AVELLIO PRODUCT · SALES & OPERATIONS

Your pipeline, customers, tasks and income in one operational view

An adaptable sales and operations platform for businesses that need a clear view from first enquiry through delivery, revenue and future follow-up.

Blossomfield Mortgages is the first customer implementation, with the platform configured around mortgage cases, adviser workflows, fees, commissions and renewals.

First customer implementation: Blossomfield Mortgages

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A business shouldn't need five different views to understand one customer

These are the operational problems the platform is designed to solve — seen first-hand in the workflow we observed while building the first implementation for Blossomfield Mortgages.

Cases spread across systems

In the workflow we observed, cases, follow-ups and client history sat in separate places — hard to see whole at once.

Pipeline visibility

What every adviser is working on, and where each case sits, is unclear without asking around.

Manual fee arithmetic

Proc fees, broker fees and commissions calculated and checked by hand, case by case.

Renewals slipping past

Mortgage expiries — the best repeat business a brokerage has — are difficult to monitor systematically.

Missed tasks and deadlines

Actions belong to people and dates, but nothing brings today's list together.

Slow management reporting

Gross written, net written and completed business take hours to assemble by hand.

The core platform

The underlying product is industry-neutral — designed around the operational shape most sales-led businesses share, then configured around each customer's workflow, terminology and rules.

Leads & customer records

Every enquiry and customer in one place, with the full history attached.

Configurable pipeline stages

Stages that match how your work actually progresses, with filtering and drill-down.

Tasks & ownership

Actions tied to customers, owners and due dates in one Action Centre.

Calendar & important dates

Events and deadlines visible where the work happens.

Income & operational reporting

Expected and completed income, reported at company and individual level.

Renewals & future opportunities

Dates that bring customers back, tracked in configurable windows with clear ownership.

The Blossomfield mortgage configuration

For its first customer, the platform is configured around a mortgage brokerage: applicants and mortgage cases, fact-find, adviser dashboards, proc fees, lender rate references and mortgage-specific reporting. Pick an area to see what it does.

Case pipeline

Every mortgage case moves through six stages — enquiry, submitted, offered, completed, on hold and cancelled — so the whole brokerage can see where everything stands.

  • Filter by adviser, status and period
  • Drill into any individual case
  • Company and individual adviser dashboards
  • Configurable dashboard widgets

Revenue and commission

One view of expected and completed income across every stream a brokerage earns — not just the mortgage itself.

  • Proc fees
  • Client-paid broker fees
  • Life and home insurance commission
  • Solicitor referral fees

An operational income view — the platform is not accounting software.

Renewal tracking

Mortgage expiry dates are the best repeat business a brokerage has. The platform keeps them visible instead of buried in old case files.

  • Upcoming expiries in configurable windows
  • Adviser ownership of each renewal
  • Calendar view of events and deadlines
  • Renewal alerts inside the tracker

Fact-find and client record

A structured multi-stage fact-find builds the client record step by step, with support for multiple applicants per case.

  • Personal information, addresses and properties
  • Dependants, income, assets and liabilities
  • Protection and credit history
  • Budget

Structured record-keeping for your operation — regulatory suitability to be confirmed separately.

Action Centre

Tasks connected to clients, advisers and deadlines — so today's list assembles itself instead of living in five places.

  • Outstanding actions with due dates
  • Assigned adviser on every task
  • Completed status at a glance
  • New task creation in seconds

Reporting

The management numbers a brokerage runs on, generated from the cases already in the system.

  • Gross Written and Net Written (after cancellations)
  • Completed-business reporting
  • Adviser league tables
  • Company view and individual adviser view

Proc-fee calculation

In the Blossomfield configuration, the platform holds a lender and product rate reference, and calculates an indicative proc fee from the mortgage amount and the selected product.

  • Rate reference by lender and product
  • Automatic indicative calculation per case
  • Team, lender, default-fee and notification settings

Rates are maintained by your team and should be checked — they are not supplied live by lenders.

Customer workflow example: a Blossomfield mortgage case

How a case moves through the platform in the Blossomfield configuration — from first call to the next mortgage. Select a step to follow it through.

STEP 1 OF 10

New enquiry

A prospective client gets in touch. The enquiry is logged as a case at the very first stage, visible to the whole brokerage from day one.

Client and applicants created

The client record is opened, with as many applicants as the case needs — a couple, a family member, a guarantor.

Fact-find completed

The structured multi-stage fact-find walks through personal details, addresses, dependants, income, assets, liabilities, protection, credit history and budget — for each applicant.

Mortgage case added

The mortgage itself is recorded: lender, product, amount and key dates, linked to the client and applicants.

Application submitted

The case moves to Submitted. The pipeline, dashboards and reporting update automatically.

Mortgage offered

Offer received — the case advances, and any tasks that follow an offer land in the Action Centre.

Completion recorded

The case completes. It joins the completed-business reporting for the adviser and the company.

Fees and commissions reported

Proc fee, broker fee, insurance commissions and referral income are recorded against the case and roll into Gross and Net Written reporting.

Renewal date monitored

The product end date enters the renewal book, owned by the adviser and visible in configurable renewal windows.

The client returns

When the fix ends, the brokerage is ready first — full history, one view, no digging through old files.

Where the product is today

Designed and built for Blossomfield Mortgages around a real brokerage workflow — its pipeline, fee structures and renewal book. Production status and measured outcomes have not yet been published.

If you recognise these problems in your own sales or case workflow — whatever your industry — we'd like to walk you through the platform and hear how your operation differs. That's exactly how the product develops.

An operational tracking platform. In its mortgage configuration it is not a mortgage sourcing system, advice engine or compliance system, and not a replacement for regulated advice.

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