Mortgage Ready vs Viato
Mortgage Ready
mortgage-ready.uk
Viato
viato.aiSide by side
| Figure | Mortgage Ready | Viato |
|---|---|---|
| Price from | £39/mo | $49/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 3 | 3 |
| Spec score · Mortgage CRM Software | 7.4 (#21) | 8.5 (#7) |
| Integrations | The Firm plan lists SSO for Google Workspace and Microsoft 365; the pricing FAQ says CSV import for contacts and cases is supported. | Named integrations include Arive, LendingPad, UWM, Broker Marketplace, QuickBooks, Handwrytten, Goody, Stikkum, Google Workspace, Microsoft 365, RingCentral, Zoom, Meta and TikTok. |
| Product | Mortgage Ready describes itself as a CRM built for UK mortgage brokers and firms. | Viato describes its product as a CRM built for mortgage professionals and loan officers. |
| Support | The pricing page lists email support on Sole Adviser, priority email and chat on Growing Team, and a named account manager on Firm. | The free plan includes community support and weekly office hours; the paid Support plan adds tickets, direct team replies, and priority response times. |
Plans
Mortgage Ready
- Growing Team£39 a month
- Sole Adviser£49 a month
- Firm£69 a month
In their own words
Mortgage Ready
Mortgage Ready has no write-up on Specifiction yet; its figures are above.
Viato
Viato is a CRM built for mortgage professionals and loan officers, available on iOS and the web. It captures leads, creates contacts and opportunities, assigns them to teams or loan officers, and tracks lead sources and loan milestones. Automations can combine triggers, conditions, and multi-step actions to assign, text, create tasks, and nurture leads. Super Agent works across text, email, and chat to run workflows, update deals, and create tasks. Call features include voice AI, call transcription and summaries, and a power dialer that rings up to three contacts at once. A unified inbox brings email, SMS, and iMessage into threaded conversations; named communication tools include Gmail, Outlook, Twilio, and RingCentral. Arive and LendingPad are listed as live two-way loan-system integrations, while UWM is marked coming soon. Viato POS provides a guided borrower application, document portal, and lender branding. The Free plan includes CRM features and community support. Paid Support is $49 a month per loan officer, or $29/mo per operations staff member, and adds ticket access, direct replies, and priority response times.