For Mortgage Advisors & Brokers

Your clients arrive prepared.
You close more.

Kivo pre-qualifies your clients before they ever pick up the phone. They arrive with a readiness score, a financial profile, and a clear understanding of where they stand — so you spend zero time on the basics and more time on the deal.

Request a Demo See Pricing

40%

Less time on initial fact-finds

3×

More qualified conversations

£0

Per referral — flat fee only

Client Pipeline

4 ready to progress

Sophie Lewis

First-time buyer · Manchester

Excellent

Marcus & Kim Park

Remortgage · Birmingham

Good

Priya Nair

Self-employed · London

Good

James Thompson

Moving home · Leeds

Improving

All clients have consented to share their data

What you get

Everything you need to work smarter

Kivo gives your firm a powerful set of tools — all under your brand.

📋

Pre-qualified Client Profiles

Every client arrives with a full financial profile — income, spending, deposit, credit summary — already assembled. Your first call is productive from minute one.

🏷️

White-Label Platform

Add your firm's name, logo, and colours. Clients interact with "your" tool — powered by Kivo behind the scenes. Strengthen your brand, not ours.

📊

Advisor Dashboard

See all your clients in one place — their scores, readiness status, and progress over time. Prioritise who to follow up with and spot opportunities early.

🔔

Smart Alerts

Get notified when a client's score crosses a key threshold, or when their financial picture changes significantly. Reach out at exactly the right moment.

🤝

Consent-First Data Sharing

Every client explicitly consents to sharing their Kivo data with you. GDPR-compliant data handling built in — no extra paperwork for your compliance team.

⚡

API Integration

Connect Kivo to your existing CRM via our API. Client data flows directly into your workflow — no double-entry, no copy-pasting between systems.

How it works

Up and running in a day

No lengthy onboarding. No IT department needed. You can be live within 24 hours.

Create your account and add your firm's logo, colours, and contact details. Takes 15 minutes.

Share your link

Send new and existing clients your branded Kivo link via email, WhatsApp, or embed it on your website.

Clients complete their check

Clients do their Kivo Check and optionally connect their bank. Takes them 2–5 minutes.

You get a full profile

Their score, financial summary, and readiness report lands in your dashboard. Start the real conversation.

What advisors say

Trusted by brokers across the UK

★★★★★

"Before Kivo, I'd spend the first 30 minutes of every client call just finding out if they could even qualify. Now they arrive knowing their score, their strengths, and what to work on. It's transformed how I work."

Rachel Thompson

Independent Mortgage Advisor, London

★★★★★

"The white-label feature is genuinely excellent. My clients think it's our own tool. It's helped us look more professional and tech-forward, and the quality of the leads has improved noticeably."

David Walsh

Director, Walsh Mortgage Services, Manchester

Pricing

Simple, transparent pricing

Flat monthly fee. Unlimited clients. No referral commissions, no hidden costs.

Starter

For sole traders and new advisors just getting started.

£49 / month

+ VAT · Cancel anytime

✓Up to 25 active clients

✓Branded client link

✓Full client profiles & scores

✓Email alerts

–White-label branding

–API access

–Priority support

Get Started

Book a free demo

We'll walk you through the platform, answer your questions, and set you up with a free trial. No obligation.