What is a bridging CRM?

A bridging CRM manages the client, the deal, the exit, the sourcing, the advice and the conditions of a bridging loan in one place. Archway treats bridging as its own product type, with its own data and stages, rather than a first-charge mortgage record with extra fields.

Does Archway handle regulated and unregulated bridging?

Yes. Each case records whether it is regulated or unregulated, first or second charge, open or closed, and who the borrower is, from individuals to companies and SPVs. The case then asks for what that type of bridge needs: affordability, the product illustration and a suitability letter for regulated bridging, or a business-purpose declaration and checks on every borrower and guarantor for unregulated deals.

What changes for auction and refurbishment bridges?

For auction purchases, the completion deadline counts down on the case and every condition is ordered by the time it needs. For refurbishment, the day-one value, the value after works and the schedule of works sit together, with the exit tied to the value after works.

How does Archway handle the exit strategy?

The exit strategy and a fallback exit are part of the case, not a note at the bottom. Archway prompts for a fallback when one is missing, keeps both in the suitability letter, and keeps the term end on the case so the exit is followed through.

Can Archway source bridging products?

Yes. Start with a quick quote from the loan, property value and term, then run full quotes on the same case once the purpose, exit and interest treatment are in. Results are compared side by side on monthly rate, LTV, fees and net advance, and every quote stays on the case. Which lender connections are live depends on the lender, so we confirm them for your firm in the demo.

Does Archway write the suitability letter?

No. The letter is generated from your firm’s verified, editable template, with case details inserted as data chips. The adviser edits it in a rich text editor. Built-in AI can help refine wording, but it never writes the letter.

Can we manage development finance as well?

Development finance cases sit alongside bridging on the same pipeline, with the facility amount shown on each case, so your whole specialist book is in one place.

Does Archway make the recommendation?

No. Archway organises the deal and keeps the record. The adviser assesses suitability, makes the recommendation and approves anything that goes to a lender.

Bridging case management, built from the ground up.

Q: How is Archway different from CRMs that offer bridging?

Most CRMs add bridging to a residential mortgage record as a product type with a few extra fields. Archway was built for bridging from the ground up, with its own case data, stages, exit planning, quick and full quoting, and compliance handling for each type of bridge.

Archway runs bridging as its own product, not a mortgage record with extra fields. Capture the deal and the exit, compare products, draft the suitability letter from your template and clear every condition to completion, all on one case your whole team can see.

Book a bridging demo See the journey

Liam O’Connor · Bridging

Unregulated1st chargeOpenCompanyAuction

Underwriting

Loan

£420,000

Gross LTV

65.6%

Term

12 months

Monthly rate

0.79%

Exit

Exit strategy

Sale of the property within 9 months

Fallback exit

Refinance onto a buy-to-let mortgage

Conditions

Valuation instructed
Legal pack reviewed
Auction completion in 21 days

Next: chase the solicitor for the completion statement

Sample case data.

Built in, not bolted on

Most CRMs bolt bridging on. We built it in.

Other CRMs treat bridging as a residential mortgage with a different product type: a dropdown, a few extra fields, and the real work left in spreadsheets and lender portals. Archway was built for bridging from the ground up, with its own data, stages, quoting and compliance.

Bridging bolted on

A mortgage record with a bridging product type
Exit strategy kept in a free-text note, if at all
Quotes run in lender portals and pasted back in
The same compliance checklist for every bridge
Auction deadlines and works tracked in spreadsheets

Bridging built in, with Archway

A bridging case with its own data, stages and statuses
Exit strategy and a fallback exit built into the case
Quick quotes and full quotes run from the case itself
Compliance shaped to each type of bridge from the start
Deadlines, works and conditions tracked as actions

Built for the broker

Every stage of a bridge, in the order you work it.

Bridging moves fast and turns on details. Archway starts each stage with what the last one captured, so nothing is rekeyed and anyone on the team can pick up the deal and know exactly where it stands.

01
Deal structure
Capture the deal properly.
Regulated or unregulated, first or second charge, open or closed, and who is borrowing, from individuals to SPVs.
02
Exit strategy
Plan the way out first.
Record the exit and a fallback before you recommend anything, so the case is built around repayment.
03
Sourcing
Compare products like for like.
Monthly rate, interest treatment, fees and LTV side by side, against the deal you have captured.
04
Suitability letter
Draft from your template.
The deal, product and exit drop into your firm’s verified template, ready for the adviser to edit.
05
Underwriting
Clear every condition.
Valuation, legal pack, title and lender conditions tracked as actions with an owner and a date.
06
Completion and exit
Follow it through to repayment.
The term end and exit stay on the case, so the next conversation with the client starts on time.

Every detail a deal turns on

Bridging data, not mortgage fields.

Each bridging case records the details that decide the deal, and shows them on the pipeline so your team can see a case’s shape at a glance.

Regulation: Regulated or unregulated
Charge: First or second charge
Bridge type: Open or closed
Borrower: Individual, company or SPV
Purpose: Purchase, auction, refurbishment or refinance
Exit: Exit strategy and a fallback exit

The Archway cases board with bridging cases showing loan, LTV, regulated or unregulated, charge, open or closed, borrower and purpose, alongside second charge and development finance

Every bridging case type

Every bridge, smooth from the first call.

Regulated or unregulated, auction, refurbishment, second charge or SPV: Archway has handling built in for every type of bridging case. Compliance is shaped to the deal from the get-go, so the case asks for exactly what it needs and the file is right first time. You stop chasing checklists and spend your time on the case and the relationships that bring the next one.

Secured on a home the borrower or their family lives in

Advised like the regulated mortgage it is.

What the case asks for and keeps:

Needs, circumstances and affordability captured in the fact find
The exit and a fallback exit recorded before you recommend
The product illustration kept with the case
Vulnerability and the client’s understanding noted on the file
Suitability letter drafted from your regulated template
Adviser sign-off before anything goes to a lender

FCA regulated

Regulated bridging falls under the FCA’s mortgage rules. Archway gives each requirement a place on the case; your firm stays responsible for the advice.

Open or closed?

On a closed bridge the confirmed exit date sets the timeline. On an open bridge, Archway asks for a fallback exit as well, so the case always has a plan B.

Archway supports your firm’s controls. It doesn’t replace adviser judgement or guarantee compliance.

Sample quotes for illustration. Lender availability is confirmed in your demo.

Quick quote and full quote

Quote on the first call. Firm it up on the same case.

Run a quick quote with lenders such as HTB, Shawbrook and MT Finance from just the loan, the property value and the term, while the client is still on the phone. When the deal and the exit are in, run full quotes on the same case. Nothing is rekeyed and nothing is lost between the two.

Quick quote: Indicative results from three details, so you can tell the client what’s possible straight away.
Full quote: Purpose, exit and interest treatment added, with net advance and fees to compare like for like.

Retained, rolled or serviced interest shown clearly
Every quote saved with the case for later review
The chosen product carried into the suitability letter

Suitability letter

A bridging letter that already knows the deal.

The loan, term, product, exit strategy and fallback exit drop into your firm’s verified template, so the adviser starts from a near-complete draft instead of a blank page.

Your firm’s verified template
Letters start from a template your compliance team has approved, not from a blank page or a prompt.
The deal drops straight in
Loan, term, property, product, exit strategy and fallback exit insert as data chips from the case.
Every line stays editable
The adviser finishes the letter in a rich text editor and owns the wording that goes on file.
AI that helps you edit
Built-in AI can suggest clearer phrasing while you work. It never writes the letter.

Suitability letter

Bridging template · live case data

Template verified

Bridging recommendation

Dear Client name,

You asked us to arrange a bridging loan of Loan amount overTerm to fund the Loan purpose ofProperty address.

We recommend Selected product at Monthly rate with interestInterest treatment. You plan to repay it by Exit strategy. If that is delayed, your fallback is Fallback exit.

AI can help you edit. It never writes the letter.

Adviser edit

Bridging reporting

See your whole bridging book at a glance.

Pipeline value, LTV, time to completion and the exits behind every live case, so you know where the book stands and where it needs attention.

Live bridging pipeline

£0.00m

↗ 0%over the last 12 months

Quarter12 months

NovDecJanFebMarAprMayJunJulAugSepOct

Average loan to value

0.0%

Across 11 live cases, gross of fees

Days to completion

↘ 7 days

0avg

Cases with a confirmed exit

0 of 11

Exits with a fallback recorded

0 of 9

Valuations instructed

0 of 11

Sample data.

The broker stays in control

Fast deals, with a file that stands up.

Bridging is quick, but the record still has to show why the loan was right, why it is or isn’t regulated, and how it will be repaid. Archway keeps those decisions on the case as they happen, so a file review never starts with a hunt for evidence.

A stronger bridging file

Decisions kept in context.

Exit strategy and fallback exit recorded before a recommendation
Sourcing comparison and the selected product preserved on the case
Valuation, legal and title progress visible to the whole team
Lender conditions turned into actions with an owner and a date
Adviser approval required before anything reaches a lender
A full audit trail of who changed what, and when

Bridging CRM questions

Clear answers for bridging brokers.

We’ll confirm which lender connections are live for your firm during the demo. Working across second charge too? See our second charge CRM.

Built for bridging brokers

Bring us a live deal. We’ll run it in Archway.

Show us how your bridging cases move today, from enquiry to exit, and we’ll walk the same deal through Archway on the screens your team would use.

Book a bridging demo

Bridging case management, built from the ground up.

Most CRMs bolt bridging on. We built it in.

Every stage of a bridge, in the order you work it.

Capture the deal properly.

Plan the way out first.

Compare products like for like.

Draft from your template.

Clear every condition.

Follow it through to repayment.