MortgaFlow · Mortgage CRM for UK brokers · Free for now
Every case on track. Every deadline met.
MortgaFlow is built by working brokers at Stonevale Finance. Track applications and refixes from first inquiry to completion, never miss a rate expiry, and give clients a live view of their case.
Everything a broker chases, in one place
Milestone tracking
Seven clear stages for purchases — DIP, valuation, offer, completion — so every case shows exactly where it's up to.
Refix & product transfers
A dedicated five-step flow from rate review to completion, timed against the client's penalty date.
Automatic reminders
Overdue chase-ups, 14-day completion alerts and 30-day offer expiries surface on your dashboard every morning.
Rate-expiry radar
Every fixed rate ending in the next 90 days, flagged before the client drifts onto SVR — and before another broker calls them.
Client progress link
Each case gets a private link showing your branding, the timeline, your latest update and your contact details.
Ready-made messages
Pre-filled client updates, lender chase-ups and rate-review emails, one click from every case.
Fewer "where are we up to?" calls
Tap a milestone when it's done and the client's private link updates instantly — with your logo, your message and your direct number. Clients stay informed; you stay focused on the next case.
- No client logins or passwords to manage
- Internal notes are never shown to clients
- Works on any phone or computer
Pricing
See it with your own cases
Sign up free and start tracking your cases today, or call us on 020 8044 8806.