Freedom251 › Mortgage CRM Software
Mortgage Ready
What Mortgage Ready is
Mortgage Ready is a web CRM for UK mortgage brokers and firms. It tracks cases through enquiry, fact find, DIP, application, offer and completion, with tasks, notes, reminders and activity logs. Clients can check case status, upload documents, complete fact finds and message the firm through a branded portal. Document tools include one-click requests, access controls, file version history and an audit trail. Mobile-friendly mortgage and protection fact find templates save progress and export to PDF. Teams can set role permissions, assign tasks by stage and use introducer portals and notifications. Firms can collect leads through embedded forms, attribute them to introducers or campaigns, and assign them to advisers. CSV import for contacts and cases is supported; the Firm plan lists SSO for Google Workspace and Microsoft 365. Pricing is £39 a month for Growing Team, £49 a month for Sole Adviser, and £69 a month for Firm with volume pricing on request; VAT is excluded. All plans offer a 15-day trial without a card. The software is not a broker or FCA-authorised in its own right; firms remain responsible for FCA compliance.
Who it suits
It suits UK mortgage firms that want case tracking, client document collection and team workflows in one web CRM. The plans cover solo advisers through firms with at least five advisers.
What it does well
- Clients can check case status and upload documents in a portal.
- Case pipeline covers enquiry through completion.
- Fact find templates save progress and export to PDF.
- Data can be exported at any time.
What to know first
- No free plan; paid plans exclude VAT.
- Firm pricing uses volume pricing on request.
- Firms remain responsible for FCA compliance.
- Cancelled-customer data is deleted after 30 days.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Growing Team | billed monthly; VAT excluded · Minimum 2 advisers · unlimited admin and introducer users · priority email and chat support | £39 a month |
| Sole Adviser | billed monthly; VAT exclusive · 1 adviser seat · unlimited mortgage & protection cases · email support | £49 a month |
| Firm | volume pricing on request; prices exclude VAT · Minimum 5 advisers · SSO · API access · named account manager | £69 a month |
As mortgage-ready.uk lists them, read 10 Oct 2026. The maker's own page has the final word.
Verdict
Mortgage Ready combines case management, client access, document controls and lead intake for mortgage firms. Check adviser minimums and VAT-excluded pricing, and remember that FCA compliance remains the firm’s responsibility.
Facts from Mortgage Ready's own pages
- Case management
- Its pipeline covers enquiry, fact find, DIP, application, offer and completion, with tasks, notes, reminders and activity logs. · mortgage-ready.uk, 10 Oct 2026
- Client portal
- Clients can view case status, upload documents, complete fact finds and message the firm through a branded portal. · mortgage-ready.uk, 10 Oct 2026
- Compliance limit
- Mortgage Ready says it is software, not a broker, and is not FCA-authorised in its own right; firms remain responsible for their FCA compliance. · mortgage-ready.uk, 10 Oct 2026
- Data portability
- The pricing page says customers can export their data at any time and request deletion; after cancellation, data is retained for 30 days before deletion. · mortgage-ready.uk, 10 Oct 2026
- Documents
- The document tools include one-click requests, access controls, file version history and an audit trail. · mortgage-ready.uk, 10 Oct 2026
- Fact find
- Mortgage and protection fact find templates are mobile-friendly, save client progress and export to PDF. · mortgage-ready.uk, 10 Oct 2026
- Integrations
- The Firm plan lists SSO for Google Workspace and Microsoft 365; the pricing FAQ says CSV import for contacts and cases is supported. · mortgage-ready.uk, 10 Oct 2026
- Lead intake
- Firms can embed lead forms on their websites, attribute enquiries to introducers or campaigns, and assign leads to advisers. · mortgage-ready.uk, 10 Oct 2026
- Product
- Mortgage Ready describes itself as a CRM built for UK mortgage brokers and firms. · mortgage-ready.uk, 10 Oct 2026
- Security and compliance
- The maker says data is hosted in UK/EU data centres, encrypted at rest and in transit, and that the service is UK GDPR compliant by design. · mortgage-ready.uk, 10 Oct 2026
- Support
- The pricing page lists email support on Sole Adviser, priority email and chat on Growing Team, and a named account manager on Firm. · mortgage-ready.uk, 10 Oct 2026
- Team workflow
- Role-based permissions, stage-based task assignment, introducer portals and email and in-app notifications are listed features. · mortgage-ready.uk, 10 Oct 2026
- Trial
- Every plan has a 15-day trial with no card required; the maker says the trial includes the full Growing Team feature set. · mortgage-ready.uk, 10 Oct 2026
Where Mortgage Ready stands on Freedom251
- Mortgage CRM Software#18 of 29