Voice
Voice interview with Susan
Avatar-led spoken fact-find — natural, friendly and thorough.
Why join us
Warmer first meetings. Less admin. A modern toolkit built for mortgage advisors.
MortgageEasy prepares customers before you meet them, routes introducer referrals fairly, and gives you one place to manage contact, fact-finds, notes and journey milestones — so you spend time advising, not chasing information.
What you deliver to customers
Chat
Typed chat option
Quiet alternative for customers who prefer not to speak aloud.
Book
Instant booking
Self-serve diary with SMS confirmation and call-back slots.
SMS
SMS through the journey
Completion texts, appointment confirmations and pick-up links.
Your advisor toolkit
Everything in Mortgage Hub — the platform behind the customer experience.
Tab
Tabbed customer profile
Contact, Notes & history, Fact find and Customer journey in one place.
AI
Pre-meeting summaries
AI-written fact-find summaries and structured answers before the first call.
Cal
Appointments & call-backs
Booked slots, call-back windows and contact attempt logging.
!
Needs-attention highlights
Call-backs and ready-to-review customers surface on your home screen.
Journey
Journey milestones
Appointment seen, ID confirmed, AIP completed — with customer SMS on confirm.
Audit
Full audit history
Fact-find events, SMS, appointments, callbacks, notes and milestones in one timeline.
Why advisors join MortgageEasy
Better-prepared customers
First conversations start with context, not basic fact-finding from scratch.
Less chasing, more advising
Contact tracking, next-contact dates and call-back management built in.
Fair allocation
Advisor codes and admin allocation — up to three advisors per case when needed.
Introducer pipeline
Attributed referrals from estate agents and professional partners, tracked end-to-end.
Current opportunities
Mockup listings — replace with live roles and application process.
Mortgage Advisor (CeMAP qualified)
Remote/hybrid · Full-time · UK
Advise residential customers with pre-qualified fact-finds and a modern CRM-style workspace.
Apply nowSenior Mortgage Advisor
Remote/hybrid · Full-time · UK
Lead complex cases, mentor advisers and help shape our customer journey product.
Apply now