What are Advizo workflows?
A workflow in Advizo is simply your ideal process, written down and automated.
With Advizo, you control every part of your workflow: you can add, remove or reorder stages, define what triggers the next step, choose who receives each task, and decide which emails, SMS messages or portal updates are sent and when.
The core framework is already built for you, but every detail is fully customisable to how your firm works.
Tasks assign themselves automatically based on rules you set—no more notebooks, Outlook reminders or hidden spreadsheets. You choose when tasks are created (such as at New Lead, DIP Accepted, or Offer Issued), who they’re assigned to (a specific person or a role like Admin – Glasgow Team), how quickly they’re due, and what happens if they’re not completed on time, including reminders, escalation or reassignment.
Every adviser sees a clear, simple “Today” list, while managers get full visibility of workload and progress across the entire firm.
Leads Enter. Advizo Takes Over.
A new lead enters Advizo from your website, introducer portal or Facebook form. The system instantly creates the case, assigns a task to call the lead, sends a welcome message with your booking link and drops them into your New Leads pipeline.
You choose the response time, the first contact method, the workflow for each lead type and which adviser receives it. Every lead gets the same fast, consistent process—automated exactly the way your firm wants it.
Set It Once. Advizo Handles the Rest.
When a case is marked “Mortgage Offered”, Advizo automatically sends a congratulations email, schedules a review, creates renewal tasks and adds the client to your nurture journey.
You control the timing of renewal reminders, the workflow for each lender or product type, the review questions you ask and how often you communicate. Future business is built automatically—on a timeline that suits your firm.
Remove the Admin. Keep the Human Touch.
A smarter way to run cases: fewer emails, fewer reminders, more time for clients.
Consistent client journeys – your way
When a case hits “Mortgage Offered”, Advizo takes over—sending a congratulations email, scheduling a review and setting up renewal tasks so future business is already in motion. You choose the renewal timing, workflow variations, review steps and communication style. Set it once, and Advizo keeps you ahead of every client’s renewal automatically.
Clear visibility across the whole firm
With all work inside Advizo, advisers see every case and task in one place, the team knows exactly what needs doing today and owners get live dashboards of capacity, pipeline and renewals. You control who sees what and can tailor views for advisers, admins, owners and introducers. No more chasing—just a clear, real-time picture of the whole firm.
Less admin, more advising
Every automation you switch on removes manual work—document chasers, appointment and valuation reminders, renewal prompts and pre-built task lists for every case type. You choose the balance: heavy automation for high-volume work or more manual touchpoints for complex cases. More time advising, less time administrating.