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🚀 Built for FCA-regulated mortgage brokers — £10/seat/month

Your introducers.
Your leads.
Your control.

Mortgage introducer lead management software for UK broker firms

BrokerConnect is the complete introducer network platform — from digital agreement signing and lead submission through to client document collection, deal tracking, and commission payment. Built for compliance, built for growth.

See the features

30-day free trial · no credit card required · or contact us first

100%
Lead visibility
FCA
Compliance ready
Zero
Lost leads
brokerconnect.co.uk
📊
📥
💼
💰
📋
📁
👥
🔍
Owner Dashboard
Platform overview — all companies
8
Companies
47
Introducers
£84k
Commission
142
Active Deals
Recent Activity
James Hargreaves — Smith & Co
Agreement signed · 2 mins ago
Signed
Sarah Mitchell — ABC Mortgages
Docs uploaded via client portal
3 docs
New company onboarded
Hargreaves Financial — 1 admin user created
Onboarded
This month
£12,400
Commission earned
↑ 23% vs last month
Agreement status
94%
Introducers signed
Trusted by brokers across the UK
🏦 Mortgage Brokers
🤝 IFA Networks
🏠 Estate Agents
⚖️ Legal Referrers
🏢 Accountancy Firms
Features

Everything you need to
run your referral network

From the first introducer invite through to commission payment — and everything in between. One platform, complete control.

📋
Digital introducer agreements New
Send your introducer agreement alongside the invite — they sign digitally, upload ID, and you review and approve. No printing, no scanning, no chasing.
✓
Agreement template management
✓
E-signature with IP & timestamp
✓
ID document upload & review
✓
Waive agreement for trusted partners
📁
Client document portal New
Invite clients to upload their mortgage documents directly through a secure portal. Track what's been submitted, review and approve — all in one place.
✓
Secure client invite link
✓
Configurable document checklists
✓
Broker approve / reject per document
✓
Progress visible across the platform
📥
Unified lead inbox New
Every lead — whether submitted by an introducer or captured through your website widget — lands in the same inbox, clearly tagged by source and ready to act on.
✓
Introducer & website leads in one place
✓
Real-time email notifications
✓
One-click approve or reject
👥
Introducer hierarchy management
Build your network with company, manager, and adviser tiers. Each level sees exactly what they need — nothing more, nothing less.
✓
Three-tier introducer structure
✓
Team performance dashboards
✓
Scoped commission splits
💰
Commission tracking & payments
Track every penny from pipeline through to paid. Introducers see their expected and confirmed commissions in real time — no more chasing for updates.
✓
Per-introducer commission splits
✓
Pipeline → paid status flow
✓
Year-to-date reporting
🚦
RAG traffic light deal stages
Create your own named deal stages with red, amber, or green status. Introducers get a real-time progress view on every deal they referred — keeping them engaged without you lifting a finger.
✓
Custom stage names per company
✓
Read-only view for introducers
✓
Automatic email on stage change
📈
Analytics & performance reporting
See which introducers are performing, which leads are converting, and where your commission is coming from — all in one place, filtered by date range.
✓
Broker and introducer analytics
✓
Top introducer leaderboard
✓
Monthly trend charts
✉️
Automated email notifications
Every key event triggers a beautifully branded email — lead received, approved, rejected, deal created, stage updated, document approved. Fully customisable.
✓
Branded email templates
✓
Editable subject & body copy
✓
No technical setup required
👤
Client lookup support tool New
When a broker calls about a client issue, search by name, email, phone, or deal reference and instantly see everything — which company, which broker, deal status, documents, and commission.
✓
Platform-wide client search
✓
Full deal & document history
✓
Support triage in seconds
🛂
Client lead verification New
Before an introducer's lead ever reaches you, the client verifies it themselves — a dual-branded email they simply accept or decline. No more chasing unqualified or fake leads.
✓
Dual-branded verification email
✓
Accept / decline recorded automatically
✓
Automatic chase reminders at 24h & 48h
Website Integration New

Turn your own website into a lead source

Paste one snippet into your existing site. Every enquiry lands straight in your BrokerConnect Leads inbox — no CRM to configure, no second dashboard to check.

🔌
One snippet, five minutes to set up
Paste a single script tag into your site. Choose an inline form or a floating "Get a quote" button — no developer needed.
🛡️
Built-in bot & spam protection
Cloudflare Turnstile screens every submission before it reaches you, so your inbox stays full of real enquiries.
📥
One inbox, not two
Website enquiries land in the exact same Leads inbox as your introducer referrals — clearly tagged, same one-click actions.
🔔
Instant email & push alert
You're notified the moment someone submits — on desktop and in the BrokerConnect mobile app.
yourbrokerage.co.uk
Your own website
💬 Get a free mortgage quote
↓
Leads Inbox
2 new
Emma Whitfield
Remortgage enquiry · via website widget
Web Enquiry
Michael Osei
First-time buyer · referred by J. Hargreaves
Introducer
Chloe Bennett
Buy-to-let · via website widget
Web Enquiry
Owner Portal

Platform-wide oversight.
Built for network operators.

If you manage multiple broker companies on BrokerConnect, the owner portal gives you a complete command centre — across every company, every introducer, and every deal on the platform.

🏢
Company onboarding
Create a new broker company and their first admin user in a single 3-step flow. They're live and ready to log in immediately.
🤝
Introducer oversight
See every introducer across all companies — their status, agreement state, commission earned, and deal count. Filter by company or agreement status.
📋
Agreement tracker
Platform-wide view of all introducer agreements — signed, pending review, not started, and waived — with the ability to override requirements for trusted partners.
💰
Commission audit
See total allocated, paid, and outstanding commission for every introducer across the whole platform — sortable and filterable.
📁
Client document progress
Track client portal activity across all companies — which invites have been accepted, document upload progress, and approval status per deal.
🔍
FCA audit log
Every action on the platform is logged — actor, timestamp, IP address, and detail. Paginated, filterable, and exportable to CSV for compliance.
🔄
Works with your existing workflow
No CRM migration required. Export any leads, deal data, or commission reports to CSV at any time and drop them straight into your existing system. BrokerConnect runs alongside your current tools from day one — you can switch how much you rely on it at your own pace.
📊 CSV Export 🔗 API webhooks roadmap 📧 Email alerts
How it works

Up and running in minutes

No complex setup. No IT department needed. Import your introducer list in 30 seconds, send bulk digital agreement invites in 2 minutes, and your first lead can land before you finish your coffee.

1
Set up your company
Add your branding, configure your commission structure, upload your introducer agreement template, and set up your deal stages.
2
Invite your introducers
Send a link. Your introducer signs their agreement digitally, creates an account, and immediately has a professional portal to submit leads.
3
Leads & docs flow in
You get an instant alert on new leads. Clients are invited to upload documents directly. Review and approve everything from one dashboard.
4
Everyone gets paid
Track the deal to completion. Commissions are calculated, visible to all parties, and the full audit trail is there for compliance. Done.
Introducer experience

Be the most professional broker your estate agent has ever worked with

Your introducers' biggest fear is being ignored. BrokerConnect eliminates that entirely — every lead acknowledged instantly, every deal visible in real time, every commission confirmed automatically. No chasing. No WhatsApp. No doubt.

✍️
Digital onboarding with e-signature
Introducers sign their agreement and create their account in minutes — no paper, no back-and-forth. Agreement waiver available for trusted partners who don't need the formal process.
🎯
Live pipeline tracking
Every deal they've referred shows the current RAG stage — green means progressing, amber means attention needed, red means action required.
💬
No more "where's my lead?" calls
Introducers log in and see the status themselves. Automated emails keep them informed at every stage change, document approval, and commission update.
💷
Commission visibility builds trust
Expected and confirmed commission figures are shown clearly — giving introducers the confidence to keep referring business your way.
Your Pipeline
3 active deals
James Hargreaves
j.hargreaves@email.com
£1,200 expected
Progress: Valuation Booked
Sarah Mitchell
s.mitchell@email.com
£850 expected
Progress: Docs awaiting review
Robert Chen
r.chen@email.com
✓ £1,400 paid
Progress: Completed
YTD Commission
£3,450
FCA Compliance

Built for regulated firms

BrokerConnect is designed from the ground up for FCA-regulated mortgage brokers — with a full audit trail, digital agreement management, and document retention built in.

🔍
Complete audit log
Every action on the platform is recorded — who did what, when, from which IP. Filterable by date, action type, or user. CSV export for your compliance files.
✍️
Digital agreement signing
Introducer agreements are signed electronically with an e-signature, timestamp, and IP address. Stored securely and linked to the introducer record.
📁
Document management
Client documents are uploaded, reviewed, and approved within the platform — with a full status trail. No documents in email. No lost attachments.
🛡️
Agreement override controls
Platform owners can waive the agreement requirement for trusted partners — with the reason recorded in the audit log. Fully documented and reversible.
🔍 Audit Log — FCA Compliance Record
↓ Export CSV
09:14:22
Tim Giles
company.onboarded
Hargreaves Financial
09:18:44
James H.
agreement.signed
IP: 82.44.12.x
09:31:07
Tim Giles
agreement.approved
James Hargreaves
10:02:15
Sarah M.
lead.submitted
Robert Chen
10:15:33
Tim Giles
introducer.agreement_waived
Verbal agreement in place
10:44:02
Client
document.uploaded
Passport — Chen, R.
11:02:19
Tim Giles
document.approved
P60 — Chen, R.
2,847 total entries · Page 1 of 57
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What brokers say

Built by a broker, for brokers

★★★★★
"Before BrokerConnect I was managing 14 introducers across WhatsApp groups and spreadsheets. Now everything is in one place and my introducers actually love using it."
MK
Mark Kellaway
Independent Mortgage Broker, Suffolk
★★★★★
"The digital agreement signing alone has saved me hours. My introducers sign and upload their ID in minutes — no more chasing paperwork or storing things in my email."
JT
Jenny Travers
Mortgage Adviser, Norfolk
★★★★★
"The client document portal is a game changer. Clients upload everything directly and I can see what's pending, approved, or rejected — the whole case runs so much faster."
DS
David Stephenson
Protection Specialist, Essex
Pricing

One price. No tiers. No surprises.

No setup fees. No long contracts. Cancel any month. Introducers are always free.

🎉 30-day free trial · no card required
Flat Rate After Trial
£10
per seat
per month
Unlimited seats · scale up or down any time
✓Unlimited broker users
✓Unlimited introducers — always free
✓Digital agreement signing
✓Lead & deal management
✓Commission tracking & dashboards
✓Client document portal
✓Team hierarchy (manager / adviser)
✓FCA audit log & compliance tools
✓Analytics & reporting
30 days free, then £10/seat/month. Cancel any time.
🤝
Refer a broker, earn ongoing credit

Know another broker who could benefit? Refer them and earn bill credit for as long as they stay a customer — not just a one-off.

£
£2.50 credit every month, for as long as they stay active
Applied automatically to your bill each month they remain a paying customer — stops only if they cancel
🎁
4 active referrals, a free seat every month
4 concurrently active referrals = £10 credit = one free seat, recurring for as long as they all stay active
∞
Uncapped
No limit — refer enough active brokers and your subscription could cost nothing, month after month

Your unique referral link and running credit balance are in your Billing page once you sign up.

Monthly rolling contract. Cancel any time. No setup fees. Introducers are always free.

📩 Get in touch

Ready to take control of your introducer network?

Start your 30-day free trial right now, or leave your details and we'll walk you through the platform first.

No spam. No pressure. No credit card required to start.