Noviqent for Mortgage Brokers
Take every client from enquiry to completion, all in one place.
Capture leads from your website and lead marketplaces, collect client documents securely, verify identity, and track every case through to a completed mortgage.
Noviqent for Mortgage Brokers follows a client through every real step of a mortgage case - enquiry, contract, document collection, identity and credit checks, decision in principle, solicitor instruction, offer, and completion - always visible at a glance for the broker managing it. Leads captured from your own website and lead marketplaces land directly as a case ready to work, and a secure upload link lets clients send their documents straight through, removing the back-and-forth of chasing attachments over email.
Identity and proof of address checks can be sent directly from a client's case via Noviqent IdCheck, and your own panel of conveyancing firms lives inside the platform, ready to instruct the moment a case is ready for them - contracts route to them through Noviqent DocSign. Credit reports and AML compliance checks run right alongside the rest of the case, and lender integrations (Twenty7Tec, Mortgage Brain, Iress Lender Connect) are per-organisation opt-in from Settings whenever you're ready to connect one.
What's included
Lead capture
Enquiries from your own website and lead marketplaces land directly as a client case, ready to work.
Client document collection
A secure link your client uses to upload documents directly, no chasing emails required.
Identity & proof of address checks
Verification sent directly from a client's case, with results tracked automatically.
Case tracking
Every case moves through enquiry, contract, onboarding, DIP, and completion, always visible at a glance.
Solicitor panel
Your own panel of conveyancing firms, ready to instruct the moment a case is ready.
Credit & compliance checks
Run credit reports and AML checks directly against a client's case.
Common questions
Which lender integrations are supported?
Twenty7Tec, Mortgage Brain, and Iress Lender Connect are available as per-organisation opt-in integrations from Settings, connected whenever your firm is ready.
How are client documents collected securely?
A secure upload link is sent directly from the client's case - they upload straight into it, removing the back-and-forth of chasing attachments over email.
Can we run credit and AML checks from inside a case?
Yes - credit reports and AML compliance checks run directly against the client's case, alongside identity and proof-of-address verification via Noviqent IdCheck.
Ready to get started with Noviqent for Mortgage Brokers?
Part of the Noviqent Business Operations Platform - enabled module by module around you. From £19/month for 1 user, £49/month for 5. See full pricing →
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