An adviser’s solid foundation.
Our platform is a specialist toolset for UK mortgage advisers - including criteria lookup, calculators, a CRM system and more. All fully customisable under one unified login.
- Trusted by advisers across the UK
- FCA-aligned
- Consumer Duty by default
What is BrokerBricks?
BrokerBricks is a suite of essential tools for UK mortgage advisers. It’s everything an adviser needs to provide a 5-star service to their clients, in one unified, fully-customisable package.
Our platform was made to be built on and is modular in nature. Each tool comes in the form of a Brick and you can pick and choose the ones you need to build your solid foundation.
The first Brick in your advisory wall is a criteria look-up tool that lets you cross-reference information from 100+ mortgage lenders in seconds and match a client’s case against the whole market. You can add other Bricks to your foundation when you need them.
Work email
j.hale@harwoodvale.co.uk
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The building blocks of your success
There are two types of Brick: Tools and Products. Our Criteria Brick belongs to the tools category and is the cornerstone of your BrokerBricks setup.
It is available now alongside Protection Criteria, Calculators and one Brick from the Product family: our CRM, a customer relationship management system built for mortgage brokers, by mortgage brokers.
Affordability, Sourcing and six more Bricks are coming soon.
Pick your Bricks · add more anytime
Why choose BrokerBricks?
As mortgage brokers ourselves, we were aware of the limitations and frustrations of existing adviser tools, so we built a platform that’s completely free of them, one Brick at a time.
The biggest issue advisers face in this area is having to juggle five different tech tools to meet their customers’ needs, none of which talk to each other.
Hours are lost and details can fall between the cracks when brokers have to switch between platforms, enter multiple logins and copy and paste information between them - but with BrokerBricks’ unified, customisable approach, these problems are things of the past.
- Save time per case
- One login. No copy-pasting client data between five systems, and you get results that surface what matters, faster.
- Criteria sourcing in one place
- Our criteria-lookup tool sits under the same login as the rest of your toolkit, so there is one less system to juggle.
- Better-informed decisions
- Policy, affordability and community-lived experience in the same place. Less guesswork, fewer missed options.
- Compliance, minus the legwork
- Consumer Duty evidence generated as a by-product of doing the work, not a Friday-afternoon scramble.
- A toolset that grows with you
- Start with Criteria. Add Protection Criteria, Calculators, CRM as needed, and more Bricks as they arrive. No new logins, no retraining.
FAQs
- Who is BrokerBricks for?
- Our platform is custom-built for UK mortgage advisers and the firms that employ them, as well as compliance professionals, lender BDMs and mortgage clubs. BrokerBricks is designed around the adviser or firm’s daily workflow, not consumer audiences.
- How does licensing work?
- Each Brick is licensed individually, so you only take on what you or your firm uses. Request access and we’ll talk you through the options.
- When does the Criteria Brick launch?
- Criteria is live, alongside Protection Criteria, Calculators and CRM. Affordability, Sourcing and six more tools are coming soon. You can cherrypick the ones you want and build a customised toolset.
- Do I need to retrain my team?
- No. Every Brick shares the same UI conventions, the same login, and the same admin surface. Learn how to use one, and you have mastered them all.
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Start using the Criteria Brick today.
Request access and you’ll hear back within one working day. No card required, no commitment.