Mortgage Tech · Adigiit Product
The CRM built for
UK mortgage advisors.
Full client lifecycle from lead capture to case completion. Mortgage-specific workflows, FCA-compliant suitability reports in under 10 seconds, and white-label branding for every brokerage.
The problem
Faro CRM is built end-to-end for the mortgage advice process — not adapted from a generic CRM. Every field, workflow, and report reflects how UK mortgage advisors actually work.
12 modules
One platform covering the full advice lifecycle — no integrations to bolt on, no gaps to work around.
Pipeline
Visual drag-and-drop pipeline to move prospects from first contact to conversion. Every lead tracked in one place — no more chasing notes across emails.
Cases
Convert a lead to a client in one click. Structured fact-find sections capture income, expenditure, property details, and client circumstances — all in a mortgage-native format.
Calendar
Track appointments, review meetings, and case milestones. Each calendar entry links directly to the relevant client or case, so context is always one click away.
Suitability
Generate FCA-compliant suitability reports from your own DOCX templates in under 10 seconds. A built-in rules engine populates every section from the case data already on file.
Documents
Secure per-case document storage with automatic virus scanning on every upload. Files are organised by case, accessible with time-limited secure links, and never mixed between tenants.
Compliance
Faro is built around FCA Consumer Duty obligations — not retrofitted. Every read and write of personal or financial data is logged automatically, so your audit trail builds itself.
Tasks
Assign tasks to any team member with a priority level and due date. The notification bell keeps everyone informed — no more missed follow-ups or chasing colleagues over email.
11 pre-built transactional email templates per brokerage — welcome emails, document requests, appointment reminders, case updates. Edit and test-send directly from the admin panel.
Reporting
Live KPI cards, pipeline funnel charts, and advisor performance metrics — refreshed automatically every 5–15 minutes. Managers get a real-time view of practice performance without asking for updates.
Rates
Maintain a searchable rate product database within Faro. The system automatically surfaces the most applicable rates for each case based on LTV, sorted by best rate — no manual searching.
Branding
Every brokerage gets their own logo, brand colours, and fonts throughout the app. Support for custom domains means clients see your brand — not ours — from the moment they log in.
Architecture
Each brokerage's data is completely separated at the database layer — not just in application logic. Row-level security enforced in PostgreSQL means one tenant can never see another's data, under any circumstances.
Built for compliance
Consumer Duty, GDPR, and the FCA's data requirements aren't bolt-ons in Faro — they're baked into the architecture. Your audit trail builds itself while your advisors focus on clients.
Every client interaction, advice record, and case decision is logged with a full timestamp and user attribution. When the regulator asks for evidence of good outcomes, Faro gives you the records to prove it — immediately, not after a frantic spreadsheet audit.
All data is stored within the UK. Sensitive personal and financial fields are encrypted at the field level — not just the database. Clients can be fully deleted in compliance with right-to-erasure requests, with no data orphaned in related records.
Every read and write of personal or financial data generates an audit entry that cannot be altered or deleted. The log records what changed, who made the change, and when — giving your compliance officer a complete, tamper-proof history.
Row-level security is enforced in the database itself, not just in application code. This means even a software bug or misconfiguration cannot expose one brokerage's data to another. Tenant isolation is a structural guarantee, not a promise.
Who it's for
Independent Advisors
You write all your own advice and carry full compliance responsibility. Faro handles the admin — from first enquiry through to suitability report — so you spend more time with clients and less time on paperwork.
Brokerages & Networks
You have multiple advisors, a compliance function, and a brand to protect. Faro gives your principal oversight of every case and every advisor — with white-label branding so clients see your firm throughout.
Pricing
Faro is in early access. Pricing is per-seat and billed monthly — no annual lock-ins, no per-case fees. Book a demo and we'll walk you through the plan that fits your practice.
Solo
Advisor
For independent mortgage advisors working alone or as an appointed representative.
Most popular
Practice
For growing brokerages with multiple advisors and a compliance function to manage.
Enterprise
Network
For multi-branch brokerages, networks, or firms that need white-label and custom infrastructure.
Under the hood
Faro is built by the same engineering team that delivers production software for Adigiit's clients — with the same standards for performance, security, and reliability. It runs in Docker, deploys to any cloud or VPS, and is built to grow with your practice.
See Faro in action
Book a live demo and we'll walk through your specific workflow — lead capture, case management, suitability reports, and compliance setup. No slides. No sales pitch. Just the product.