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Intermediary Sales

Maximise distribution and reduce costs, with a single platform

Our Mortgage Intermediary Sales (point-of-sale) system helps transform the entire mortgage sales process for mortgage professionals such as mortgage brokers, intermediary networks and IFAs, and represents a genuine leap forward in the market.

The system seamlessly integrates with your back-office systems for customer data, product data and case tracking. This provides you with all the relevant information you need to make the most of every sales opportunity. We also help to make the sales process as smooth as possible through the integration with mortgage sourcing systems such as Trigold and Mortgage Brain for mortgage quotations and our own Avelo Exchange Portal for associated insurance products.

The system includes a set of pre-configured, best-practice mortgage sales processes and functions which facilitate rapid deployment, reduced costs and reduced project risk.

Avelo intermediary sales


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We looked at all the obvious players and Avelo came through with flying colours as a capable committed partner. They have a deep understanding of financial services distribution. This manifests itself in a quality end result delivered within the right timescales. The most productive technology project I have ever commissioned.

Kevin Ronaldson, Group Marketing Director
Intrinsic Financial Services

Size matters

Connecting the full breadth of the market

We underpin the distribution strategy of many of the UK’s leading mortgage brokers, intermediary networks and IFAs:

  • Solutions within major Intermediaries
  • Registered users circa. 40,000
  • Solutions covering all distribution channels
  • Handles all mortgage types, including mainstream, complex and off-set
  • Currently 1 in 4 UK mortgages go through our systems
Avelo is a high net worth mortgage specialist. Their solutions include the latest .NET Content Management System that enables fast updating of all pages. This includes RSS feeds and blogs for keeping you up to date plus calculators to help you do your own "what if?" scenario planning.

Private Finance

Some key features and benefits

Streamlining the mortgage sales process, providing mortgage quotes in minutes, cross-selling insurances, reducing costs and maximizing revenue - it's all part of our Mortgage Intermediary Sales solution.

  • Rapid deployment, minimal cost – our ready-to-use solutions mean that you can be up and running across all distribution channels with minimal cost and rapid time to market.
  • Fully compliant – fully compliant advised and non-advised mortgage sales with integrated insurance and protection cross sales.
  • e-sales integration – full integration to mortgage and insurance portals for quotations and applications, including Trigold, Mortgage Brain and our own Avelo Exchange portal.
  • Seamless integration to your back-office system for customer data, product data and case tracking. This will help you make the most of every sales opportunity by ensuring all the relevant information you need is at your fingertips.
  • Noticeably different – the ability to completely customise to your own specific requirements, allowing you to deliver an exceptional experience for your intermediaries, customers and staff.


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