eKeeper Lite Home

eKeeper Lite

We are proud to announce eKeeper Lite, a lightweight version of the full eKeeper CRM suite, free for all UK mortgage intermediaries and financial services companies. Through eKeeper Lite you receive:

  • Client and Case management
  • Case notes
  • Address book
  • Full document storage
  • Uinsure general insurance integration
  • Optimus dynamic conveyancing panel management integration

Check out this quick tour to see it in action!

Register for eKeeper Lite


In order to register for eKeeper Lite you must:

Through eKeeper Lite, you will be registered to perform AML checks and Credit Reports. Click here to register for eKeeper Lite.  During the Covid-19 situation, we are removing all contractual restrictions to using eKeeper Lite.

Extended functionality including Diary, FactFind, Workflow, Accounts reconciliation, Reporting, and more can be found within our main CRM product, MortgageKeeper.