One Mortgage System
One Mortgage System: A broad UK mortgage CRM covering case processing, sourcing, portals and compliance workflows. Ranked #5 of 29 in Mortgage CRM Software by our editors (8.4/10); pricing: Pricing on request; best for UK advisers needing case processing and compliance.
At a glance
- Editor score8.4 / 10
- PricingPricing on request
- Best forUK advisers needing case processing and compliance
- Borrower managementYes
- Founded2017 · Horsham, West Sussex, United Kingdom
- Facts checked20 Sep 2026
Where it wins
- Covers mortgage cases from enquiry through completion
- Connects sourcing, portals, documents, updates and dashboards
- Includes API-led origination and AI-assisted compliance checking
Where it doesn't
- Pricing requires a contact-sales process
- The broad feature set may require workflow configuration
- AI compliance checking depends on the Curvestone integration
Our verdict on One Mortgage System
One Mortgage System (OMS) is a cloud-based mortgage CRM and origination platform for UK mortgage intermediaries, lenders and building societies. Its broker CRM supports residential, buy-to-let, bridging, second charge, commercial and specialist lending. The platform combines case processing with mortgage, protection and criteria sourcing, encrypted document management, client and introducer portals, automated email and SMS updates, credit searches, property valuation estimates, reporting and management information dashboards. It is a strong fit for UK advisers that need one system spanning borrower management, referral partners, loan pipeline tracking and compliance workflows.
OMS follows a contact-sales pricing model, so buying involves a sales conversation rather than a published standard plan structure. The platform is available through web and API access. Its integration coverage includes Ignite, Submissions Brain, The Source, Twenty7Tec, iPipeline, Hometrack, Experian, Equifax, Uinsure, Air Sourcing and Knowledge Bank. Lenders and building societies also get API-led origination with customer and broker portals, underwriting workflows and task management. That makes OMS relevant where adviser workflows and lender-side processes need to connect within the same operating environment.
The standout strength is breadth across the mortgage case lifecycle. Customisable workflows, underwriting and task management sit alongside sourcing, document handling, communications, valuations and dashboards, while the Curvestone integration adds AI-assisted compliance case checking. This range suits firms that want structured case administration and compliance activity rather than a narrow contact database. Advisers seeking an integrated UK mortgage operation should consider OMS; teams wanting a lightweight CRM, self-service pricing or a narrowly focused tool may prefer a simpler alternative.
Your product? Our editors can test One Mortgage System in depth and publish a review, labelled as paid · from $149/mo →
One Mortgage System pricing
One Mortgage System fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Not verified |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | ISO 27001 |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 50+ integrations: Ignite, Submissions Brain, The Source, Twenty7Tec, iPipeline, Hometrack … |
| Pricing | Pricing on request |
| Website | onemortgage.co.uk |
| Facts checked | 20 Sep 2026 |
One Mortgage System integrations
One Mortgage System lists 50+ integrations on its own site — the 11 named here are the ones its pages call out.
- Ignite
- Submissions Brain
- The Source
- Twenty7Tec
- iPipeline
- Hometrack
- Experian
- Equifax
- Uinsure
- Air Sourcing
- Knowledge Bank
Alternatives to One Mortgage System
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
See all One Mortgage System alternatives →
One Mortgage System vs the competition
- One Mortgage System vs Surefire CRM
- One Mortgage System vs Total Expert
- One Mortgage System vs Shape
- One Mortgage System vs Finova Broker CRM
- One Mortgage System vs Empower LO
- One Mortgage System vs MapleConnect
Compare One Mortgage System with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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