Client Portal
White-label branded experience
Project Management
End-to-end delivery tracking
AI-Powered
Smart workflow automation
70%
Faster Document Collection
3x
More Applications Per Broker
24/7
Client Self-Service
100%
Audit-Ready Trail
Capabilities
Key Features
Everything you need to streamline your operations and delight clients.
Automated Fact-Find & Document Requests
Send branded checklists for ID, payslips, bank statements and proof of address. Clients upload securely from any device — no email attachments, no chasing.
FCA-Friendly Compliance Trail
Every interaction, document and approval is timestamped. Maintain complete audit logs for compliance reviews and case files.
Application Pipeline Tracking
See every case at a glance — DIP, full application, valuation, offer, completion. Automated reminders keep deals moving.
White-Label Client Portal
Your brand, your domain. Clients log in to a portal that looks like yours, not a third-party tool.
Lender & Solicitor Updates
Share progress updates with clients automatically as cases move through underwriting, valuation and completion.
Commission & Procuration Reporting
Track expected vs received procuration fees, identify slow-paying lenders, and forecast cash flow.
Use Cases
How Teams Use HaloTasker
Onboard new mortgage clients with a single branded link
Collect ID, proof of income and bank statements without email back-and-forth
Track 100+ live applications across DIP, full app, valuation and offer
Send automatic compliance reminders for re-mortgage clients
Give first-time buyers a clear, jargon-free view of their case
"Before HaloTasker we were drowning in WhatsApp messages and PDF attachments. Now clients upload everything to our branded portal in one go and we close 40% more cases each month."
DH
Daniel Hughes
Director, Hughes Mortgage Partners
Benefits
Why businesses choose HaloTasker
Reduce average time to offer by automating document collection
Stay FCA-audit ready with complete activity logs
Look as professional as the big networks with white-label branding
Eliminate WhatsApp and email chaos with one client portal
Free up admin time to focus on advice and conversions
Improve client reviews with transparent progress tracking
Frequently Asked Questions
Common questions about mortgage brokers
What is the best CRM for mortgage brokers?
The best CRM for mortgage brokers combines a secure client portal, automated document collection, pipeline tracking from DIP to completion, and FCA-friendly audit logs. HaloTasker gives you all of this with full white-label branding so your clients only ever see your firm's name and logo.
Is HaloTasker compliant with FCA requirements?
HaloTasker provides a complete, timestamped audit trail of every client interaction, document upload and approval — exactly what's needed for FCA file reviews. Data is encrypted in transit and at rest, and access controls let you restrict who can see what.
Can clients upload documents from their phone?
Yes. Clients receive a branded link, log in to your portal on any device, and upload photos or PDFs of ID, payslips and bank statements directly. No app download required.
How long does it take to set up?
Most mortgage brokerages are live within a day. Upload your logo, set your colours, connect your domain, and import your client list — your branded portal is ready to send to clients immediately.
Can I track procuration fees and commissions?
Yes. HaloTasker tracks expected vs received procuration fees per lender, flags slow payers, and gives you forecasted cash flow so you always know where your income stands.
