Built by a brokerage, for brokerages

The CRM for mortgage brokers — so no lead ever goes cold.

Nurtivly captures every enquiry, nurtures it automatically, and walks your clients from first contact to completion — pipelines, follow-ups, booking and compliance in one place.

No setup fees UK-based support We migrate your data
Pipeline
38 completions / mo
JM

James & Mia

New enquiry

First-time buyer · 2m ago

PR

Priya Raman

Nurturing

Auto follow-up #3 sent

TC

Tom Clarke

Booked

Fact-find Thu 10:00

AH

The Ahmeds

Completed

£284,000 · remortgage

Built & battle-tested inside Belle Maison Mortgages

Runs a live UK brokerage

Every follow-up automated

UK-based human support

We migrate your data for you

The cost of a slow follow-up

Most enquiries don’t fail on the rate. They fail because no one followed up.

Leads go cold in the gap

An enquiry comes in at 9pm. By the time anyone replies, they’ve booked with the broker who answered first.

Chasing eats your day

Manual texts, “just following up” emails, sticky notes. The admin grows faster than the pipeline.

Your tools don’t talk

A form here, a spreadsheet there, a calendar somewhere else. Nothing joins up, so things fall through.

Everything in one place

Run your whole client journey from a single screen

Nurtivly replaces the patchwork of forms, spreadsheets and reminder apps with one system built around how a mortgage actually gets done.

Capture every lead into a visual pipeline

Web forms, portals and ad enquiries drop straight into your pipeline and trigger an instant first response. Drag a client from New to Completed and watch nothing slip between the stages.

New Contacted Fact-find DIP Offer Completed

Nurture that runs itself

Multi-step SMS, email and WhatsApp journeys keep every lead warm — triggered the moment they enquire, paused the second they reply.

From Belle Maison’s own playbooks

One inbox for every channel

Calls, texts, emails, WhatsApp and web chat land in a single thread per client. Whoever picks it up sees the whole story.

Online booking & fact-finds

Clients self-book into the right adviser’s diary and complete the fact-find before the call — no phone tag.

AI conversation assistant

Answers first-touch questions, qualifies the enquiry and books the appointment, day or night.

Pipeline reporting

See conversion by source, adviser and stage — and exactly where deals stall — without building a spreadsheet.

How Nurtivly works

Watch a cold enquiry grow into a completion.

  1. 01 step 01

    Capture

    Enquiries from your site, portals and ads drop straight into Nurtivly and get an instant, personal first reply.

  2. 02 step 02

    Nurture

    Automated SMS, email and WhatsApp journeys keep every lead warm and moving — without you lifting a finger.

  3. 03 step 03

    Complete

    You turn up to warm, booked appointments with the fact-find already done. More cases, less chasing.

Why Nurtivly

Not another generic CRM you have to bend to fit.

Nurtivly wasn’t built in a lab. It runs Belle Maison Mortgages every single day — the same pipelines, follow-ups and compliance steps a UK broker actually needs. So instead of months of setup, you start with a system that already knows how a mortgage gets done.

UK-based & FCA-aware Live in days, not months Your branding, your domain
A generic CRM
Nurtivly
Built for any business — you do the mortgage setup
Pre-built for the mortgage journey out of the box
You wire up your own automations
Proven nurture journeys, live on day one
Offshore ticket support
UK-based people who understand broking
You migrate your own data
We move your contacts and pipeline for you
Per-seat pricing that punishes growth
Simple, predictable per-adviser pricing

Book a demo

See Nurtivly running on your own pipeline.

Simple, predictable pricing per adviser — we’ll put a figure to it on the call once we know your team size. No tiers to decode, no surprises.

  • A 20-minute walkthrough, tailored to your firm
  • Straight, per-adviser pricing — no setup fees
  • We migrate your existing data for you
  • Cancel any time — no long lock-ins

We’ll only use your details to arrange the demo.

Questions

The things brokers ask us first

Still wondering something? The demo is the fastest way to get a straight answer for your firm.

Book a demo
Do I need to be technical to use Nurtivly?

No. We set everything up for you — pipelines, automations and templates arrive ready to go. If you can use email and a calendar, you can run your day in Nurtivly.

Will you move my existing contacts and pipeline across?

Yes. Migration is part of onboarding. We bring your contacts, deals and history over so you’re not starting from a blank screen, and nothing gets lost in the switch.

How long until we’re up and running?

Most firms are live within days, not months — because the mortgage-specific setup is already done. We tailor it to your firm on a short onboarding call.

Is my client data secure and GDPR-compliant?

Your data is encrypted, hosted securely and never sold. You control who on your team sees what, and you can export or delete records at any time.

What does it cost?

Simple, predictable pricing per adviser — no setup fees and no long lock-ins. We’ll give you an exact figure on the demo once we know your team size.

Can I keep my own branding?

Absolutely. Nurtivly runs under your firm’s name, colours and domain, so your clients only ever see you.