Systemise. Automate. Grow. See how the Growster System works
Built specifically for UK mortgage brokers
Move cases forward without the chasing, spreadsheets and constant “any update?” calls.
A fully implemented mortgage CRM and client-progression system that organises the journey from first enquiry through application, offer, completion and long-term retention, with routine communication and follow-up built around the UK mortgage process.
●... UK mortgage workflow... ● ...Done-for-you implementation... ●... Client communication built in
● ...Ongoing support
Why generic CRMs fail mortgage teams
Mortgage cases do not move in a straight line, and your CRM should know that.
A mortgage file can involve joint applicants, introducers, lenders, documents, AIPs, offers, completion dates and years of future retention.
Advisers waste time checking where each case has reached.
Admins repeatedly chase the same documents and updates.
Clients call because they do not know what is happening.
Completed clients disappear until their next mortgage is already due.
Built from real mortgage-business experience
Structured around the way a successful brokerage operates.
Specialist mortgage operations
This is not a generic CRM with “mortgage” added to the label.
Paul Flavin spent two decades in the mortgage industry, built and scaled mortgage and financial-services businesses and sold three companies during his career.
The system is shaped around the operational discipline required to move cases consistently, communicate clearly and retain clients beyond completion. The customer journey is built around the real UK mortgage lifecycle.
One system means better handover
One structured journey from new enquiry to future remortgage.
01
Lead capture
Website, ads, referrals or partner enquiries enter one organised record.
02
Mortgage intake
Collect the core information needed before advice begins.
03
Instant follow-up
Acknowledge the enquiry and keep the prospect warm.
04
Strategy call booking
Make appointment booking and confirmation consistent.
05
Pre-call qualification
Gather useful context before adviser time is used.
06
No-show recovery
Prompt prospects to rebook automatically
07
Post-call follow-up
Send next steps and requirements immediately after the conversation.
08
Document collection
Issue clear requests and repeat reminders until documents arrive.
09
Advice & research
Keep the client informed while work progresses.
10
AIP workflow
Track and communicate the Agreement in Principle stage.
11
Application submitted
Set expectations and keep the client updated during underwriting.
12
Offer issued
Send congratulations and prepare for completion.
13
Completion & retention
Confirm completion, request reviews and encourage referrals
.
14
Long-term nurture
Stay in touch ahead of the next mortgage event.
What the system takes off your team
More consistent client progression. Less manual chasing.
Document chasing
Regular prompts keep document requests moving without an admin repeatedly sending the same reminder.
Milestone communication
Clients receive timely updates as their case moves through agreed stages, reducing unnecessary status calls.
Adviser and admin prompts
Internal tasks and reminders help the right person know what needs attention next.
Booking and no-show follow-up
Appointments, reminders and rebooking journeys reduce manual diary chasing.
Nurture for “not yet” leads
Interested prospects can stay in a structured long-term follow-up journey.
Post-completion retention
Completed clients can enter planned review, referral and future remortgage communication.
Visibility for owners, advisers and admin
See what is moving, what is stuck and where the next opportunity sits.
A clear dashboard and structured pipelines give the team one view of leads, bookings, active cases and conversions without asking
everyone for separate spreadsheets or updates.
Leads
Lead and booking visibility
Pipelines
Mortgage and remortgage stages
Attendance
Show and no-show tracking
Conversion
Stage conversion tracking
Sources
Lead source reporting where configured
Package options
Choose the level of systemisation your brokerage needs.
Done-for-you implementation and support
We install the system around your brokerage. You do not build it yourself.
Pipeline and workflow installation.
Business branding and core configuration.
Calendar, email and domain setup where included.
Standard client message adaptation around your business.
Testing, team walkthrough and ongoing support options.
Frequently asked questions
Mortgage CRM questions
Is this a generic CRM template?
No. Pipelines, stages, communication and follow-up are built specifically around the UK mortgage client journey.
Can the messaging be changed to our brand?
Yes. Standard communication can be adapted to your company name, tone and agreed client journey as part of implementation.
Does it replace our advice or sourcing systems?
No. The product manages customer progression, communication, follow-up and operational visibility. Specialist advice, sourcing and lender systems remain separate where required.
Can we customise the stages?
Yes. The standard structure provides a proven starting point, and additional customisation can be scoped around your brokerage where needed.
What happens after completion?
The system can trigger review, referral and long-term nurture journeys so the relationship continues beyond the transaction.
Clear process, better control
Ready to run your brokerage with a clear process behind every case?
A practical growth and automation partner for sole traders and local service businesses that want a clearer customer journey.
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