CRM for mortgage & protection advisers
Purpose-built CRM software for UK mortgage and protection advisers. Track leads, manage cases, and stay on top of compliance from one system.
Mortgage and protection advisers juggle a high volume of cases at different stages, from initial enquiry through to completion and beyond. Spreadsheets and generic CRMs make it difficult to keep track. Glimzer gives you a clear view of every case in your pipeline, so you always know what needs attention next.
Built for mortgage and protection workflows
Manage your entire caseload from lead to completion in one place.
Visual pipeline
See every case at a glance. Track leads, applications, and completions through customisable stages.
Task management
Set follow-up tasks and reminders for each case so nothing gets missed during the process.
Case notes and history
Keep a full record of every interaction, document, and decision for each client.
Lead tracking
Capture and track leads from first enquiry. See where every prospect sits in your pipeline.
Compliance records
Audit trails and time-stamped records to support your compliance obligations as a mortgage adviser.
Configurable workflows
Set up stages and processes that match how you handle mortgage and protection cases.
Why mortgage advisers choose Glimzer
A CRM that fits the way mortgage and protection advisers work.
Frequently asked questions
Is Glimzer suitable for mortgage advisers specifically?
Yes. Glimzer’s pipeline and case management features are designed to handle the multi-stage workflows that mortgage and protection advisers deal with daily, from initial enquiry through application, offer, and completion.
Does Glimzer integrate with sourcing systems?
Glimzer is focused on CRM and pipeline management rather than sourcing. It works alongside your existing sourcing tools, providing a single place to manage client relationships and track cases through to completion.
Can I manage protection cases alongside mortgage cases?
Yes. You can track mortgage and protection cases in the same pipeline or set up separate pipelines for each. Glimzer’s configurable stages let you structure things to match your workflow.
How does Glimzer help with compliance for mortgage advice?
Glimzer maintains complete audit trails for all actions, stores time-stamped records of communications and decisions, and provides document version control. This supports the record-keeping obligations that mortgage advisers need to meet.
How much does Glimzer cost?
Glimzer offers straightforward pricing designed for advice firms. Visit our pricing page for current plans, or book a demo to discuss what works best for your firm.
Ready to get on top of your pipeline?
Book a demo and see how Glimzer helps mortgage and protection advisers manage their caseload.