Know when a declined client is ready to come back.

You tell someone what to fix, and then you lose them. Six months later they are mortgage-ready and someone else writes the case. Credit Sorted Pipeline tracks every lead you cannot place yet — declined at DIP, or simply not ready — and tells you who to chase and when.

Open the demo Book 20 minutes From £29 per adviser per month

The case you already won, twice

Every brokerage has a list of people it could not place. Some failed at DIP, most were just early. They get told to fix the utilisation, wait out a default, save another few thousand — and then they are on their own, and so is the case.

Nothing in a CRM tells you when that person became placeable. A diary note set six months out is a guess. This holds the actual blockers, moves them as the figures change, and puts the client in front of you on the week you chose to look again.

Every parked lead, in one list

Northgate Mortgages Powered by Credit Sorted

Client	Entry	Days	Readiness	Blocker	Next action	Status
Priya Raman Dani Okafor · updated 27 Jul	Declined	97	5/9 met	Bank conduct	14 Aug Chase disputes	Needs chasing
Aisha Kenward Rob Whitfield · updated 18 Aug	Onboarding	121	9/9 met	—	21 Aug Book the appointment	Ready
Marcus Elliot Dani Okafor	Declined	59	2/9 met	Credit file	18 Aug No contact since June	Needs chasing
Tom Beckley Rob Whitfield · updated 15 Aug	Onboarding	42	8/9 met	—	23 Aug Gift letter signature	On track

The demo uses the same screen with invented clients. Nothing here is a real borrower.

How it works

Set the blockers

Nine checks across credit file, deposit and bank conduct — the things that actually stop an application, not a fact-find repeated. Nine more sit switched off until you want them, and every one can be reworded to your firm's language. Tick what is done, and the paperwork list adapts to whether they are employed or self-employed.

They update themselves

Your client gets a page in your branding showing their next three steps. When something changes they send you a short code, and you see exactly what it would change before accepting it. Your notes, stages and dates are never touched by their update.

One screen for the week

Who is due, who is overdue, and who has no follow-up date at all — with the chase message already written from their live blockers. Plus a progress report in your branding to send them.

Plainly, what it is not

Not a CRM, and not trying to replace one.
It does not run credit searches or pull any credit file.
It does not assess affordability, eligibility or suitability, and produces no lending decision. Every one of those stays with the adviser.
Every figure in it is self-reported and unverified, whether the client sent it or you typed it in — and it is labelled that way on screen, on the client's own page and on the progress report.
On the version that runs on your own machines, client data stays there: no account to create, and nothing sent to a Credit Sorted server. Hosted is the deliberate exception — we hold it, and say so below.

Two ways to run it

Same software either way. The difference is where your client data lives — and that is a decision about your firm, not about features.

On your machines

£29per adviser / month

Everything stays on your own computers. We never hold your client data, so there is no processing agreement to sign and nothing of yours on anyone else's server.

The full pipeline, chase list, client pages and branded reports
Runs in the browser with nothing to install, and works offline
Share one file through Dropbox, OneDrive or a network drive — saved and loaded when you say so, one click in Chrome and Edge
Optional passcode encrypts records on the machine
Your backups are yours to take

Suits a firm that would rather nothing left the building.

HostedComing soon

£49per adviser / month

We hold it for you. Sign in on any machine and your pipeline is there, without anyone remembering to save a file to the right folder.

The same pipeline, chase list, client pages and branded reports
Sync across every adviser and device, no folder discipline
Sign in by email link — no passwords to reset
Updates handled by us, and a full backup you can export whenever you want one
Data processing agreement included

Suits a firm with advisers working from more than one place.

Prices exclude VAT. Hosted opens once the processing agreement and security review are in place — ask to be told when.