Derby, DE24 8QR,
United Kingdom
Mortgage Advice Bureau (Holdings) Technographics
Mortgage Advice Bureau (Holdings) Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mortgage Advice Bureau (Holdings) and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 420 Mortgage Advice Bureau (Holdings) employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mortgage Advice Bureau (Holdings) has purchased the following applications: Cronofy Scheduler Recruitment for Interview Scheduling in 2020, Microsoft 365 for Collaboration in 2022, Hotjar for Customer Experience in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mortgage Advice Bureau (Holdings) is running and its propensity to invest more and deepen its relationship with Cronofy , Microsoft , Contentsquare or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Mortgage Advice Bureau (Holdings) revenues, which have grown to $255.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Mortgage Advice Bureau (Holdings) intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Mortgage Advice Bureau (Holdings) Tech Stack and Enterprise Applications
Mortgage Advice Bureau (Holdings) HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cronofy | Legacy | Cronofy Scheduler Recruitment | Interview Scheduling | HCM | n/a | 2020 | 2020 |
In 2020 Mortgage Advice Bureau (Holdings) implemented Cronofy Scheduler Recruitment to modernize appointment workflows for Interview Scheduling. The initiative targeted the company's 1,600 advisers across the UK and the introducer channel of independent estate agents and builders, embedding self-service booking into the customer journey to eliminate manual email and phone scheduling.
The deployment centered on Cronofy Availability API and Enterprise Connect as the primary modules, configured to aggregate adviser calendars, surface multi-adviser availability, and apply office location rules to prevent double-booking. Cronofy Scheduler Recruitment was embedded into Mortgage Advice Bureau's in-house platform to expose availability queries to end customers, advisers, and introducers while preserving tenant separation across multiple independent mortgage firms.
Integrations included native calendar connectors to major email providers for seamless appointment creation and Enterprise Connect service account authentication to centrally sync calendars across the business. The architecture leveraged Cronofy regional data centers including a presence in Australia to meet regional hosting and data residency needs, and the solution was designed to scale with the business while maintaining the required security posture for FCA-regulated data.
Governance and operational processes were adjusted to reduce administrative overhead, the IT team managing a single service account rather than individual authorizations, and Enterprise Connect permissions configured to tighten access controls per tenant. The rollout was phased, and scheduling automations were tuned to automate administrative tasks while preserving adviser-led, human interactions for compliance and customer trust.
Reported outcomes from the implementation included a 50% reduction in time spent on admin, a twofold faster consultation process, an initial release delivered in three months, over 6,000 appointments booked since the prior June, and a platform Net Promoter Score of 64. The Cronofy Scheduler Recruitment integration scaled without reported operational issues, and the Mortgage Advice Bureau is extending the same scheduling functionality into its Australian launch with local data hosting.
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Mortgage Advice Bureau (Holdings) Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
In 2022 Mortgage Advice Bureau (Holdings) deployed Microsoft 365 as its core Collaboration platform. The Microsoft 365 deployment is visible on the company website and serves as the primary environment for email, document collaboration, and real time team communication.
The implementation centers on Microsoft 365 capabilities commonly used in Collaboration scenarios, including Exchange Online for corporate email, Microsoft Teams for chat and meetings, SharePoint Online and OneDrive for document management, and Office desktop and web applications for productivity. The architecture is positioned as a tenant level Microsoft 365 environment combining user productivity services with tenant level identity and access controls and information protection capabilities.
Operational coverage includes corporate functions and the distributed mortgage advice network across the United Kingdom, aligned to employee access and licensing for approximately 420 staff. Governance is structured around centralized administration, user provisioning and license management, with collaboration policies for external sharing and data protection applied at the Microsoft 365 tenant level.
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Mortgage Advice Bureau (Holdings) CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2016 | 2016 |
In 2016, Mortgage Advice Bureau (Holdings) implemented Hotjar as a Customer Experience tool on its public website. The deployment installed Hotjar tracking through site-level client side instrumentation to capture user interaction data, positioning Hotjar as a behavioral analytics layer for digital channels.
Configuration concentrated on core Hotjar capabilities typical for Customer Experience use, including session recordings, heatmaps, form analytics, and conversion funnel visualization to surface on-page friction and user paths. The implementation supported digital product, marketing, and web analytics functions, with instrumentation and dashboard access governed through site-level configuration and consent controls, enabling teams to iterate on UX and conversion workflows based on observed behavior.
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Customer Experience | CRM |
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2018 | 2018 |
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Lead Generation | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Mortgage Advice Bureau (Holdings) PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Mortgage Advice Bureau (Holdings) IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Mortgage Advice Bureau (Holdings)
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Mortgage Advice Bureau (Holdings) Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||