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Mortgage Broker Software

Revolution is our all-encompassing, cutting-edge mortgage broker software, offering a complete business solution for mortgage and protection advice firms.

Mortgage Broker Technology to Enhance Your Whole Business

Hear from member firms about how Revolution is driving their business pipeline, enhancing productivity, and empowering them to deliver an exceptional experience for their customers.

Revolution is an innovative and intuitive piece of mortgage adviser software, which offers you a competitive edge. With its seamless integration within your firm and the ability to customise reporting and customer communications, alongside the continuous support available, Revolution will help you focus on what you do best, serving your customers with excellence.

With full integration for mortgage, protection, and GI sourcing and referrals, this innovative software system for mortgage brokers has been developed to enhance all areas of your business by supporting:

Lead Generation
Sales Progression
Business Process
Customer Retention

This means that as well as enabling you to see precisely where your business is right now, you will also have easy access to information that will allow you to determine and assess your future trajectory.

Our members use Revolution to support all elements of their business. As well as supporting advisers and brokers with fact finding and lead management, Revolution provides all your sourcing and management information needs, covering every part of your business.

Leading Software for Mortgage Brokers & Advisers

Our mortgage network works with a trusted, select group of partners to co-create tailored propositions that not only take your business through a digital transformation but also position you to anticipate and prepare for future challenges that may lie over the horizon.

Compliance Features Built into Revolution:

Suitability Letters
Promotions Approvals
Compliance Reports
One-to-Ones & CPD
Automated File Checks

Additional Features:

  • RevolutionID:

    • Market-leading ID and address-verification technology in partnership with Experian.

  • Introducer Portal:

    • Introducers can add clients and get sales progression updates.

  • Marketing Materials

    • Pre-approved materials to support your marketing efforts.

  • Training and Support:

    • Telephone support, online help, group training, and training videos.

  • Client portal:

    • Customers can upload documents, complete the factfind and get sales progression updates.

  • Customisable Dashboards and Reports for Management Information

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