to a sceptical, time-poor audience, and make booking a demo the obvious next step from anywhere on the site.
What we built
- A visual pipeline from enquiry through DIP and offer to completion
- AI-drafted, FCA-compliant suitability letters in minutes rather than hours
- Whole-of-market lender matching across 23+ lenders
- Consumer Duty, AML and vulnerability checks with a timestamped audit trail
- A client portal for digital fact-finds and document upload
- Integrations with Mortgage Brain, Microsoft 365, Google Workspace, Xero and GoCardless
Next projectClements Financial
Tell us what you do.
We'll tell you what it costs.
A free, no-obligation quote — usually back with you the same day.