01
Case management
Keep every enquiry, client, mortgage case, task and next action organised in one visible pipeline.
The Archway platform
One connected platform for every mortgage journey.
Archway brings your clients, cases, people and processes together—from first enquiry and fact find to sourcing, submission, completion and future retention.
One client record
Three connected portals
Adviser-controlled decisions
Built for UK mortgage firms
A joined-up CRM
Everything your team needs, connected around the client.
Stop rebuilding the same case across separate tools. Archway keeps the work, communication and evidence together so everyone can understand what has happened and what needs to happen next.
02
Sourcing & affordability
Move from client circumstances to quick quotes, full quotes and product comparisons without starting again.
03
Lender submissions
Carry approved case data into connected lender journeys and reduce repetitive manual entry.
04
Documents & e-signatures
Collect, prepare, share and sign documents securely while keeping the complete case record together.
05
Email & SMS
Keep client communication close to the case so your team can see what was sent and what happens next.
06
Compliance by design
Support suitability, oversight and a reliable audit trail without separating compliance from the workflow.
Purpose-built product type
Explore Archway for second charge mortgages
Quick quoting, full sourcing, product comparison and connected lender submissions in one journey.
One continuous journey
Capture once. Progress together. Place with confidence.
Archway is designed around how mortgage work actually moves—not around a collection of disconnected features. Information follows the case while the broker stays in control of recommendations and submissions.
01Capture
Bring every opportunity into one place.
Leads can arrive through your team, an introducer or the client portal. Archway creates a clear record, routes ownership and makes the next action visible.
- Introducer referrals
- Client onboarding
- Lead ownership
02Progress
Move the case forward as one team.
Fact finds, AML and ID checks, documents, tasks, notes and communications stay connected around the same client and case.
- Structured fact finds
- Tasks and workflows
- Secure documents
03Place
Source, recommend and submit with context.
Compare products, prepare suitability documents and submit on the broker’s instruction while keeping the supporting evidence in one audit trail.
- Quick and full quotes
- Suitability support
- Approved submissions
The complete client picture
Every detail in focus. Every next step clear.
Open one client record and understand the relationship without searching across inboxes, folders or spreadsheets. Cases, conversations, documents and activity stay connected as the journey develops.
One living client record
Keep personal details, circumstances and every related mortgage case together over time.
An action-ready workspace
See ownership, outstanding tasks, key dates and the next action without opening every case.
A complete communication trail
Give authorised team members the context they need from emails, SMS, notes and documents.
Client
Single record
Item 1Team
Clear ownership
Item 2History
Always visible
Item 3The right view for every person
Three portals. One shared source of truth.
Each person gets an experience suited to their role, while your firm keeps the complete mortgage journey connected and visible.
For advisers and case managers
Broker Portal
A complete working view of every client, case, task and conversation—with the controls your team needs to progress business confidently.
- Pipeline and caseload visibility
- Sourcing, documents and submissions
- Team roles, tasks and oversight
For your referral partners
Introducer Portal
Give introducers a professional, secure way to send better-qualified opportunities and follow progress without chasing your team.
- Structured lead submission
- Supporting information and documents
- Appropriate progress visibility
For mortgage applicants
Client Portal
Create a calmer client journey for completing information, sharing documents, signing forms and staying informed from any device.
- Guided digital fact find
- Secure messages and uploads
- E-signatures and case updates
Control and accountability
Technology that supports advice. It does not replace it.
Archway can organise information, surface context and help prepare documents, but the broker remains responsible for suitability, the final recommendation and every application submitted to a lender.
Data and security
Built for sensitive mortgage data.
- UK-hosted production data in London
- Encryption in transit and at rest
- Multi-factor authentication and role-based access
- Audit logs, backups and incident response controls
- No customer data used to train AI models
- No solely automated decisions about applicants
Product questions
What firms want to know before a demo.
Archway is in private alpha and is being shaped with UK mortgage professionals.
Archway is designed for UK mortgage brokerages, directly authorised firms, appointed representatives, networks, introducers, advisers and case managers. The configuration can reflect different team structures and workflows.
Yes. Archway includes separate client and introducer portals, giving each user a secure, role-appropriate experience while keeping information connected to the brokerage’s central case record.
No. Archway can display and sort sourcing results, including by rate or payment, and can help prepare suitability documents. The broker remains responsible for assessing suitability, making the final recommendation and approving every lender submission.
Yes. Archway is being built with dedicated second charge product and case management, including quick and full quoting, product comparison and connected lender submission journeys where integrations are available.
See Archway in context
Bring us your current mortgage workflow.
We will show you how Archway can connect your team, clients and introducers—and where your firm could remove unnecessary admin.