Game-Changing Solution for

Mortgage Brokers

Insurance Brokers

Mortgage Brokerage

Insurance Brokerage

Mortgage Brokers

Streamline Your Business Growth Effortlessly

Supercharge your Brokerage with MI-Connect 360; loaded with proven automations, templates, funnels, and tools to boost your online reputation, referrals and much more!

Your engine to help you kickstart, grow & scale your business the right way.

Optimise Time

Minimise Cost

Scale Up

Boost Profits

As a busy mortgage or insurance broker or even an owner with many responsibilities, we know its hard to juggle and wear many hats. That's why we created a solution just for you - to simplify your business goals and help you achieve the lifestyle you want.

Powering Industry Leaders

Time Efficient

Automate tasks that take up your day. Save at least 15 hours per week to prospecting and closing deals.

Streamline Operations

Our solutions simplify tough tasks, helping brokers to manage their business operations and save money.

Scalable Growth

We support your growth by giving you the tools to grow pain-free, reach new customers, and be more profitable.

Client-Centred Innovation

Brokers have challenges and we get it. We are committed build features, that improve broker and client experience.

Build Relationships

We value building and maintaining strong relationships, both between our business and its customers and between brokers and their clients. Our tools enhance communication and personal interactions.

Your Business, on Autopilot.

We automate everything from getting leads to converting them to paying clients.

Building your online reputation and boosting referrals. Our custom workflows handle boring tasks, freeing you up to focus on what matters most: increasing your sales, scaling efficiently and boosting your profits!

Stop being stuck in the trenches - Elevate your business to the next level with MI-Connect 360 - Your Secret Weapon for Success

Innovate and Inspire:

Automation on Steroids

Automate repetitive tasks like client follow-ups to free up your valuable time to focus on spending more time on working on high value activities and minimising operational headaches.

Lead Capture & Nurturing Mastery

Efficiently convert prospects into clients using our seamless lead capture and nurturing tools designed for optimal conversion.

High-Converting Landing Pages

Transform your traffic into leads and sales with our easy-to-use landing page builder. Capture attention and drive action, all without any coding.

Precision Email/SMS Campaigns

Harness email marketing strategies that speak directly to your audience, driving them to engage and convert.

Social Media Supercharge

Unlock your social media presence and turn followers into loyal clients. Amplify your brand with optimised management tools and boost your creativity with Content AI.

Ready to elevate your Mortgage & Insurance business to new heights?

Reclaim valuable time, nurture and convert every lead the right way, and build a business that thrives.

Run Your Brokerage from one place

Replace all your marketing and sales tools with game-changing benefits of MI-Connect 360 for Mortgage & Insurance Brokers

Built-in customisation

A tailored CRM for Mortgage & Insurance Brokers to save you considerable time, enabling you to use the software right away! You don't need to be a tech expert to find your way around.

Workflow Automation

The platform has the capability to handle repetitive tasks that revolve in brokers daily sales cycle automatically, resulting in a saving you time to focus on what matters most.

Fully Automated Lead Bookings

Schedule appointments effortlessly by having leads and prospects automatically booked to your calendar, without any hassle.

Manage your Workflow & Pipeline

Using our integrated Kanban Pipeline Management functionality, you can track your leads and their position within the Mortgage & Insurance sales funnel.

Convert New Leads to paying clients

Offers brokers a comprehensive platform with a robust Page Builder designed for lead generation. Allowing you to manage leads until they are qualified to get into your service.

Omni-Channel Communication

Stop checking multiple platforms all day and getting confused.
You can now centralise all your inbound messages and leads in one place, from various sources including social media, emails, texts and WhatsApp. 

Brand & Marketing Visibility

Struggling to get prospects to your services? You can now enhance your online presence effortlessly by scheduling and posting across major platforms like Facebook, Instagram, LinkedIn, TikTok, and Twitter with ease.

Dynamic Funnels and Landing Pages

Produce high-converting funnels, and irresistible landing pages effortlessly. Can select from a variety of templates or unleash your creativity by starting from scratch and watch as your conversions soar!

Email / SMS Marketing

MI-Connect360 CRM's email marketing tools allows you can design captivating email/SMS campaigns to nurture leads from the top of the funnel, leverage our time-tested templates, or employ our advanced AI to generate content for you. It's truly cutting-edge technology!

Power of AI Integration

With MI-Connect360 you can tap into the dynamic capabilities of Artificial Intelligence (AI) and Machine Learning to revolutionise your client interactions.

Phone Dialler

Take advantage of the platform's built-in phone system to for outbound & inbound calls. Offering you greater convenience and efficiency.

Two-Way Text Messaging

Advisors can participate in genuine conversations with their leads. With MI-Connect360, access an exclusive two-way text messaging function to significantly boost engagement with ability to customise your messaging and enhance lead conversions.

Reviews Management

Enhance your Google Reviews with cutting-edge Reputation Management features. It streamlines in gathering and engaging with your reviews.

Invoicing & Payments

Streamline invoicing and payments with seamless integration to both Stripe and PayPal. Say goodbye to hassle as payments seamlessly flow into your bookkeeping system.

Management Information Reports

Our dashboard provides a comprehensive summary of lead distribution and revenue generated across different stages.

Streamline Operations

Cut Costs

Scale Efficiently

Your All-in-One Solutions

Connects with the tools you're already using

PRICING

Choose Your Plan

Essential Plan

£197/m

Yearly plan ( 2 months free)

  • 24/7 Live Support Agent + Support Library

  • Centralised Client Management, visual sales pipelines for deal tracking)

  • Automated follow-ups to nurture leads and retain clients

  • Pre-built templates for Mortgage & Protection Sales Funnels (with Lead Magnets)

  • High-converting Landing page and funnel builders.

  • Website Chat Widget Service

  • Email Marketing & Campaigns

  • Integrated Calendar Booking System (Round-robin scheduling for teams)

  • Automated appointment reminders via SMS/Email

  • Automated Google Review requests after service to boost visibility

  • Social Media Scheduling & Posting (Facebook Instagram, LinkedIn, TikTok)

  • Custom Dashboards to Track KPIs and for Management Information Reports

  • Document Signing

  • Integrated with AI for Reviews, Content, Conversations

  • 2-Way SMS Marketing

  • Integrated with Facebook & Instagram Messenger

  • Integrates with WhatsApp and more

No contracts - cancel anytime

Starter

£197/mo

no contracts, billed monthly

  • up to 3 Users

  • 24/7 Live Account Support

  • 24/7 Support Library

  • CRM (unlimited contacts)

  • Mortgage Sales Pipeline

  • Insurance Sales Pipeline

  • Website Chatbot

  • Pre-built Automation

  • Social Media Marketing Management

  • Email/SMS Marketing

  • Funnel & landing Page Builder

  • Full Suite of Business & System Management Tools

  • AI Powered Google Review Management

  • + More

Growth

£397/mo

no contracts, billed monthly

  • up to 10 Users

  • 24/7 Live Account Support

  • 24/7 Support Library

  • CRM (unlimited contacts)

  • Mortgage Sales Pipeline

  • Insurance Sales Pipeline

  • Website Chatbot

  • Pre-built Automation

  • Social Media Marketing Management

  • Email/SMS marketing

  • Funnel & Landing Page Builder

  • Full Suite of Business & System Management Tools

  • AI Powered Google Review Management

  • + More

Enterprise

£697/mo

no contracts, billed monthly

  • Unlimited Users

  • 24/7 Live Account Support

  • 24/7 Support Library

  • CRM (unlimited contacts)

  • Mortgage Sales Pipeline

  • Insurance Sales Pipeline

  • Website Chatbot

  • Pre-built Automation

  • Social Media Marketing Management

  • Email/SMS Marketing

  • Funnel & Landing Page Builder

  • Full Suite of Business & System Management Tools

  • AI Powered Google Review Management

  • + More

FAQ

Who can I contact for support?

MI-Connect360 offers 24/7 account support. You can reach agents 24/7 by email or live chat for any technical or user-related questions.

Am I tied into a contract? How does the subscription work?

You can subscribe without any strings attached—there’s no fixed contracts, so you can cancel anytime you want.

Are there any set-up fees?

Costs depend on your setup and operation size. We usually charge a one-time setup fee and a monthly retainer starting at £197/month.

Can I customise the software to suit my brokerage’s circumstances?

Absolutely! This would fall under our Done For You (DFY) package, we can understand your needs & circumstances on our onboarding call and can tailor the system to ensure you are maximising the efficiency of your business operations.

Are there any other monthly costs involved besides the subscription?

Your subscription comes with a £10 complimentary credit to help cover usage costs like outbound calls, texts, and emails. Just a heads up—there might be additional fees for extra usage, but we'll make sure you know all the details before you use the service.

Is the software GDPR Compliant?

MI-Connect360 implements robust security protocols, such as GDPR compliance, data encryption, and secure server infrastructure, to ensure the protection of user and client information.

Can I use this tool with my mortgage network?

We work with many brokers from different networks. We meet most network rules and offer more than just a CRM system. Please book a call to discuss this with us.