Case Studies
Mortgage & Protection Hub
The Mortgage and Protection Hub is a trusted UK-based firm helping individuals and families secure the right mortgage and insurance solutions. Known for their friendly service and expert advice, they pride themselves on delivering stress-free financial journeys… all whilst growing at a fantastic speed… but behind the scenes, their internal processes needed to keep up with their growth.
The Challenge
Before working with us, The Mortgage and Protection Hub lacked a centralised way to manage incoming leads, open applications, or customer communications. Their team was juggling spreadsheets, inboxes, and manual reminders to keep things moving which made staying on top of mortgage applications a real challenge.
They needed a way to bring clarity to their sales pipeline, automate repetitive admin, and keep clients moving through the mortgage process with ease.
Our Strategy and Solution
We implemented a our TOTAL CRM system tailored for mortgage brokers, designed to centralise operations, streamline daily workflows, manage cases, and drive consistent conversion.
CRM & Automation System
From first enquiry to signed mortgage documents, we helped bring total structure to their pipeline:
- A custom lead and application pipeline that maps every stage of the mortgage process
- Automated follow-ups, task assignment, and progress tracking
- Integrated client comms (email & SMS) to keep things moving
- Document tracking and notes stored securely in one place
- Live dashboards for pipeline health, team performance and forecasting
The result: less manual admin, fewer delays, and a more productive team
Results and Impact
Here’s how things changed after implementing their new CRM:
Total Pipeline Visibility
No more guesswork and every opportunity is logged, tracked, and moving in the right direction
Improved Conversion Rates
Deals are no longer stalling or going cold. Follow-ups happen on time, and clients are guided smoothly through the journey.
A More Productive Sales Team
With less admin and more automation, the team can focus on client relationships and deal progression rather than chasing paperwork.
Serious Time Saved
From task assignment to email reminders, automation now handles hours of repetitive work each week.
Confidence in Scaling
With a system that supports growth, the business is now better positioned to handle more clients without compromising on service quality.
Want to Bring More Order to Your Business and Manage Those Leads?
Whatever company you run or are responsible for getting organised, a smart CRM system can help you sell more, save time, and grow faster.
