---
title: Adviser IQ Reviews
meta_title: 'Adviser IQ Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Adviser IQ works for a business like yours.
date_modified: '2026-06-29'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# Adviser IQ Reviews
**Vendor:** Adviser IQ  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)
## About Adviser IQ
We have developed a CRM system for mortgage and protection brokers in the UK, which is AI-driven and has been created to make the lives of brokers easier.






- [View Adviser IQ pricing details and edition comparison](https://www.g2.com/products/adviser-iq/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-19+08%3A52%3A28+-0500&secure%5Bsession_id%5D=415e1a4a-c9e1-465c-96c6-b4cf37574ccb&secure%5Btoken%5D=ee04fdc03b2b78b7a20d0ae791b43cbaedc228e70095779fef422d8219132967&format=llm_user)

## Adviser IQ Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM
- Commercial Mortgages
- Third-Party Integrations

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM
- Workflow Management
- Loan Management
- Document Management
- Escrow Management
- Property Tax Management
- Lead Management
- Borrower Management
- Pricing Management
- Pipeline Management
- Refinance Management
- Task Management
- Compliance Management
- Residential Mortgages

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Third Party Loan Origination
- Loan Servicing
- Outsource Processing
- Pre-Qualification
- Loan Origination
- Visual Presentation
- Accounting
- Activity Dashboard
- For Brokers
- Credit Reporting
- Generative AI
- API
- Client Database
- HUD Settlement Statements
- Search/Filter
- Government Loans
- For Borrowers
- Promissory Notes
- Multi-Branch
- AI Copilot
- Lender Search
- Reporting & Statistics
- Document Storage
- Marketing Automation
- Contact Management
- Amortization Schedule
- Customer Statements
- Electronic Applications
- Payment Tracking

## Top Adviser IQ Alternatives
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews)
  - [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) - 4.9/5.0 (99 reviews)
  - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - 4.9/5.0 (92 reviews)