Now live for UK brokers

The CRM built for
commercial finance.
Not adapted for it.

Every other CRM makes you adapt your workflow to fit their software. Nexus was built by a commercial finance broker who got tired of compromising and built the tool they actually needed.

Book a Demo See How It Works
Built by brokers Twenty7Tec integrated Companies House API UK based
Works with your existing tools
Twenty7Tec Companies House Client Intake Forms Ideal Postcodes EPC Register Open API
UK GDPR compliant
Encrypted at rest & in transit
ICO registered (ZC133723)
UK/EU data centres
Row level data isolation
The Problem

Generic CRMs don't
speak your language.

HubSpot doesn't know what a DIP is. Salesforce has never heard of an LTV. You shouldn't need to explain your business to your own software.

Generic CRM
No concept of BTL, bridging, dev finance or HMO. You have to build everything from scratch
Pipeline stages like "DIP", "Packaged" and "Submitted" don't exist. You adapt your language to their software
No Twenty7Tec integration, so constant manual rekeying between systems
No Companies House lookup. You research every limited company manually
Expensive, bloated, built for sales teams not brokers
Nexus CRM
BTL, bridging, development finance, HMO and commercial built in natively. No configuration needed
Pipeline stages that match how you actually work: Enquiry, DIP, Packaged, Submitted, Offered, In Legals, Completed
Twenty7Tec integration. Push clients and cases directly, no rekeying between systems
Companies House lookup. Enter a company name and get the full record instantly
Priced for brokerages, not enterprise sales teams
Built for every product type
BTL Mortgage
Buy to let
Bridging Loan
Short term finance
Development Finance
Ground up & refurb
HMO / MUB
Multi unit
Commercial Mortgage
Owner occupied & investment
Holiday Let
Short term rental
Features

Everything a broker
actually needs.

No feature bloat. No paying for tools you'll never use. Just the things that make your working day faster, cleaner and more profitable.

Pipeline Built for Finance

Kanban board across the stages you actually use: Enquiry, DIP, Packaged, Submitted, Offered, In Legals, Completed. See your total pipeline value at a glance.

Kanban board

One Book, Whole Team

Your whole firm works from one shared client book. Filter the pipeline, tasks and reports by any adviser in one click, and see who is working on what.

Team view

Companies House Integration

Client enters their company name. Nexus automatically pulls their registered address, company number, directors, SIC code and trading status. No manual searching.

Auto populated

Twenty7Tec Sync

Push clients and cases from Nexus directly into Twenty7Tec. No double entry, no switching between systems. One click and it's done.

Push to T7T

Stripe Invoicing

Send professional invoices directly from any client case. Connect your own Stripe account in minutes and payments go straight to your bank. Full invoice history and status tracking built in.

Stripe Connect

Smart Automation

Connect your intake forms. When a client submits, they're created in your CRM instantly. Documents, notifications and follow up tasks triggered automatically.

Automated

Secure Document Vault

Send your client a secure link with a checklist for their case type. They upload their documents from any phone and everything lands on the case, ticked off as it arrives.

Client upload link

Commission Tracking

Proc fees, broker fees, network and introducer splits worked out on every case. Mark fees paid and produce branded commission and introducer statements in seconds.

Statements

EPC and Renewal Alerts

EPC ratings pulled from the official register for every property. Rate, term and offer expiry dates tracked so you are first in touch when a client's deal is due to end.

Retention
How It Works

One form. Everything else is automatic.

Send your intake form to a client. By the time you open Nexus, everything is already done.

Client fills in your form

You send a branded intake form. Client enters their details, limited company name and requirements.

Companies House looked up

Their company record is pulled automatically: registered address, directors, SIC code, incorporation date.

Client appears in Nexus

A full client record is created in your CRM. Your network system is updated. You get a notification.

You pick it up

Everything is already there. No copying, no rekeying, no chasing. Just open the record and start working.

Integrations

Connects to
your whole stack.

Nexus sits at the centre of your workflow, pulling data in from every source and pushing it where it needs to go.

T7
Twenty7Tec
Push clients and cases directly to T7T
CH
Companies House
Automatic company data lookup via official API
IF
Intake Forms
Your own branded client form creates the CRM record
IP
Ideal Postcodes
Instant UK address lookup and auto-fill
EP
EPC Register
Energy performance data pulled automatically
AP
Open API
Connect any tool via REST API and webhooks
Pricing

Priced for
brokerages.

No long term contracts. No per feature upsells. Everything included at each tier.

Solo
£49
per month, billed monthly
For independent brokers managing their own pipeline.
1 adviser
Unlimited clients & deals
Companies House integration
Twenty7Tec sync
Branded client intake forms
Book a Demo
Team
£149
per month, billed monthly
For growing brokerages with multiple advisers.
Up to 5 advisers
Master broker dashboard
Adviser role management
Everything in Solo
Team activity overview
Book a Demo
Network
POA
tailored to your network
For networks and AR firms deploying across multiple member brokers.
Unlimited advisers
Customisable branding options
Network-wide reporting
Everything in Team
Dedicated onboarding
Talk to Us
FAQ

Common questions.

Nexus is built specifically for commercial finance, not adapted from a generic CRM. It understands BTL, bridging, development finance, DIP stages, LTV and lender workflows out of the box. You don't need to configure anything. It works the way you already work.
Yes. Push clients and deals from Nexus directly into Twenty7Tec as cases, no rekeying between systems. Requires API access from your T7T account manager.
When a client submits their intake form with their limited company name, Nexus automatically queries the Companies House API and pulls their registered address, company number, incorporation date, SIC codes, directors list and company status, all prepopulated into their client record before you even open it.
Yes. The Team plan supports up to 5 advisers. As the principal, you get a master broker view. You can see all clients, deals, tasks and activity across your whole firm, or filter by any individual adviser. Everyone in your firm works from the same shared client book.
Yes. Nexus is hosted on enterprise grade infrastructure with row level security. Each firm's data is completely isolated from every other firm's. All data is stored in UK/EU data centres and encrypted at rest and in transit.
Our Story

Built by a broker
who needed it.

Nexus CRM started because no CRM on the market understood commercial finance. Every platform we tried was built for general sales teams or residential mortgage brokers. We spent hours adapting software that should have worked for us out of the box.

So we built one. Not a generic CRM with bolt ons, but a purpose built tool designed around how commercial finance brokers actually work, from DIP stages and lender workflows to Companies House lookups and commission tracking.

Built in the UK. Built for brokers.
Book a Demo

See Nexus
in action.

Leave your email and we will arrange a live walkthrough at a time that suits you. We will set your firm up, import your clients and get your team trained.

No long contracts  ·  Personal onboarding  ·  Cancel anytime