CRM for Mortgage Advisors: Built by Someone Who's Been There

I used to be a mortgage advisor. CeMAP qualified, slogging through late-night emails, chasing bank statements, keeping tabs on deals with more sticky notes than I care to admit. 

I've also worked as a marketing manager for a mortgage advice firm - which means I've sat on both sides of the desk. I know what it's like to be under pressure to generate leads, and I know what it's like to be too busy to follow up on them properly. 

That's why I started at Flowbird - to help advisor firms get their systems sorted. Not with bloated enterprise platforms or one-size-fits-all software. Just solid CRM setups designed around how advisors actually work. 

The daily grind - and why it doesn't need to be this hard

Most mortgage advisors are juggling way too much.

• New leads come in from all directions (website, Facebook, WhatsApp... even referrals via text)
• You've got pipeline cases that need chasing, DIPs that need nudging, and clients who disappear the second you say "ID docs"
• Your admin is either in your head, in a spreadsheet, or scattered across five different platforms
• The same tasks get repeated over and over, and stuff still slips through the cracks

It's not about being disorganised - it's just the reality of the job.

But here's the thing: if your systems are adding to the chaos instead of cutting through it, something needs to change. 

What a decent CRM can actually do for you

Forget the generic CRM buzzwords. Here's what we actually set up for mortgage and protection firms:

• Pipeline tracking - Custom stages like Enquiry, DIP, Application, Exchanged, Offered, Completed
• Task reminders - Never forget a remortgage, to chase a lender or send that follow-up
• Pre-written email templates - One click 'next steps', document requests, or re-engagement nudges

• Mobile access - Update your cases from your phone between client calls
• Lead source reporting - See what's working (and what's wasting your time)
• Compliance reminders - Keep on top of ID, proofs, and key docs
• Optimal nurture sequences - If you want marketing automation, we can build it in - or leave it off

You can also export your data whenever you need it. No getting trapped. No surprises.

What kind of results can you expect?

Here's what we've delivered for other mortgage firms: 

• One advisor team saved over 5 hours a week by automating their follow-ups and building a tidy pipeline 

"Moving from spreadsheets to CRM completely changed the way we do business. It was like the fog had lifted and we could finally see what we were doing".

- Advisor, Kent

• Another firm replaced six different tools with one central CRM - now everything from lead to completion is tracked in one place
• We helped a solo advisor stop things slipping through the net, setting up alerts and reminders that catch what used to be forgotten

These aren't wild, flashy results - just practical, daily improvements that make your life a hell of a lot easier. 

Why Flowbird? And why me? 

Because I speak your language.

I know what an illustration is. I know what it's like when the lender portal times out again. I know how annoying it is when you send a client your document checklist and they reply with a selfie and no payslips. 

And more importantly - I know how much smoother things can run with the right systems in place. 

That's what we do at Flowbird. We're UK-based, we don't hard sell, and we've got a solid track record setting up CRM for firms just like yours. My colleague Priya is usually the first person you'll speak to - she'll get you booked in, and then you'll chat to me directly if it sounds like a good fit. 

Want to see what's possible?

If you're still relying on spreadsheets, email folders, or a CRM that makes you want to launch your laptop out the window - let's talk. 

• No pressure
• No jargon
• Just a short discovery call with someone who actually gets it

👉 Book a quick chat with me here