Mortgage brokers and loan advisers

The CRM for mortgage brokers.

GuardenerAI for mortgage brokers is a CRM that tracks every borrower from enquiry to completion and back again at renewal. It is for independent brokers and small brokerages who want leads, loan applications, document chasing and repeat business in one system. It is not a loan origination system.

A broker’s week is enquiries from agents and websites, applications that stall on a missing payslip, and past clients whose fixed rate is ending. GuardenerAI gives each of those its own place and its own next step.

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Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Every enquiry captured with its source

Leads arrive with source and campaign fields, so you know which agents and channels send the business that completes.

Applications as real records

A custom Loan Applications object holds the lender, loan amount, rate type and key dates, linked to the borrower.

Document chasing that does not rely on memory

An action plan lays down the document requests as tasks with due dates, so every application is chased the same way.

Remortgage business on the calendar

When a mortgage completes, an action plan sets a review task to fall due months ahead of the rate ending, and each month you add the borrowers who are due to a review journey by email or SMS.

The modules this runs on

How you set it up

Shaped around how mortgage brokers actually work.

There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.

You create it

Loan Applications

A custom object you create, one record per application, linked to the borrower.

  • Borrower (lookup to Person)
  • Lender
  • Loan Amount
  • Property Value
  • Rate Type (select)
  • Submitted (date)
  • Offer Date (date)
  • Rate End Date (date)
Built in

Leads

Enquiries from agents, your website and referrals, with statuses New, Contacted, Qualified, Converted and Lost.

  • Name
  • Email
  • Phone
  • Status
  • Lead Source
  • Source Campaign
  • Score
You create it

Referral Partners

A custom object you add for estate agents, developers and planners who send you clients.

  • Partner (lookup to Company)
  • Contact (lookup to Person)
  • Type (select)
  • Last referral (date)

Suggested stages on Opportunities

  1. Enquiry
  2. Fact Find
  3. Decision in Principle
  4. Application Submitted
  5. Offer
  6. Closed Won
  7. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Action plan

Document chase

  1. Request ID and proof of address, high priority, due the day the plan starts
  2. Request three months of payslips and bank statements, due day 1
  3. Chase anything outstanding, due day 4
  4. Final chase before submission, due day 7
Marketing journey

Rate ending soon

  1. Each month, add the borrowers whose review task has come due (the “I add them” trigger)
  2. Send an email offering a review
  3. Wait 14 days, then send an SMS to borrowers who consented to texts
  4. Exit after the second message, so nobody is chased twice in a month
Validation rule

Complete applications

  1. On every save of an opportunity past Fact Find
  2. Block the save if the expected close date or value is missing
  3. Show a message telling the broker what to fill in

Borrower details kept private.

Borrower records sit in your own isolated, encrypted space, with fixed roles that deny access by default and an audit trail of every change. GuardenerAI is a CRM; it does not submit applications to lenders and is not a loan origination system.

Read the security details →
FAQ

Questions from teams like yours.

Does it submit applications to lenders?
No. Lender submission stays in your sourcing and submission tools. GuardenerAI manages the borrower relationship, the application record, document chasing and repeat business.
Can I see where my best business comes from?
Yes. Leads keep their source and campaign, and a saved report groups won opportunities by source, so you can see which partners send business that completes.
Can I remind past clients before their rate ends?
Yes, with two pieces. When a deal completes, an action plan sets a review task with a due date months ahead, worked out from the plan start, so the reminder lands on the right person’s task list. When it comes due, add those borrowers to a review journey that sends the email or SMS, with consent and unsubscribes handled. There is no automatic alert on a date field.
Is it priced per broker?
No. Paid plans are one price for the whole workspace with unlimited users, so adding a broker or an administrator does not change the bill.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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Also built for financial advisors, insurance brokers and real estate. See every industry.

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