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BrokerBricks

CRM

For firms that want one environment end-to-end. CRM is a full broker-CRM with case management, client portal, lead handling, document storage, and Consumer Duty workflows. Bricks plug in natively.

What is the CRM Brick?

The CRM Brick is one of our Bricks that can be used alongside our other tools, such as the Criteria Brick.

It is a customer relationship management system built specifically for mortgage advisers, by mortgage advisers. You can use it to keep track of your leads, document your fact finds, case management, admin, reports, tasks, compliance and more, all in one place.

More specifically, our CRM can provide mortgage brokers with…

  • Suitability reports in under five minutes
  • Built-in mortgage sourcing tools
  • Text messages and emails to clients simultaneously
  • Integrated mortgage calculators
  • Everything you need on one centralised system
  • All of your lead and case information at the click of a button
  • KPI and sales report tracking

About our CRM system

Although BrokerBricks is the new financial services tech-stack on the block, our CRM system has plenty of history behind it. The application began life more than 10 years ago.

Our parent company, mortgage brokerage Echo Finance, had been using existing CRM systems for around three years, but found them lacking. So we set out to develop one of our own, a bespoke solution built from the ground up for mortgage advisers.

The service began life as CRM in 2017 and has been the system of choice for our advisers ever since. It has stood the test of time and evolved in line with the changing needs of modern mortgage brokers, adding features like task and lead management over time.

Now part of the BrokerBricks family, our CRM can now be used in conjunction with our Criteria, Protection Criteria, Calculators and other Bricks as part of a complete toolkit for advisers.

Why use our CRM?

Our CRM Brick was built by mortgage brokers with the needs of the modern adviser in mind. It is a complete customer relationship management system, but that’s not all.

Since launching as CRM all those years ago, the system has undergone almost a decade’s worth of improvements and now includes features such as lead management, task management and solutions for all of your reporting needs. It’s more than just a CRM.

Here are just some of the reasons why brokers love our CRM Brick:

  • It was built exclusively for mortgage advisers
  • We listen to user feedback and continually improve the service
  • Full integration with our Criteria, Protection Criteria, Calculators and other Bricks

Build your own toolset… one Brick at a time

The CRM Brick is the perfect accompaniment to our Criteria Brick as part of your customisable toolset. From there, you can combine it with any of our other tools, including Protection Criteria and Calculators to assemble your personalised tech stack.

What you get

One pipeline, from first enquiry to offer.

CRM is the full environment - leads, cases and clients staged on one pipeline, with the other bricks plugging straight in.

01
Every lead, staged
New, contacted, fact-find, offer - one pipeline for the whole firm, so nothing sits forgotten in an adviser's inbox.
02
Fed by your other bricks
The bricks plug straight in - a saved Protection Criteria case can be linked to the client's case, so the research sits with the file.
03
Your firm's own space
Leads and client records live in your firm's own isolated data space, behind one protected sign-in.

Make the CRM Brick the heart of your toolkit.

Request access and we’ll walk you through the CRM with your case data. No card required, no commitment.

Request access