Broker relationships, simplified

Book a Demo

Streamlined onboarding, effortless communication, and a comprehensive toolbox to help you strengthen your broker partnerships.

Book a Demo
Group of colleagues discussing documents during a team meeting in a modern office.

It takes two

People do business with people. But the nitty-gritty of intermediary relationship management in a regulated sector all too often gets in the way.  

Intermediary Manager handles the admin with pinpoint accuracy so you don't have to, while you work on fostering the all-important human connections that help move your business forward.

Vet thoroughly

Confirm brokers are who they say they are in under 10 minutes. Our system pulls data from public databases, verifies key details, and brings everything together in one single, easily digestible view.

Track performance

Identify your best and worst performers at a glance, keep an eye on long-term trends, and access granular data you can use as a basis for discussions on how you could get more out of existing relationships.

Stay compliant

Monitor authorisation status, key compliance indicators, and business health, and maintain a comprehensive written audit trail that proves you're consistently meeting your regulatory obligations.

We were able to identify and reactivate brokers who'd stopped sending us business.
“Intermediary Manager's real-time, multilevel approach to data supports conversations about future business. It has also allowed us to have a joined-up approach to managing ongoing relationships.”

You're always in the know

Stay on top of every relationship, every task, and every compliance requirement — all from a single, connected platform.

Book a Demo
1

Broker ID

Slash onboarding time by up to 60%. Broker ID brings critical KYC and KYB information together in one place, so you don't have to switch between multiple databases and views.

2

Specialised CRM

Sort intermediaries by type and hierarchy, and easily track performance over time. The system is purpose-built to handle mortgage brokers, which means you don't have to figure out workarounds for important tasks.

3

Workflow automation

Make important but repetitive, time-consuming tasks take care of themselves. Intermediary Manager lets you create custom statuses, alerts, and rule-based triggers, so nothing will fall through the cracks.

4

Compliance feed

Pull broker data from the FCA, ICO, Companies House, and other public databases. You can also set up custom alerts and get automatically notified in case of status changes and important compliance events.

Build better broker relationships

See Intermediary Manager in action, and discover how it can make your broker partnerships stronger and more fruitful.

Book a Demo