A mortgage and protection CRM, built in Lovable, that the whole team runs on
Amber CRM is where Fees Free Mortgages' advisers run every case, with their pipeline and commission, each customer and their applicants, three Kanban workflows from the first card to completion, and tasks. We built all of it in Lovable, connected to Xero for the finance side.
- Client
- Fees Free Mortgages
- Built
- Amber CRM
- Built in
- Lovable
- Connected to
- Xero
Every case has two products, several people and a lender's clock.
The problem. Fees Free Mortgages is a whole-of-market mortgage and protection broker that charges no broker fee, with a dedicated adviser on every case. A case runs from the first conversation through research, an agreement in principle, the full application, the offer and exchange to completion, and protection runs alongside it. The team needs to see where every case stands, what it is worth and what is due next.
The approach. We built Amber CRM in Lovable around that journey. The dashboard opens on each adviser's pipeline and commission and the queues that need a person; each customer holds their applicants, fact find, cards, notes, tasks and documents; and three Kanban workflows carry mortgage, protection and existing-client cases from stage to stage.
Amber CRM's dashboard, rebuilt with invented figures: the adviser's commission and pipeline, their customers and open cards, the self-serve submissions, rate reviews and renewals waiting, turnaround times, and the pipeline split across the mortgage, protection and existing-client workflows.
Each adviser's pipeline
Commission written this month and the value still in flight, at a glance.
The queues that need a person
Submissions to triage, rate reviews and renewals coming due.
Built in Lovable
Every screen, end to end, with finance connected to Xero.
Every case, from the first card to completion.
Amber CRM's screens, rebuilt with invented data: the dashboard's queues and pipeline, the mortgage Kanban with a card moving to offer issued, and a customer's record with its snapshot and workflows.
What needs a person, and what is in flight
Self-serve submissions waiting to be triaged, mortgage cards not reviewed for a month and renewals due in the next six, above the pipeline split across the three workflows.
Three workflows, one board each
Mortgage, protection and existing-client cases each run on their own board. Move a card and its status changes and the activity log records it; each stage shows its count and the commission in it.
The whole case on one record
Up to four applicants, the fact find, mortgage and protection cards, notes, tasks, activity and documents, with the workflows the case is on and AI sourcing a click away.
What Amber CRM does
Built in Lovable from end to end, signed in by invitation only, with every action logged.
- A dashboard for each adviser, with commission written this month, pipeline value, their customers and open cards
- Queues that need a person, such as self-serve submissions to triage, rate reviews due, renewals in the next six months
- Average turnaround from application to offer, and to protection terms, across the year
- Customers with up to four applicants, their fact find, mortgage and protection cards, notes, tasks, activity and documents
- Three Kanban workflows (mortgage, protection, existing clients); moving a card updates its status and writes to the activity log
- AI sourcing from the customer's record
- Finance connected to Xero
Where it stands
Amber CRM is in use at Fees Free Mortgages, and the advisers' pipeline, customers and workflows run on it every day.
It is built entirely in Lovable, from the dashboard to the compliance reports.
What we used
- LovableAmber CRM, built end to end
- XeroThe finance side, connected
