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"This tool saved me 15 hours a week and my doubled my leads"
"Before using MI-Connect 360, I was drowning in admin work, constantly chasing leads, and struggling to keep up with follow-ups. Since implementing the system, I’ve saved over 15 hours a week, and doubled my leads, and my client retention has never been better. Now, I can focus on closing deals and growing my business instead of wasting time on manual tasks. This tool has completely transformed the way I work!"
- JJ, Mortgage & Insurance Broker
"It’s like having a full-time assistant running my business 24/7"
"I thought automation would make my business feel impersonal—turns out, it did the opposite. MI-Connect 360 follows up instantly, nurtures leads, and keeps my pipeline full - it’s like having a full-time assistant running my business 24/7! We now convert 3x more leads while cutting admin time in half. Instead of chasing cold prospects, I only talk to serious clients who already trust me. My revenue is more consistent, and clients love how responsive I am. Best decision I’ve made for my business!"
- Akshay, Mortgage & Insurance Broker
Turn your website into a lead-generation powerhouse with intelligent automation and real-time engagement, effortlessly capturing and nurturing visitor information to maximise every interaction for growth.
Say goodbye to financial headaches and hello to seamless transactions with our Payments & Invoices feature. Process payments securely via Stripe or PayPal & send professional invoices. Stay organised, get paid faster, and focus on growing your business hassle-free.
Craft custom forms in minutes without any tech hassle. Capture leads, and gather details effortlessly. Create drag-and-drop forms and surveys that make it easy for clients to fill out.
Tired of losing leads and struggling with inefficient tracking?
Our specialised CRM streamlines pipeline management, helping brokers organise leads, monitor progress, and track deal values—all in one place.
Boost productivity, stay organised, and ensure no opportunity slips through the cracks.
Are your outreach efforts failing to resonate with clients?
Build tailored Email/SMS campaigns that resonate with your mortgage and insurance clients to boost engagement and conversion rates. Efficiently monitor and adjust strategies in real time on a single powerful platform, ensuring each message advances to closing deals.
£197/m
Yearly plan available (2 months free)
Supports up to 10 users (additional available upon request)
Suitable for Mortgage & Insurance Brokers
24/7 live support with a comprehensive support library
Done-for-you email & SMS follow-up templates for full sales process
Done-for-you visual sales pipelines
Done-for-you all year round newsletter automations built-in
Automated follow-ups for lead nurturing and client retention
Done-for you for Mortgage & Insurance sales funnels with Lead magnets
Built-in landing pages and funnel builders
Interactive website chat widget service
Full-suite email marketing and campaign tools
Integrated calendar with round-robin team scheduling
Automated SMS/email for booked appointment reminders
Automated Google Review requests & reply
Social media management across multiple platforms
Customisable dashboards for KPI tracking and reports
Secure document collection & signing
AI integration for reviews, content creation, conversations, assistant and more
2-way SMS marketing
Messaging integration with Facebook, Instagram, WhatsApp, and more
No contracts - cancel anytime
MI-Connect360 offers 24/7 Live Account support. You can reach agents 24/7 by email or live chat for any technical or user-related questions. You can also use our support knowledge library to guide you step by step on how to utilise the software.
You can subscribe without any strings attached—No contracts, no lock-ins – you stay because you love it, not because you’re stuck.
Yes, setup costs will be outlined to you on call (depend on your setup and operation size). We usually charge a one-time setup fee and a monthly retainer starting at £197/ month or £1,997/ year (saving you £394, and free for 2 months)
Absolutely! What we have provided is the foundation of what all brokers need, should you wish to customise the automations/ and workflows that is completely up to you. It is your software, you can add/ remove, build & manage the way you want to.
Should you want to be completely hand's off and make use of 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.
Your subscription comes with a monthly $5 complimentary credit to help cover usage costs like outbound calls, texts, emails, and review AI. You will only pay usage fees if you exceed your complimentary allowance per month, the following are the other areas of usage cost in the subscription; (all amounts below are in $):
Making Calls: 0.0147/min
Receiving Calls: 0.0089/min
Text Messages: 0.0083/segment, click here to calculate the number of segments
Email: 0.0007/email
Premium Triggers & Actions: 0.0105/workflow actions
Email Verification: 0.0026/email
Content AI: 0.0945/1000 Words & 0.063/Image
Workflow AI: 0.0315/GPT 4 and 4o execution and 0.0158/ GPT 3.5 & 4o Mini executions
Conversation AI & Voice AI: 0.021/Message and 0.1365/Minute voice call
WhatsApp Conversation: 0.0777/WhatsApp Conversation
Reviews AI: 0.084/review response
Funnel AI: 1.0395/funnelAI
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.
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.