Built for How UK Financial Firms Actually Work
Generic CRMs treat a complex mortgage remortgage or conveyance case like a retail e-commerce sale. 360 Thinking comes pre-configured with the exact milestones, compliance steps, and automations your niche requires.
Mortgage Broker
DIP to Completion on Autopilot
Streamline your mortgage funnel, automate fact find reminders, update clients and estate agents simultaneously, and track clients from DIP to completion without endless WhatsApp chaos.
+41% faster completion time & zero lost renewal leads
The Daily Friction You Stop
- ✕Endless chase emails for bank statements & payslips
- ✕Estate agents calling daily for DIP status updates
- ✕Lost remortgage opportunities 2–5 years later
- ✕Leads falling through cracks during busy periods
What Runs Automatically
- Instant DIP Document Collection SMS & Portal
- Automated Milestone Broadcast to Solicitor & Agent
- Remortgage Nurture Clock (180 days before expiry)
- Google Review & Trustpilot referral trigger on completion
Explore All Supported Financial Professions
Mortgage Broker
DIP to Completion on Autopilot
Streamline your mortgage funnel, automate fact find reminders, update clients and estate agents simultaneously, and track clients from DIP to completion without endless WhatsApp chaos.
Financial Adviser / IFA
High-Net-Worth Trust & Annual Reviews
Build deep long-term trust while automating discovery onboarding, suitability questionnaires, annual review bookings, and compliance paper trails.
Solicitor & Legal Firm
Conveyancing & Probate Milestones
Whether handling conveyancing, wills & probate, or commercial law — streamline your client journey, eliminate phone interruptions, and run like a system, not a scramble.
Accountant & Bookkeeper
Tax Returns & Year-End Client Engagement
From discovery to engagement — build authority, streamline onboarding, automate repeating deadline communications, and gather year-end receipts with ease.
Insurance & Protection Broker
Quoting to 'On Risk' Without Drop-Offs
Automate every part of the protection journey with dedicated flows for life insurance, critical illness, and income protection policies.
Financial Admin & Paraplanner
Eradicate Human Error & Chaos
Whether you support mortgage brokers, wealth managers, or solicitors — 360 Thinking provides pre-built task boards, templates, and triggers to regain control of your day.