Citrus catches every enquiry, automates the fact-find, chases document requests, and re-engages clients at remortgage time — so your application pipeline stays full without your team chasing PDFs and payslips all day.
Every UK mortgage broker we audit loses cases in the same three places. Not because of bad advice — because the spaces between enquiry, fact-find, application, and remortgage aren't systemised.
You're packaging applications, dealing with lenders, in client meetings. The fresh enquiry sits unanswered for 48 hours. By the time you reply, the buyer has had a fact-find call with the comparison-site broker who replied in 20 minutes. They're already signed up.
The client said yes. Then came the fact-find, the ID checks, the 3 months of payslips, the 3 months of bank statements, the ID for the partner, the proof of deposit, the SA302 if self-employed. You're manually emailing reminders. Cases stall. Some clients ghost mid-application.
Five-year fix ends in October. You don't reach out until September. Meanwhile, a comparison-site email landed in their inbox in March, and they've already had a fact-find with a different broker. Years of relationship lost to bad timing.
We'll audit your enquiry response times, your fact-find process, and your remortgage recall — and show you exactly what they're costing. Straight talk only.
Book Free Audit →Citrus is a done-for-you growth system built for UK mortgage brokers. We install it, run it, and refine it — so you stay focused on advice and lender negotiation while we handle enquiries, document chasing, and client recall.
Missed-call text-back within 60 seconds. After-hours web chat for Sunday afternoon scrollers. Every enquiry across phone, email, Facebook, and your introducer network in one inbox — so you reply within minutes, not days, and win the cases everyone else loses to comparison sites.
Digital fact-find delivered, completed, and stored before the first call. Automated document request sequences — payslips, bank statements, ID, proof of deposit, SA302s — with friendly reminders that escalate sensibly. Cases reach DIP faster. You stop chasing PDFs at 9pm.
Every client tagged to their product end date. Six months before, the recall sequence fires — friendly, FCA-compliant outreach that lands before the comparison-site emails do. Your existing book stays with you, and remortgage revenue compounds year over year.
Citrus runs on enterprise-grade software that would take weeks to set up and months to master on your own. We handle the build, run it for you, and keep it working — so all you do is enjoy the results.
SMS, email, web chat, Facebook, Instagram, Google, and WhatsApp — every message in one place.
Every customer, lead, and job tracked automatically — no spreadsheets, no sticky notes.
See every enquiry move from first call to paid invoice at a glance.
Customers book themselves 24/7 around your availability — no back-and-forth texts.
Send branded quotes and invoices from your phone in under two minutes.
Take card payments, deposits on big jobs, and recurring billing — straight to your account.
Email and text sequences that nurture every lead until they book — even while you sleep.
Auto-collect Google, Trustpilot, and industry reviews after every customer — without lifting a finger.
Email and SMS broadcasts to your whole customer list with a few taps.
Smart chatbots, auto-replies, and AI-powered customer support trained on your business.
Real-time numbers on leads, jobs, revenue, and reviews — no more guessing.
Run your entire business from your phone — reply to customers, send quotes, see your dashboard.
Pick the plan that fits your business — from one-man band to multi-van operation. All plans are rolling monthly with no long-term contracts.
// ALL PLANS LIVE IN 10 DAYS · 30-DAY ROLLING · NO LONG-TERM CONTRACT
Bolt on extras to any plan. Pay only for what you use, cancel anytime.
Most brokers recoup their first 60 days of Citrus fees from a single recovered application. Let's work out what yours could pull back.
Book Free Audit →No long onboarding. No marathon meetings. We get it live fast so you see the results.
30-minute call. We map where you're losing cases and which plan fits. No pitch, no pressure.
We build everything, integrate your phone, calendar, and contacts. You approve before anything goes live.
Within 10 days, every missed call, web enquiry, and quote follow-up is being handled automatically — under your brand.
Monthly reporting, optimisation, and strategy. We refine as the data comes in. You stay on the tools.
Choose any open time below. Instant confirmation, calendar invite, and call link sent straight to your phone.