About Binder.
Mortgage Adviser CRM Software

Binder is the concept of Simon Horsfall. With over 15 years as a Mortgage & Insurance Adviser, Simon spotted the opportunity to make his work more efficient through the use of a software tool to organise all his case work. After teaming up with tech entrepreneur, Dan Rathbone, Binder was launched to the UK market in 2023.


Simon Horsfall head shot

Simon Horsfall

Simon has over 15 years of experience in the mortgage and protection market and is a Director of Vista Financial Management Limited.

Passionate about advising clients and offering the best service made him realise advice and technology can work together. This led Simon to embark on creating a platform that not only makes the journey easy for clients but also streamlines the advice process for advisers.

Dan Rathbone head shot

Dan Rathbone

Dan has 20 years experience in the tech industry having started his career as a software engineer, going on to found digital transformation consultancy Infinity Works.


After selling Infinity Works to Accenture, Dan joined the Binder team, applying his tech knowledge accrued by working with companies from startups to blue chips.

Dan Rathbone and Simon Horsfall collaborating to create Binder - Mortgage Adviser Case Management System

Our Approach

We want Binder to be a pleasure to use. We put a great deal of effort into fine tuning the user interface to remove anything that is "clunky" or that adds too many clicks to achieve something.

We want to make a product that "just works" out of the box without having to spend hours configuring it.

We employ modern and effective software development technologies and processes to keep the organisation lean and efficient.