Street.co.uk Mortgage CRM Software: Features, Benefits, and Implementation

What Is Street.co.uk Mortgage CRM?

Street.co.uk's mortgage CRM is a cloud‑based platform designed to streamline mortgage brokerage workflows. It combines customer relationship management with loan origination, compliance tracking, and reporting, all accessible from a single dashboard.

Key Features

• Lead Management – Capture leads from multiple channels, score them, and assign to advisers.
• Document Automation – Generate, store, and e‑sign standard mortgage documents.
• Compliance Tracker – Built‑in checks for regulatory requirements such as FCA, GDPR, and ERE.
• Integration Hub – Connect with lenders, credit bureaus, and payment processors via API.
• Analytics & Reporting – Real‑time dashboards on loan pipeline, conversion rates, and adviser performance.

How It Improves Workflow

By centralizing data, the platform reduces duplicate entry and manual errors. Advisers can view a borrower's full history, from initial enquiry to funding, in a single record. Automated reminders trigger when a document is missing or a regulatory checkpoint is due, keeping the process on track.

Pricing and Licensing Models

Street.co.uk offers tiered plans based on user count and feature access:

Implementation Steps

Choosing the Right Plan

Small brokerages with under ten advisers often start on the Starter plan, adding features as growth occurs. Firms with complex lender portfolios or strict regulatory burdens benefit from the Professional tier. Enterprises that require custom data feeds or bespoke reporting typically opt for Enterprise.