YAVIA is your branded client engagement app — available on the App Store and Google Play — designed for mortgage, protection, and wealth advisers.

Your company’s logo, colours, and tone create a seamless experience that keeps you front and centre. Clients can securely message you, upload documents, view protection needs, get reminders, and access personalised updates — all in one place.

Behind the scenes, YAVIA provides you with an online platform that helps manage client communication, automate onboarding, reviews, renewals, and nurturing, while tracking engagement and highlighting protection gaps.

Alongside the online platform, you also get a mobile app — giving you the flexibility to manage client communication anytime, anywhere.

With full interaction logs and audit trails, it supports Consumer Duty and FCA compliance — helping you deliver better service, stay compliant, and grow.

• Branded client experience via your own mobile app

• Faster, more secure client communications

• Better conversion with engagement tools like push notifications & campaigns

• Time-saving automation of reminders, updates, and review requests

• Improved retention and referrals

YAVIA is trusted by a wide range of businesses that include:

• Independent mortgage and protection advisers

• General insurance advisers

• Wealth management firms

• Networks and large advisory firms

Our platform scales to meet the needs of both solo practitioners and large enterprises.

Whether you're a solo adviser or part of a national firm, our platform scales to meet your needs.

Want to learn more about our Enterprise solutions? Contact our sales team to discuss how we can support your organisation.

Yes — BrokerIQ is built to support all types of insurance advisers.

While we originally focused on mortgage and protection advisers, the platform has evolved to meet the needs of general insurance advisers as well.

Whether you're advising on home, business, landlord, or vehicle insurance, YAVIA makes it easy to securely exchange documents and communicate with clients across a wide range of insurance products, including:

• Home insurance

• Business and tradesman cover

• Landlord and buildings insurance

• Car, van, and HGV policies

• Travel and caravan insurance

• Mobile phone and pet insurance

The platform is flexible, compliant, and designed to help you deliver a seamless digital experience — no matter what type of insurance you offer.

YAVIA is not a CRM — it’s a powerful front-end engagement tool that works alongside your CRM.

Although the YAVIA online platform has certain CRM functions, think of it as the missing link between your CRM and your client — where communication, documents, onboarding, and protection journeys happen. 

We’ll let you decide that.

Stand out, build trust, and keep your brand front and centre with a mobile app that's truly your own.

Still receiving important documents via WhatsApp or email? If your clients are snapping photos and sending them manually, there’s a better way.

With your own branded app, clients can securely capture and upload documents using the in-app camera — no need for third-party apps or messy inboxes. The files are instantly delivered to you through your YAVIA platform, all in one place and fully trackable.

And that’s just one of the many smart features designed to make life easier — for you and your clients.

Why don’t you ask ChatGPT if you would benefit from having your own branded mobile app and see what it says.

Yes — most UK financial services networks allow advisers and appointed representatives to use their own branded mobile apps, as long as the app is compliant, secure, and approved by the network’s compliance team.

YAVIA is already used by firms within networks. Our platform is built to meet FCA and GDPR requirements, with features like secure messaging, audit trails, and clear AR disclosures — making it easy to gain approval.

If you're unsure, we can help guide the compliance approval process for your network.

Yes, absolutely. YAVIA’s platform includes a simple CSV import feature that allows you to upload your existing client data in bulk from a spreadsheet.

And don’t worry—if that sounds a bit technical, our team is here to help. We’ll guide you through the process or even handle the setup for you, so you can get up and running with minimal effort.

Getting started with YAVIA is simple:

1. Sign up for a YAVIA account.

2. Customize your branded mobile app.

3. Complete our onboarding and training over 4-6 weeks.

4. Launch your app and invite your clients to download the app and start engaging.

Our support team is available to assist you throughout the setup process.

Training and onboarding usually take 4-6 weeks after signing up. Depending on your subscription, you can choose guided onboarding with our customer success team or self-paced training that you can complete anytime.

YAVIA sits in front of your CRM.

It can be integrated with other CRMs and we recommend you contact your CRM provider and request for an integration with YAVIA.

YAVIA also includes a CSV import feature that allows you to upload your existing client data from a spreadsheet directly into the platform. It’s a quick and efficient way to get set up if you already have client details stored elsewhere.

Clients who download your app can be assigned to specific advisers on your team, so each adviser will only see their clients and client engagements. 

We recommend saving client documents to your own systems as soon as you receive them in the YAVIA online platform and delete it from the YAVIA online platform right after that. 

We employ a 30 day auto delete feature for files and documents that clients send you through your app in case you forget to delete them yourself.

To keep the registration process simple and stress-free for your clients, we only ask for a few basic details upfront.

Additional information can be added later—either by you or your client—to complete their profile. This ensures you get the most value from YAVIA’s features, including personalised engagement and smarter client management.

Yes — and now more than ever.

YAVIA is designed to be simple, branded, and genuinely useful for clients. Because the app carries your business name, colours, and messaging, clients trust it — and adopt it — as an extension of your service. 

What makes a real difference, though, is the value it delivers to your clients. Our latest update has introduced powerful new features to keep clients engaged beyond the typical mortgage or protection milestones. This includes a monthly budget planner that helps them stay financially on track, and a growing library of bite-sized educational videos covering topics like protection, remortgaging, and financial wellbeing — all accessible in your app. 

Clients can upload documents, send you messages, receive reminders, and track their next steps — making your firm feel responsive and tech-forward. With real-time notifications and a clear, intuitive layout, the app makes it easy for clients to stay connected and take action when it matters most. 

By giving your clients tools that add real value and keep them engaged year-round, YAVIA helps you build stronger, longer-lasting relationships — all through an app that they’ll actually want to use. 

That’s no problem — while the app offers a more secure and streamlined experience, it's not mandatory. You can continue to work with clients through email, phone, or whichever method they’re most comfortable with.

That said, many clients actually prefer using their phones to take photos of documents — and the app makes that process even easier. With a built-in camera upload feature, clients can snap and send documents directly through the app in seconds, without needing to email attachments or switch to WhatsApp.

It’s faster, more secure, and all in one place — which is why many clients end up choosing the app once they try it.

Your clients don’t need to be tech-savvy—downloading and using your branded app is simple and seamless.

With an intuitive interface and easy installation, it’s designed for all users to get started effortlessly, right from their smartphone.

Not at all.

YAVIA is designed to be intuitive and easy to use. We also provide onboarding and training to help you get started quickly, with ongoing support as you grow.

We will publish your app in Apple’s Play Store for iPhone users and the Google Play Store for Android phone users.  

As well as providing you with direct links for you to share with clients that will enable them to download your app, we also create a QR code for quick and easy downloading that can be shared with your clients.

Using the App Store/Play Store links and your QR code that we provide you with, you can invite people to download your app through the various communication channels you normally use.

That can be via email, WhatsApp, social media channels. 

You can also send email invitations to clients directly from the BrokerIQ platform.

BrokerIQ gives you a suite of powerful, FCA-compliant tools to connect with your clients in meaningful ways—all through your branded mobile app. These include:

• Two-way in-app chat – Secure, real-time conversations

• Push notifications – Keep clients updated instantly

• Automated reminders – Nudge clients for renewals, reviews, and more

• Message templates – Save time with pre-built messages

• Video messaging – Send personalised updates or educational videos

• Voice notes – Share quick updates in your own words

• Document sharing - send and receive documents

Every interaction is logged automatically, giving you a full audit trail to support your compliance requirements.

Absolutely.  

Giving your clients the option to store all their insurance documents in one single space is a unique selling point for your app. 

This can include:

• Home insurance

• Business and tradesman cover

• Landlord and buildings insurance

• Car, van, and HGV policies

• Travel and caravan insurance

• Mobile phone and pet insurance

Yes. You can set up automated reminders and journeys to prompt annual reviews, protection top-ups, or policy checks.

This ensures that your clients are receiving ongoing support, a key part of satisfying Consumer Duty expectations. 

YAVIA is fully GDPR compliant, and our security is covered via the following areas: 

Cloud Hosting: Our online platform is securely hosted in the cloud with Microsoft Azure, ensuring data safety and reliability.

Data Encryption: Our online platform and app employs data encryption during transit, safeguarding information exchanged between brokers and clients. 

Data Privacy: YAVIA is committed to data privacy, collecting personal and financial information with user consent. Users can request data deletion, and the platform does not share data with third parties 

Regulatory Compliance: Recognizing the importance of secure communication in the financial sector, YAVIA offers a two-way chat function that ensures all conversations are traceable, auditable, and transparent, helping brokers meet recording obligations and comply with regulations.

Yes. We’re built with compliance at the core.

YAVIA uses encrypted communication, secure data storage via Microsoft Azure, and full logging of client activity — helping advisers meet both FCA and GDPR requirements. 

YAVIA is a customer engagement platform tailored for mortgage and insurance advisors.

It aims to enhance client interactions and streamline processes, which can assist brokers in adhering to the Financial Conduct Authority's (FCA) Consumer Duty regulations. Here's how YAVIA supports compliance: 

1. Act in Good Faith: YAVIA facilitates honest, fair, and open dealings with clients. Its two-way chat function enables real-time, transparent communication, ensuring that clients receive timely and accurate information about their financial products. This feature helps advisors act in the best interests of their clients, aligning with the FCA's expectations.  

2. Avoid Causing Foreseeable Harm: The online platform allows advisers to monitor client interactions and engagement, helping to identify and address potential issues before they escalate. By maintaining comprehensive records and facilitating proactive communication, YAVIA aids advisers in avoiding actions that could foreseeably harm clients, such as failing to provide necessary information or support.  

3. Enable and Support Clients to Achieve Financial Objectives: YAVIA provides your clients with a digital wallet to securely store and access financial documents, enhancing their understanding of their financial situation. This feature empowers your clients to make informed decisions, supporting them in achieving their financial goals. Additionally, the online platform's automated reminders ensure that advisers can timely advise clients on policy renewals and reviews, further supporting clients' financial objectives.  

4. Deliver Good Outcomes: By automating processes and maintaining detailed client records, YAVIA helps advisers ensure that clients receive appropriate products and services that meet their needs. The online platform's features contribute to delivering positive outcomes for clients, which is a core requirement of the Consumer Duty regulations.  

In summary, YAVIA’s features—such as secure document storage, real-time communication, and process automation—equip advisers with the tools needed to comply with the FCA's Consumer Duty regulations, ultimately fostering better client relationships and outcomes. 

YAVIA automatically logs every interaction — messages, documents, and engagement history — giving you a complete audit trail that can be used to demonstrate compliance.

You can easily show what was communicated, when it was delivered, and whether it was opened or responded to. 

Our pricing is tiered based on the size of your company and your business needs, so you only pay for what’s right for you.

We offer a fully branded mobile app for your firm, available on the Apple App Store and Google Play Store.

The pricing consists of a one time setup fee and a monthly subscription.

There’s a one-time setup fee starting from £1,500 which covers app development costs, and can be conveniently split over three monthly installments.

Our standard monthly subscription is just £45 per user/month, giving each user full access to the online YAVIA platform, mobile app, client communication tools, ongoing support and free product updates.

For tailored pricing or multi-user discounts, contact us and we’ll be happy to help.

You'll be assigned a dedicated Customer Success Manager who will be your main point of contact, with a clear service level agreement (SLA) in place to ensure prompt, consistent support.

You can also report any issues directly through our in-app contact form, which alerts our entire support team — so nothing gets missed.

In addition to responsive support, you’ll benefit from monthly check-in calls, regular training webinars, and on-demand guidance whenever you need it. We're here to help you succeed every step of the way.

A new client gets in touch with you to apply for a mortgage. Here’s how BrokerIQ streamlines and enhances the journey:

Step 1: Initial Discovery

You begin by conducting a fact-find to gather key information from your client—just like you normally would.

Step 2: Introduce the App

You send your client the download link to your branded mobile app, explaining how it makes the process easier, more secure, and more professional.

Step 3: Seamless Onboarding

Once downloaded, your client is greeted with a series of automated welcome messages you’ve pre-set—creating a professional first impression and setting expectations.

Step 4: Document Request

Through the app, you request specific documents required for their mortgage application—such as ID, proof of income, or bank statements.

Step 5: Client Uploads Documents

Your client receives an in-app notification and message prompting them to upload the required files. They submit the documents directly through the secure app interface.

Step 6: Review & Process

You receive a real-time notification that documents have been uploaded. After reviewing them on the BrokerIQ platform, you download and store them in your internal systems, then remove them from the app for security.

Ongoing Communication

Throughout the process, you continue engaging your client using secure in-app chat, document requests, and notifications—keeping everything organised, compliant, and client-friendly and all within one single engagement tool.

You have a client who previously secured a mortgage through you or somewhere else. Now, you want to engage them and open up a conversation about their protection needs in a way that’s compliant, client-focused, and value-driven.

Step 1: Proactive Client Outreach

Using BrokerIQ’s client profiling tool, you identify existing mortgage clients who haven’t yet arranged protection (e.g., life, critical illness, or income protection). You send a personalised, in-app message to start the conversation—framed around their needs, not just the product.

Example message:

“Hi James, I wanted to check in and make sure you and your family are financially protected. Now that your mortgage is in place, it’s important to look at how you'd manage financially if something unexpected happened.”

Step 2: Educational Content & Consumer Duty Alignment

To support informed decision-making, you send targeted in-app content—like short videos or guides—explaining the importance of protection insurance in clear, jargon-free language. This meets FCA and Consumer Duty expectations for clarity and good outcomes.

Step 3: Secure Engagement

Your client responds to the message or clicks through to request a follow-up. Through the secure in-app chat, you arrange a short consultation or fact-find call to assess their circumstances.

Step 4: Fact-Find & Suitability

You use the app to collect key protection-related details (e.g., dependents, income, existing cover) either through a short templated questionnaire or via chat. This helps ensure your recommendations are suitable and tailored.

Step 5: Indicative Quote via iPipeline Integration

Using BrokerIQ’s integration with iPipeline, you generate an indicative protection quote based on the client’s basic information. This quote is automatically shared with the client through their app via secure messaging. It’s a convenient, low-pressure way to open the conversation with transparent, real-time pricing—aligning with Consumer Duty principles of providing clear and useful information.

Step 6: Full Quote & Recommendation

If the client expresses interest, you follow up with a full personalised quote using your own quote generation tool. You then upload the full recommendation into BrokerIQ, where the client can easily view and respond to it in-app. This smooth transition from indicative to tailored advice ensures the client is fully informed and supported throughout their journey.

Ongoing Relationship & Reviews

You use the app to set automated reminders for protection reviews and renewal conversations—helping you meet ongoing duty-of-care responsibilities while keeping the client engaged over the long term.

This journey not only aligns with FCA Consumer Duty principles—ensuring fairness, clarity, and delivering real value—but also helps bridge the gap that often exists between advisers and clients when it comes to protection conversations. BrokerIQ makes it easier to raise, explain, and personalise protection options in a way that feels natural and client-friendly. It positions you not just as a mortgage adviser, but as a long-term, proactive partner in your client’s financial wellbeing—helping them feel informed, supported, and more likely to act.

Whilst your app is primarily designed for mortgage, protection, and wealth services, clients can also use it to upload other important documents, such as home insurance, car insurance, travel insurance, or pet insurance.

It’s a secure, convenient way to keep all their key financial documents in one place — and gives you better visibility to support them more holistically.

Step 1: Give Them a Gentle Reminder

Let your client know they can use the app to store other important insurance documents.
You can mention this in person, during a phone call, or send a quick message through your app.

Step 2: Share Simple Instructions

Send them a step-by-step message (via the app) showing how to upload these documents using the built-in camera or upload tool. It's quick, secure, and easy to follow.

Step 3: Reinforce the Value

Once the documents are uploaded, send a follow-up message congratulating them — and highlight how great it is to have all their insurance documents stored securely in one place, with no more digging through drawers or email inboxes.

Step 4:

Using the Reminders feature, you will keep track of all of the client’s policy renewal dates. Set reminders in advance and the app will prompt you to engage with clients as their renewal approaches, or, it will send a reminder directly to the client via your app to help you stay proactive and never miss an opportunity to reconnect.

Certainly.

Click here to book a demo with our sale team.