All-in-one CRM software for Mortgage & Protection Advisors

Score is the fastest growing advisor software in the UK mortgage industry. Our platform provides you with a purpose-built CRM tailored specifically for advisors. We understand that success in this industry requires precision and efficiency, which is why our software is designed to streamline your operations.

From managing cases using intuitive and customisable views, to dashboards that show you opportunities and insights, Score software empowers advisors to manage their business with ease.

Score provides advisors with an advantage in case management through specialised views that offer more intuitive ways to manage case-loads. Our mortgage CRM software ensures that brokers can easily identify and prioritise cases, streamlining their workflow.

With detailed dashboards, advisors can easily see opportunities and insights into their workload that help them be more productive with less effort.

Customisable views let you see what you need to do next instantly, meaning less notes and to-do lists on paper. Track everything you need to do in one single place.

Protection in Score is a game-changer for mortgage advisors looking to provide comprehensive client services. Our platform empowers brokers to offer expert advice on protection needs seamlessly.

With Score, advisors can leverage client data from mortgage cases to effortlessly tailor protection solutions. Moreover, our integrated system enables advisors to source protection products directly within Score, simplifying the process and saving valuable time, making us the go-to choice for mortgage  software with a focus on protection.

Score's software revolutionises the process of generating suitability reports by automating the entire procedure. Leveraging extensive data gathered during the fact-finding process, including client information, property details, and sourcing data, Score simplifies the creation of suitability reports.

Advisors can now effortlessly produce comprehensive Reasons-Why-Letters with minimal effort, allowing them to focus on delivering exceptional service. With Score, efficiency meets precision, setting a new standard in mortgage software solutions.

Score is the ultimate all-in-one solution for mortgage and protection advisors, seamlessly integrating every essential service and data source needed to provide a comprehensive client service.

Our software goes above and beyond by integrating vital resources, including client credit history retrieval at zero cost to both brokers and their clients. Additionally, Score connects brokers with property data directly from the Land Registry and Defra, along with a wealth of over 45 other services.

With Score, advisors can effortlessly access and leverage a wealth of data, ensuring they can deliver the highest level of service to their clients without jumping between apps and services.

Score empowers advisors to unlock new streams of revenue effortlessly through cross-sales, enriching their service offerings while providing clients with comprehensive financial solutions.

With Score, advisors can seamlessly advise clients on additional financial products such as Home Insurance or effortlessly refer them to our trusted partners, ensuring a smooth self-serve journey.

Beyond this, advisors can also extend their assistance to clients by referring them for essential services like conveyancing and surveying. This holistic approach not only enhances the overall client experience but also aligns with the FCA Consumer Duty, ensuring that all client needs are addressed comprehensively, creating a win-win scenario for both advisors and clients alike.