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Yesterday, 12.12 am Right now a mortgage is one product with one end date. You can log the parts as separate mortgages against the client so both expiries hit your rate expiry radar, but they read as two mortgages rather than one account with two parts. You make a valid point though, and I will have a look at what we ...
Yesterday, 11.54 pm Does it support logging and documenting multi product mortgages with multiple end dates?  Seems to be something the industry has collectively decided doesn't really matter when developing crm features 
Yesterday, 11.01 pm We have developed a CRM, which is doing very well; however, in order for us to continue to grow, I'd like to understand what systems people are using at the moment, the issues you are having, what works well with your system and what you wished it would do. We are consistently trying to make ch...
Yesterday, 10.53 pm If you are directly authorised and have the freedom to check different systems, check out Adviser IQ. They're just partnered with L&G Ignite. 
Yesterday, 6.07 pm It is but now with AI functionality to guide you to the right solution. 
Yesterday, 5.40 pm Is this a rebranded Hhinsure? 
Yesterday, 5.35 pm You are quite correct - god knows what happened there (it did 'whir' for a long time - will try again.
Yesterday, 5.18 pm Try Formstart.com  
Yesterday, 4.54 pm Not me you haven't 
Yesterday, 3.44 pm I've PM'd you

Latest from the Provider/Adviser forums

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Yesterday, 4.34 pm The Lloyds House Price Index for August 2026 will be issued via press release at 0700 hrs on Monday 7th September 2026.
Yesterday, 11.11 am Please note, we have been made aware of planned system maintenance between 6:00am and 19:00pm on Saturday 5th September, where the Broker platform may not be available. To secure existing product codes, please submit applications in full by midnight, Sunday 6th September. Click here to view the up...
Yesterday, 10.16 am With effect from Monday 7th September, we’ll be making a number of increases across our Residential and Buy to Let mortgage rates. Please note, if an application is no longer proceeding, you can use the ‘Cancel’ button on your broker dashboard to cancel the case. Click here to vi...
Yesterday, 9.41 am Richard Pike, sales and marketing director at Phoebus Software: "This is a tough time for the UK housebuilding sector, and today's figures are a reminder of just how tough. Builders are being squeezed from both sides – costs continuing to rise, while demand is stifled by affordability constra...
Yesterday, 8.56 am Hampshire Trust Bank (HTB) has appointed Dan Fyffe as Lending Director within its Development Finance team, where he will support brokers and SME developers across the South. Reporting to Rob Syrett, Head of Originations, Development Finance, Fyffe brings more than 20 years of banking experience to...
Yesterday, 7.00 am Hope Capital Property Finance has unveiled its new 10,000 sq. ft. headquarters at Alaska House in Liverpool, following a significant financial investment in its future. Established in 2011 from a 900 sq. ft. office, the business has grown significantly while remaining firmly rooted in the local are...
Thursday, 2.26 pm We wanted to let you know that we’re making the following changes on Friday 4 September. Purchase 2 year tracker rates will be increased by 0.10% 2 year fixed rates will be increased by 0.30% 5 year fixed rates will be increased by 0.30% 10 year fixed rates will be increased by 0.15% ...
Thursday, 11.06 am Mortgage Advisers Wanted — Build a Business That's Actually Yours Not every mortgage adviser wants the same thing from their network. So we didn't build one template. Whether you're employed and weighing up the move, self-employed and reviewing where you are, or somewhere in betw...
Thursday, 10.50 am Maximum age at application for first-time landlords will be increased to 75 years old, up to 70% LTV Landlords can now have a maximum total borrowing with the Nationwide Group of £10m The Mortgage Works now accepts applications that involve the purchase of an existing buy-to-let property f...
Thursday, 10.48 am OneView brings adviser and firm information into one platform, supporting advisers and principals in how they run and grow their businesses The JammJar partnership will add AI-led case insight, helping advisers spend more time with clients and less time navigating process 3rd September 2026 &n...

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