360 Thinking for Mortgage Brokers | Funnels, CRM and automation for UK brokers
OFFICIAL UK PLATFORMThe #1 all-in-one CRM built exclusively for UK financial services professionals
360 Thinking for mortgage brokers

Fact find tocompletion,on autopilot.

Launch a mortgage broker funnel from Studio 360 in minutes, then run every case from one login. Set up document requests, stage updates for clients, agents and solicitors, and remortgage reminders, all your way.

Start your 14-day free trial
15 mortgage broker funnel designs in Studio 360You set it up your wayNo contracts, cancel anytime
Live pipelineExample setup
Enquiry
Fact find
DIP
Application
Offer
Completion

Automation running

Authority by Funnel™ · Studio 360

Start with a mortgage broker funnel

Studio 360 comes with your 360 Thinking account and includes 15 ready-made mortgage broker funnel designs: 3 template types with 5 designs each. Pick one, add your logo, colours and wording, and go live with a calculator, free guides, booking and enquiry forms, with every lead landing in your pipeline. Then create the rest of your system around it.

Multi-Service5 designs
Niche Specialist5 designs
Private Client5 designs
Start your free trial
1
Landing pageA template for mortgage brokers, in your branding
2
Calculator or free guideGives visitors a reason to leave their details
3
Book a callYour calendar, with automatic reminders

New enquiry lands in your pipeline, and your follow-ups start

Works forWhole-of-market brokersNetwork-appointed advisersBrokerages with admin teamsSpecialist and buy-to-let brokers
Sound familiar?

The admin that holds mortgage brokers back

Four everyday problems, and what 360 Thinking does about each one.

01

Chasing payslips and bank statements

Days lost to "just a reminder" emails while cases sit waiting for documents.

With 360 ThinkingCreate a secure upload link that goes out when a fact find starts, with nudges until every document is in.
02

Estate agents ringing for updates

Every case means three or four people asking the same question.

With 360 ThinkingCreate one stage update that tells the client, the estate agent and the solicitor at the same time.
03

Remortgages slipping to the bank

Product transfers go direct because nobody reminded the client in time.

With 360 ThinkingCreate a remortgage reminder from the product end date, so clients hear from you months before their rate ends.
04

Leads going cold over the weekend

Enquiries arrive at 9pm on a Sunday and get answered on Tuesday.

With 360 ThinkingCreate an instant text and email reply for new enquiries, with a link to book a call.
The client journey

Map your journey, then automate it

An example setup for mortgage brokers. Every step, message and timing is yours to change.

  1. 1

    Enquiry

    WhenA lead fills in your calculator or website form
    Create
    • An SMS and email reply within 60 seconds
    • A link to book a call in your calendar
    Client seesA friendly reply and a booking link
  2. 2

    Fact find

    WhenThe call is booked
    Create
    • An online fact find
    • Portal requests for ID, payslips and statements
    Client seesA checklist of exactly what to upload
  3. 3

    DIP & application

    WhenYou move the case on your pipeline
    Create
    • Automatic updates for the agent and solicitor
    • A record of every message on the client file
    Client seesTheir case stage, live in the portal
  4. 4

    Offer & completion

    WhenThe offer is issued
    Create
    • A congratulations message with next steps
    • A Google review request after completion
    Client seesClear next steps, no chasing
  5. 5

    Aftercare

    WhenCompletion date passes
    Create
    • A remortgage countdown
    • Protection and home insurance reminders
    Client seesA timely "your rate ends soon" message
What your clients see

Updates they read. A portal they use.

Clients get short, clear messages at each stage and a secure portal for documents and progress. These are examples: you set the words, in your voice.

Your firmSMS · automated
Client portal · exampleRemortgage · S. Khan
Enquiry
Fact find
DIP
Application
Offer
Completion
Documents
  • Photo IDReceived
  • Last 3 payslipsReceived
  • 3 months bank statementsReceived
  • Current mortgage statementUpload
  • Proof of depositUpload

3 of 5 received · reminders on

Forms and emails

Create forms and emails like these

Examples you could create in minutes with the form builder and email builder. Your questions, your words, your branding.

Form builder · exampleMortgage fact find
Send my answers

Answers save straight to the client record

Email builder · exampleYour mortgage offer is here

Your mortgage offer is here

Hi Sarah, great news: your mortgage offer has been issued.

We've let your solicitor know and they have everything they need. Next up: exchange.

View in your portal

Sent automatically when the case moves stage

What's included

Everything you'll use, in one login

All included with your 360 Thinking account.

Case pipeline

Create pipelines for every case, from enquiry to completion, with each person's next action.

Client portal

Create a client portal where clients upload documents and see their case stage.

SMS and email updates

Create SMS and email updates for the client, agent and solicitor at every stage.

Online booking

Create booking calendars and link them from your calculator pages and emails.

Lead funnels

Create remortgage, first-time buyer and buy-to-let funnels, starting from Studio 360.

E-sign

Create terms of business and client agreements to sign on a phone in minutes.

Ideas to get you started

What you can create

A few of the things mortgage brokers create first with 360 Thinking.

01

Createa remortgage calculator funnel

02

Createa first-time buyer guide that captures leads

03

Createan online fact find

04

Createa document checklist in the client portal

05

Createa 180-day remortgage reminder

06

Createestate agent and solicitor updates

07

Createa protection review offer after completion

08

Createa Google review request

Plus everything else

All 29 tools, in every account

Win new clients

  • Funnels & landing pages
  • Websites
  • Blogs
  • Forms & surveys
  • Quizzes
  • Email marketing
  • SMS marketing
  • Social planner
  • Ads manager
  • Trigger links & QR codes
  • Affiliate & referral manager

Convert & book

  • Calendars & booking
  • One inbox
  • Website chat
  • Phone system
  • Missed-call text back
  • AI assistant

Run every client

  • CRM & contacts
  • Pipelines
  • Workflows & automations
  • Client portal
  • Courses & memberships
  • Communities
  • Documents & e-sign

Get paid & grow

  • Invoices & payments
  • Reviews
  • Reporting
  • Team accounts
  • Mobile app
See everything included
Create workflows

Create workflows that run for you

Three workflows you can build for mortgage brokers. Use them as they are, or change any step.

Create a workflow
WhenCase moves to "Offer"
  • Text the client
  • Email the solicitor
  • Update the estate agent
Create a workflow
WhenCompletion date passes
  • Ask for a Google review
  • Start the 180-day remortgage clock
  • Offer a protection review
Create a workflow
WhenDocument still missing after 3 days
  • Send a friendly SMS nudge
  • Re-send the portal link
  • Flag the case to you
Before and after

The difference in a typical week

Without 360 Thinking

  • Payslips chased one email at a time
  • Agents phoning daily for DIP updates
  • Remortgages lost to product transfers
  • Case notes spread across WhatsApp and inboxes

With 360 Thinking

  • Documents requested and nudged automatically
  • Agents and solicitors updated as the case moves
  • Every client invited back before their fix ends
  • One record of every message and document
14+admin hours saved each week*
£315+average monthly software saving*
60sautomated follow-up time
9tools replaced by one login

*360 Thinking's published averages across UK firms. Your results will depend on your firm and how you use it.

Records and data

A clear record of every touchpoint

Built for regulated UK firms, with data hosted to UK GDPR standards.

  • Every text, email, upload and signature is timestamped on the client record, ready for your file checks.
  • Documents are uploaded through a secure portal, not sent as email attachments.
  • Your advice process stays yours. 360 Thinking handles the admin and communication around it.
For brokers

More for mortgage brokers at Broker 360

Broker 360 is our site just for mortgage brokers. It goes into more detail on how the software works for brokers, from funnels and fact finds to case updates and remortgage reminders.

Visit Broker 360
Questions from mortgage brokers

Frequently asked

Does it replace my sourcing system?

No. You keep your sourcing and lender portals. 360 Thinking runs everything around them: enquiries, documents, updates, reviews and aftercare.

Can estate agents and solicitors get updates without logging in?

Yes. They get automatic emails or texts when a case reaches the stages you choose, so they don't need an account.

How does the remortgage reminder work?

Add the product end date to the case. 360 Thinking contacts the client on the schedule you set, for example 6 months and 3 months before the rate ends.

How is this different from Broker 360?

Broker 360 is our Authority by Funnel™ platform for brokers: it builds your authority and fills your pipeline. 360 Thinking is the CRM that runs every case once it arrives. They work together.

Do I set it up myself?

Yes. 360 Thinking is software you set up your way, starting from the Studio 360 templates. Our UK support team, migration blueprints and weekly group coaching calls help you get going.

Ready to run your firm the 360 way?

Start your 14-day free trial No contracts · Cancel anytime · UK data compliant
Other industries

Templates for every industry

Financial advisers and IFAsAnnual reviews that book themselves.Solicitors and conveyancersMatters that move without the chase.Accountants and bookkeepersYear end without the paper chase.Insurance and protection advisersCover that never quietly lapses.Paraplanners and financial admin teamsOne desk for every case in flight.