Our Proposition

Market Leading Client Management System

Everything You and Your Clients Need, All in One Place

Our Systems

  • Sourcing Tools
  • CRM System
  • Criteria Tools
  • Auto Lender Affordability Checks
  • CPD Content
  • Training Academy
  • Conveyancing Panel
  • Compliance Suite
  • AML & Sanctions Check
  • Credit Checking
  • Opening Banking

Making life as easy as possible for our advisors, and their clients with integration and automation with the key software and tools.

With us, there are no more clunky, out-dated systems, frustration and duplication of effort – instead, you’ll have better outcomes, more sales, and more time to spend with your clients and on your business.

We’ve partnered with One Mortgage System (OMS) to bring you a client management system that is easy to use, intuitive, and hassle-free.

Using market-leading technology, OMS is fully integrated with the latest mortgage and protection sourcing systems, putting everything you need to research, source and submit a case in one place. With a client portal, secure document upload and storage, and the facility to pre-populate application forms and generate supporting documents, you’ll be able to manage your sales quickly, efficiently and compliantly.

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Whole of Market Panel and Products

More Options for Your Clients, More Business for You

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Market Leading Client Management System

Everything You and Your Clients Need, All in One Place

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Bespoke Business Development

Growth at the Right Time and the Right Pace

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Compliance and Regulatory Support

Protecting You, Your Clients, and Your Business

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Personalised Training and Development

Enhancing Your Knowledge and Skills

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New Qualified & Non-CAS Support

From getting qualified through to Competent Adviser Status

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We’ll help you to grow and flourish at a pace that suits you. We believe in sustainable growth and quality over volume sales.


We’ll work in partnership with you. We’ll help you build your business, but we’ll never tell you how to run it. We’ll offer guidance, make suggestions, and provide support, but you’ll always be in control.


We’ll keep you, your business and your clients safe. We’ll deal with the regulators, leaving you to focus on meeting clients, writing business, and providing value.


We’ll provide friendly, collaborative and personalised network services. Your business has its own unique identity and we’ll respect that and treat you like an individual.

Start your journey as a self-employed mortgage & protection advisor today. It's time to take control.

Let's arrange a quick call to run through our proposition to discuss how your future could look for you as a member of The Dragon Network.

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