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Built for Mortgage brokersPlacid CRM for mortgage brokers
Protect every lead from first enquiry to settled loan with a pipeline built for long financial sales cycles.
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What gets in the way
Compliance notes scattered
Referrer tracking weak
Long deals going cold
Features that map to your day
Sales / intake pipeline
Custom stages for how mortgage brokers actually sell.
Website that wins trust
Case studies, services and clear CTAs.
Inbox
Client and prospect threads in one place.
Tasks & SLAs
Follow-ups with owners and due dates.
Payments
Take engagement fees or retainers by card where appropriate.
Team roles
Partners vs assistants see what they should.
Ready for mortgage brokers?
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Questions from mortgage brokers
Can mortgage brokers import existing contacts?
Yes — CSV import, and we help during onboarding.
Do you replace industry-specific practice software?
Placid covers CRM, web and bookings. Keep specialised compliance tools where required and connect via processes that fit your firm.
Is there a free trial?
14-day free trial on every plan.
Related industries
Start your 14-day free trial for mortgage brokers
Card required · cancel anytime · not charged until the trial ends Built with mortgage brokers workflows in mind.