Go by Turtle
Get there sooner
One platform. No chaos.
Turtle is a guided case management platform built for UK mortgage brokers. It replaces the email chains, spreadsheets, and WhatsApp messages with one shared workspace where broker and client work together.
Every document, every message, every status update, all in one secure place. Compliance evidence captured automatically. And you get hours back every week to focus on giving great advice.
Mortgages made easy.
Up to 60% less admin time
Everything in one place
100% Activity tracked
The mortgage journey, simplified.
1. Invite Your Client
They receive a secure link to their personal journey space.
2: Everything Collected Securely
Clients answer & upload what is needed, in one place. All with no email chaos
3. Track progress clearly
You and your client can see exactly where things stand. Compliance is handled in the background.
Are you keeping it all together? Turtle is.
Built by advisors, for advisors.
Turtle was born from real frustration. Our founders come from the mortgage industry and know the pain of fragmented tools, endless chasing, and scattered compliance evidence. We built the platform we wished existed.
Turtle takes care of
Become a Trusted Turtle Broker
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By subscribing to Turtle you join a growing community of advisers who are showing their clients that they take communication and compliance seriously.
Once onboarded, you can display your Certified Turtle Broker badge on your website.
We are building an industry-wide movement towards safer, calmer mortgage journeys.
Frequently Asked Questions about our Mortgage Broker Portal.
Still got questions?
What does Turtle actually replace?
Most brokers are running their client journey across four or five different tools without realising the cost. Email for communication, WhatsApp for quick updates, Adobe or DocuSign for documents, spreadsheets for tracking, and a separate folder system for compliance evidence.
Each one has a subscription cost, a data risk, and a gap in your audit trail. Turtle brings all of that into one structured journey. One place for communication, document collection, progress tracking and compliance logging.
Less cost, less risk, less time spent pulling it all together.
Is Turtle built with FCA compliance in mind?
Yes, Turtle is built specifically for the FCA regulated mortgage market. Which means, our approach to regulated adviser communication and data handling has been reviewed as part of that process.
Every interaction on Turtle is logged, timestamped and stored securely. When you need to demonstrate your process to a compliance reviewer or respond to a Consumer Duty audit, it is already there.
You do not have to reconstruct anything from memory or dig through inboxes.
How long does onboarding take and will it disrupt my business?
Most advisers are up and running within a day. There is no complex integration and no data migration required.
You invite your first client, walk through the journey with them, and the process becomes immediately clear.
If you can send an email, you can use Turtle.
Will my clients find it difficult to use?
No. The client-facing side of Turtle is deliberately simple. Clients receive a secure link, they can see exactly where they are in the journey, what is outstanding, and what happens next.
No app download, no account setup complexity.
We designed it for clients who are already stressed about buying a home, not for people who enjoy learning new software.
