Mortgage Broker Software You Describe Instead of Buy: Portals, CRMs and Case Trackers
Mythex lets a mortgage brokerage build its own website, a secure portal where clients upload payslips and bank statements, and a case tracker that shows every application from fact-find to completion. You describe how your cases move in chat, check it in the live preview, and publish when compliance is happy with the wording.
Where a brokerage loses its afternoons
A case can sit with a lender underwriter, a valuer and a conveyancer at the same time, and the client only knows that nothing has happened since Tuesday. So they ring. The estate agent who introduced them rings too. Documents arrive as phone photos in three different emails, one of them missing the second page of a bank statement. Meanwhile the lender portals each show their own slice of the picture and none of them talk to each other. The cases that completed two years ago, with fixed rates ending soon, are buried in a spreadsheet nobody filters. What the office needs is one view of every case and its next step, a safe place for documents, and a list of expiries that turns past clients into new work.
- Every case with lender, loan amount, adviser and current stage
- Document requests that show what is still outstanding
- A status clients and introducers can check without phoning
- Fixed-rate expiry dates kept on every completed case
- Client fees and lender procuration fees recorded separately
- Protection needs noted alongside the mortgage
What you can build for mortgage brokerages
A portal that answers 'where are we?' before they ask
Each client logs in to see the stage of their application, the date it moved there and what is needed from them next. They upload ID, payslips, P60s and bank statements against a checklist, so a missing page is obvious. Messages to the adviser sit in the case rather than a personal inbox. Joint applicants share one case with both names on it.
Build a client portal for my mortgage brokerage. Each client logs in and sees their case stage from enquiry to completion, a checklist of documents to upload like ID, payslips and bank statements, and messages with their adviser. Joint applicants share a case. Uploaded files are private to that case and the adviser.
A case CRM with the rate expiry on every file
Cases carry the lender, product, loan amount, LTV, adviser, introducer and stage. When a case completes, the fixed-rate end date is saved with it, and a list of clients whose deals end in the next six months becomes the week's remortgage calls. Protection cover is tracked on the same client so it is not forgotten after the mortgage.
Create a CRM for a mortgage brokerage. Store clients, cases with lender, product, loan amount, LTV, adviser and introducer, and a stage from fact-find to completion. Save the fixed-rate end date at completion and show a list of clients whose rate ends in the next 6 months. Track protection policies per client.
A website that explains how you are paid
Separate pages for first-time buyers, remortgages, buy-to-let and protection, each with the questions those clients actually ask. A plain section on fees and lender commission, the regulatory wording your regulator requires, and an enquiry form that asks for the purchase timeline and whether income is employed or self-employed.
Make a website for a mortgage brokerage with pages for first-time buyers, remortgages, buy-to-let and protection, a clear page on how we are paid, a place for our regulatory disclosure text, and an enquiry form asking for timeline, property price, deposit and employment type.
Consultations that arrive with the documents
Clients choose an initial call, a video fact-find or an office meeting, answer a few questions about where they are in the purchase, and get a document checklist in the confirmation email. The adviser sees the answers before the call starts.
Build a booking page for mortgage consultations with phone, video and in-person options. Ask whether they have found a property, the rough price and their income type, and send a document checklist with the confirmation email.
Broker fees and proc fees on separate lines
Charge the client fee at the stage you agreed, such as on application or on offer, and record the lender's procuration fee as expected and received. Introducer payments sit on the case too, so reconciliation against lender statements takes minutes.
Make an invoicing app for a mortgage brokerage. Client fees are invoiced at a chosen stage like application or offer. Lender commission is recorded per case as expected and received. Track introducer payments and show unpaid fees and unreceived commission.
Lender turnaround, month by month
Log submission and offer dates and the dashboard shows which lenders are taking eight days and which are taking twenty-eight. Add cases by adviser and stage, leads by source and expected income for the quarter.
Build a dashboard for a mortgage brokerage showing cases by stage and adviser, average days from submission to offer by lender and month, leads by source with conversion, and expected fees and commission this quarter.
From the case spreadsheet to a shared view
Most brokerages start with a spreadsheet: one row per case, a stage column and colour coding only one person understands. Export it as a CSV and ask Mythex to import it into the new CRM, mapping your columns to case fields. Keep the stage names you already use so advisers do not have to relearn them. Then add the client portal on top of the same data, so a stage change in the office is what the client sees.
- Import existing cases from a CSV
- Keep your own stage names
- One record feeds the CRM, portal and dashboard
Documents, disclosures and compliance
Payslips, bank statements and ID are sensitive financial data. Ask for login, per-case access and private file storage, and check the data protection rules where you operate. Mythex does not write your regulatory disclosures; paste the wording your compliance team or network has approved, and have them review the site before it goes live.
Questions
Can clients upload their mortgage documents securely?
Yes. Ask for client login and private storage per case, so only that client and their adviser can open the files. Check the data protection rules that apply where you operate before you go live.
Can estate agents see the progress of cases they introduced?
Yes. Ask for an introducer login that shows only their cases and the current stage, without the client's financial documents.
Can it connect to lender portals or sourcing systems?
Mythex builds the app around your own data. If a lender or sourcing tool offers an API you have access to, you can ask for a connection with your own keys; otherwise advisers update the stage by hand.
Do I need a developer?
No. You describe what you want in plain language and change it by chatting. The code is there if your IT person wants to look at it.
Is it free to try?
Yes. The Free plan needs no card and lets you build and publish. Pro is $25 a month and adds a custom domain, code editing, export and more credits.
By kind of app
- AI website builder for every kind of business
- AI landing page builder for every kind of business
- AI booking system builder for every kind of business
- AI client portal builder for every kind of business
- AI crm builder for every kind of business
- AI online store builder for every kind of business
- AI invoicing app builder for every kind of business
- AI dashboard builder for every kind of business
- AI inventory management app builder for every kind of business
- AI staff scheduling app builder for every kind of business
- AI directory website builder for every kind of business
- AI course platform builder for every kind of business