BROKERS

Stay useful between transactions.

Every client's home kept in view, and the next mortgage or protection conversation prepared before they look elsewhere.

Demo available
The client bookEach client home, its next event and what is ready
Illustrative homes
HomeNext eventWhenPreparedState
12 Cedar Road, BristolBristolFixed rate ends4 Apr 20276 months aheadRetention caseSourced · not adviceAwaiting permission
4 Alma ValeCliftonRenew home insurance27 Oct 202623 daysThree like-for-like optionsPrepared
27 Hill StreetTotterdownBoiler service dueNov 20266 wksEngineer slot heldPrepared
9 Marlowe CloseBishopstonLoft insulationEPC E:Quote and funding checkOpportunity
Flat 3, 18 Park RowBristolFixed rate endsSep 202711 months ahead:Watching
61 Ashley RoadMontpelierRemortgage completedSep 2026doneOutcome in the recordVerified
Advice stays with you · households choose what is sharedOrdered by what needs attention
The relationship

The client doesn't disappear at completion.

Between remortgages the home keeps changing: renewals, repairs, improvements, life events. Each one is a reason to be useful, with the household's permission.

Today
CompletionNext remortgage
With MIZAN
Completion Insurance renewal Boiler verified Insurance renewal Loft insulation Insurance renewal New baby · cover review Insurance renewal Rate case · permission Remortgage
Year 1Year 2Year 3Year 4Year 5
Distribution

Keep each client's next review ready.

You bring the homes you already serve. Each one gets its own agent and its own record, in your name. Each new review starts from information already on record.

Your firmOne relationshipIn your brand
PreparedNeeds permissionVerifiedWatching
Roles

Advice stays with you.

MIZAN prepares. The household permits and chooses. You advise. Lenders and insurers decide. Nobody's role is taken by the agent.

MIZANKeeps each home's record current and prepares the next case. Asks permission and checks the outcome.
HouseholdApproves, declines or revokes. Chooses whether the case comes to you.
YouAdvise, recommend and arrange, under your own permissions.
Lenders and insurersUnderwrite, price and decide.

Better information on every home you insure or lend against.

MIZAN PREPARES · HOUSEHOLDS PERMIT · INSTITUTIONS DECIDE

tahir@mizan-os.ai