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When you need to take control of your mortgage workload, the Binder mortgage adviser CRM portal helps automate many of the key tasks that drive forward each application, so that you can bring added value where it matters - providing compliant face to face advice to your clients.
Binder’s 121 mortgage adviser portal brings a range of time-saving benefits thanks to its integration with the Intelliflo operating platform, a mortgage-specific Fact Find, e-signature authorisation, automated correspondence templates, mortgage sourcing from Twenty7tec; and financial vulnerability assessments from Comentis.
Back from holiday and already drowning in emails, client queries, and paperwork? You’re not alone. Mortgage advisers face unique pressures when returning to work - from urgent caseloads to compliance deadlines, plus a rapidly changing menu of mortgage deals from lenders. Nothing stands still.
And even though you’ll have delegated certain tasks to your team, the responsibility sits with you to get things moving again. And it can all feel just a bit overwhelming.
That’s why we designed our smart mortgage adviser CRM tool, to help you cut through the admin and hit the ground running, while also ensuring you meet the obligations of FCA compliance, consumer duty and the additional focus of client vulnerability assessments.
Binder can help you achieve maximum workflow efficiency, optimise your performance and contribute to greater profitability. Here’s how…
Not every task is equally urgent. Start by identifying clients with active applications or compliance deadlines and deal with those first. Binder’s dashboard gives you a clear view of where each client is in the process, so you can focus on the cases that really matter, and avoid wasting time on admin that can wait. Plus, its client activity feature notifies you when clients are active on the portal so that you can attract their attention with any immediate tasks or updates. And remember, every document they upload is securely encrypted for secure storage and retrieval.
You don’t have to do everything yourself. Our organisation management feature enables you to assign tasks directly to support staff - whether it’s chasing missing documents or preparing draft correspondence. By freeing yourself from repetitive admin, you can concentrate on what advisers do best: providing quality advice and client care. 3. Streamline client communication
Miscommunication is one of the quickest ways to stall progress. Binder’s integrated chat function and secure document portal mean clients can upload, sign, and review everything in one place. No more endless email chains or misplaced attachments - just smooth, efficient communication. Plus, our “Live Chat” function enables you to make quick and speedy contact with your clients to chase for key information or documents when you’re on the move.
Keeping client records that are FCA compliant can feel like a mountain of paperwork. Our CRM portal securely stores a full audit trail of all your documentation and communication, while our automated correspondence templates help draft all the key letters that maintain the momentum of the application process. This saves hours of manual typing and ensures your client communications remain consistent, professional, and FCA-compliant.
We’ve also introduced e-signature authorisation to help remove potential bottlenecks caused by arranging a time when everyone can get together to sign paperwork. Our e-authorisation process is both secure and compliant, and just helps move everyone on to the next stage.
Speed matters when clients are looking for the best deal. Binder now integrates directly with Twenty7tec letting you access sourcing tools without leaving the CRM. This means fewer logins, faster research, and a smoother client journey. And yes - more sourcing integrations are on the horizon such as Mortgage Brain as part of our mission to create a full 121 digital mortgage processing platform.
As every mortgage adviser knows, Fact Finds are the foundation stone of a strong and rigorous mortgage application process. Without them, not only are you risking non-compliance but you can’t approach any lender with the right level of financial detail on your clients.
The Binder Fact Find is one of the areas where we’ve invested significant time and resources to create an intuitive data gathering tool that gives you all the answers to the questions lenders are looking for. No unnecessary data fields to fill in with generic Fact Finds that are designed for other financial services products - just mortgage-specific answers that you can later retrieve for client mortgage renewals. And with this in mind, Binder also alerts you to your client's mortgage deal renewal dates - enabling you to make timely contact to help them find their next deal.
“AI is changing the way we work, and we’re now developing AI tools to bring even greater levels of accuracy to every stage of the process"
Technology continues to evolve – and so does Binder. With AI transforming the way our industry works, we’re now developing AI-driven tools to scan documentation for potential technical errors, giving advisers an extra layer of protection against mistakes that could cost time and money. It’s another way we’re making compliance simpler and safer, and bringing greater scrutiny to the human rigour that goes into each mortgage application.
The post-holiday pile-up will always be there - but with the right tools in place, it doesn’t need to be stressful. Binder helps mortgage advisers manage workloads, stay compliant, and keep clients happy, all in one streamlined platform.
“We’re now at the stage in our development of Binder where mortgage advisers can experience a 121 digital mortgage process - from Fact Find and mortgage sourcing to e-signature authorisation. Once you’re in the portal there’s no need to go anywhere else - except to see your clients.”
We know it’s natural to feel comfortable with familiar routines, but switching to a better system shouldn’t feel like a risk. With full IO integration and a robust process for transferring your data, moving to Binder is smooth, secure, and designed to get you up and running without disruption.
See how Binder can revolutionise the way you work - not just with your return from holiday, but every day and week of the year. Book your FREE 45 min demo today.
