Data
Dexter
Populates Fact-Finds from messy bank statements instantly. No more typing what the PDF already says.
Saved1.5 hrs/case
Stop doing data entry.
Go back to advising.
Mortartec is the digital back-office built for the entire brokerage. It runs the heavy admin behind every mortgage and protection case, empowering administrators and case managers to process twice the volume in a single system, while advisers get back to advising. Case prep drops from 7 hours to under 60 minutes.
Built for the whole firm
AdvisersCase managersAdministratorsComplianceDirectors
app.mortartec.com / pipeline
< 60m
Case admin time · down from 7h · target
1 Extra Case
Pays for your entire annual subscription
01Meet the digital workforce
Your new back-office. Six specialists who never sleep, take holiday, or forget the proc fee.
At the top sits Mason, the orchestrator. Mason runs the case end-to-end and delegates to the five specialised agents below. You stay in the driver's seat. They do the admin.
Mason · The orchestrator
The one you talk to. The five agents below answer to him.
Total saved
6h 15m
per case · target
Notetaker
Scribe
Ingests Teams and Meet transcripts and drafts FCA Suitability Letters before the meeting is over.
Target1 hr/case
Ops
Nudge
Politely chases clients for documents. Auto-invoices proc fees the day they land. Quietly relentless.
Target1.5 hrs/case
Compliance
Gandalf
The FCA gatekeeper. Cross-checks addresses, income and affordability before anything leaves your desk.
Target45 mins/case
02Protection · built in, not bolted on
Mortgage and protection, in one system and one client record.
Protection belongs with the mortgage, yet most firms run it on the side and leak revenue. Mortartec captures it on every case and tracks the commission right, including the part everyone gets wrong.
01 · Never miss it
Referred at the right moment
When a mortgage is placed, Mortartec opens a pre-filled protection case and prompts the conversation. Captured while the client is engaged, not chased months later.
Personal & business cover
02 · One view
One pipeline, one set of numbers
Protection runs on the same board, reporting and payment runs as mortgage. See the full value of a client and the firm, not two silos to reconcile at month end.
Shared pipeline & reporting
03Pricing
Priced like a tool. Pays back like a hire.
Four tiers, one system. Every firm starts on the 90 day pilot with Apex features at no cost, then continues on the tier that fits. Prices shown are standard monthly rates. Annual billing is 10% off. Year one pioneer rate: 30% off. Seats carry a 15% discount from the fifth seat onward.
Tier 01
Base
Free
Single adviser CRM with basic trial features.
- Basic CRM & Fact Find
- Manual sourcing engine
- 1 AI case credit (trial)
- Premium API fees and £2.99 property data
1 seat included
Get startedTier 02
Core
£149/ mo
£134 / mo billed annually, 10% offYear one pioneer rate: 30% off
Sleek mortgage OS with whole of market speed.
- Unlimited CRM & Fact Find
- Zero latency whole of market sourcing
- 5 AI case credits / month
- Unlimited AI chat & emails
- Standard API fees and free property data
- 9am to 5pm standard support
Billed per additional seat · 15% off from 5 seats
Get startedTier 03
Apex
£249/ mo
£224 / mo billed annually, 10% offYear one pioneer rate: 30% off
Complete AI case handling and back office automation. This is what the 90 day pilot runs on.
- Everything in Core
- 15 AI case credits / month
- Automated bank statement & payslip extraction
- Unlimited AI chat & emails
- AI meeting transcription bot
- 24/7 priority SLA support
Extra AI cases available on request
15% team discount automatically applied for 5+ seats
Start 90 day pilotTier 04
Enterprise
Custompricing
Networks, mortgage clubs and lender deployments.
- Custom API integrations (BYOL)
- White label branding options
- Dedicated Account Manager
- Centralised billing & admin controls
Volume seat pricing available
Talk to salesCompare tiers in full
All tiers · UK based onboarding · cancel at any time · 90 day pilot, no card required
Pilot programme · Q4 2026
Build the wall once. Run the business on top of it.
We're onboarding brokerages this summer. Start the 90 day pilot and we'll show you exactly how Mortartec cuts case prep from 7 hours to under 60 minutes on one of your real cases.
Start your 90 day pilot
Or email hello@mortartec.com