Do I need to migrate all my data to use a custom CRM?

We handle migration from spreadsheets and existing systems. Most brokers are surprised how straightforward it is — we map your existing data to the new system so nothing gets lost.

Will the CRM work with my current tools?

We can integrate or replace depending on what you need. Common integrations include sourcing platforms, email, calendar and accounting tools.

How long does it take to build and go live?

Most systems are live within 2–4 weeks of the initial scoping call. We configure pipeline stages, document types, intake forms and automations to match exactly how your business works.

Is the CRM compliant with FCA requirements for mortgage brokers?

The system is structured to support audit trails, documentation workflows and data retention requirements. It is designed with regulated environments in mind.

How much does a CRM for mortgage brokers cost?

Bookable charges £75 per month with no per-user fees. Custom CRM builds typically cost £5,000–£20,000 through traditional agencies. We have productised the process to make it accessible at a monthly subscription price.

CRM for Mortgage Brokers UK

Replace spreadsheets and admin with one system built around your brokerage

Replace spreadsheets, admin, and scattered tools with one automated system built around how your brokerage actually works.

The real situation

Most mortgage brokers don't have a CRM problem. They have a workflow problem.

Leads come in from multiple sources. Client data is scattered across spreadsheets, emails, and sourcing tools. Documents are chased manually. And compliance becomes a constant background pressure.

So you end up doing what most firms do:

You build workarounds.

More spreadsheets. More manual steps. More admin. Until the system itself becomes the bottleneck.

The real problem

Typical mortgage broker setup

What most brokers are working with

✕Excel or Google Sheets tracking clients
✕Email threads for document collection
✕Notes stored inconsistently
✕Multiple tools that don't talk to each other
✕Manual follow-ups for every case

This isn't a CRM. It's a patchwork.

And it leads to

✕Lost leads
✕Delayed cases
✕Compliance risk
✕Hours of admin every week
✕No visibility across your pipeline

What you actually need

Not "a CRM". A system.

What most brokers actually need isn't another tool to log into. They need a system that runs the workflow for them.

Tracks every lead automatically
Moves cases through defined stages
Collects documents without chasing
Keeps everything audit-ready
Reduces admin to near zero

Your solution

A custom CRM built for your brokerage

Not a generic tool. Not another login. A system designed around your exact workflow.

Lead comes in

Automatically captured from your website, referral sources or intake forms — no manual entry.

Assigned to pipeline stage

The lead lands in the right stage immediately. Your team knows exactly what needs to happen next.

Client receives document request instantly

Automated messaging prompts the client for the right documents at the right time.

Documents stored against the case

Everything in one place, attached to the client record. No hunting through email threads.

Case progresses automatically

Stage transitions trigger the next action. You always know where every deal is, what's missing, and what needs attention.

The transformation

From this → To this

Before

✕Spreadsheet
✕Email threads
✕Inconsistent notes
✕Chasing clients manually
✕No visibility

After

One system
One pipeline
One source of truth
Automated workflows
Complete visibility

Outcomes

After implementation, most brokers see

50–70%

Reduction in admin time

Faster

Case progression across the board

Fewer

Missed or delayed document requests

Full

Pipeline visibility at all times

Scales

System grows with your business without extra cost

Why not just use HubSpot?

Off-the-shelf CRMs are built for sales teams, not broker workflows

So you end up bending your process to fit the software, paying for features you don't use, and still relying on spreadsheets for the things it can't handle.

Generic CRM approach

✕You adapt your process to the software
✕Pay for features you'll never use
✕Per-seat pricing that grows with headcount
✕Still need spreadsheets for the gaps

The Bookable approach

System fits your business — not the other way round
Built for exactly your workflow
Flat monthly fee, no per-user costs
Replaces the spreadsheets entirely

Pricing

Custom systems. Productised pricing.

Custom builds typically cost £5,000–£20,000 with ongoing retainers. We've productised the process.

£75/month

No per-user fees. No hidden costs.

Full custom CRM build
Your workflow, your pipeline stages
Automated document collection
Ongoing support and updates

Why Bookable

Built by someone with financial services experience
Designed for regulated environments from the ground up
Focused on real workflows — not theoretical features

See how your brokerage would run fully automated

Book a demo and get a walkthrough of exactly how the system would work for your business.

FAQ