Mortgage Ready

Spec sheet

Product

Mortgage Ready describes itself as a CRM built for UK mortgage brokers and firms.Read 10 Oct 2026 · mortgage-ready.uk

Trial

Every plan has a 15-day trial with no card required; the maker says the trial includes the full Growing Team feature set.Read 10 Oct 2026 · mortgage-ready.uk

Integrations

The Firm plan lists SSO for Google Workspace and Microsoft 365; the pricing FAQ says CSV import for contacts and cases is supported.Read 10 Oct 2026 · mortgage-ready.uk

Support

The pricing page lists email support on Sole Adviser, priority email and chat on Growing Team, and a named account manager on Firm.Read 10 Oct 2026 · mortgage-ready.uk

Case management

Its pipeline covers enquiry, fact find, DIP, application, offer and completion, with tasks, notes, reminders and activity logs.Read 10 Oct 2026 · mortgage-ready.uk

Client portal

Clients can view case status, upload documents, complete fact finds and message the firm through a branded portal.Read 10 Oct 2026 · mortgage-ready.uk

Compliance limit

Mortgage Ready says it is software, not a broker, and is not FCA-authorised in its own right; firms remain responsible for their FCA compliance.Read 10 Oct 2026 · mortgage-ready.uk

Data portability

The pricing page says customers can export their data at any time and request deletion; after cancellation, data is retained for 30 days before deletion.Read 10 Oct 2026 · mortgage-ready.uk

Documents

The document tools include one-click requests, access controls, file version history and an audit trail.Read 10 Oct 2026 · mortgage-ready.uk

Fact find

Mortgage and protection fact find templates are mobile-friendly, save client progress and export to PDF.Read 10 Oct 2026 · mortgage-ready.uk

Lead intake

Firms can embed lead forms on their websites, attribute enquiries to introducers or campaigns, and assign leads to advisers.Read 10 Oct 2026 · mortgage-ready.uk

Security and compliance

The maker says data is hosted in UK/EU data centres, encrypted at rest and in transit, and that the service is UK GDPR compliant by design.Read 10 Oct 2026 · mortgage-ready.uk

Team workflow

Role-based permissions, stage-based task assignment, introducer portals and email and in-app notifications are listed features.Read 10 Oct 2026 · mortgage-ready.uk

Plans and prices

Every Mortgage Ready plan and price →

Where Specifiction places it

• Mortgage CRM Software#21 of 297.4