Manage Your Entire Business
Everything in one place.
CRM & Business Management Platform
Nikera Flow
The Modern CRM Platform for Mortgage & Protection Firms
Nikera Flow helps mortgage and protection firms manage leads, clients, cases, documents, tasks and business operations through one modern, secure and intuitive platform.
Why Nikera Flow?
One platform. A clearer way to work.
Improve Productivity
Reduce repetitive admin work.
Built for Mortgage Professionals
Designed around real adviser workflows.
Grow With Confidence
Scale your business with confidence.
Key Features
The tools your team needs, connected
Lead Management
Client Management
Mortgage Pipeline
Protection Pipeline
Task Management
Appointment Management
Document Storage
Communication History
Reporting & Analytics
Role Based Security
Dashboard
Future AI Assistant
Beautiful Dashboard
Everything Important At A Glance
Start every day with a clear view of the work, activity and opportunities that matter.
Today's Tasks
Business Pipeline
Cases
Appointments
Performance
Market Information
Designed For
Built around the people doing the work
M
Mortgage Advisers
P
Protection Advisers
M
Mortgage Firms
G
Growing Businesses
Why Businesses Choose Nikera Flow
Professional software without unnecessary complexity
Simple
Modern
Secure
Fast
Reliable
Scalable
Demo Access
Try Nikera Flow Today
Experience Nikera Flow using our demonstration environment.
This demo contains fictional sample data and allows you to explore the platform before requesting a personalised demonstration.
NF
Nikera Flow Demo
Demonstration environment
- Username
demo_admin@nikera.co.uk- Password
DemoAdmin@123
Book A Personal Demonstration
See Nikera Flow In Action
Book a personalised online demonstration to see how Nikera Flow can transform your mortgage and protection business.
Request a DemoFuture Roadmap
A platform designed to keep evolving
- 1
Version 1
CRM Platform
- 2
Version 2
AI Assistant
- 3
Version 3
Client Portal
- 4
Version 4
Business Intelligence
- 5
Version 5
Industry Editions
Frequently Asked Questions
Questions about Nikera Flow
Who is Nikera Flow designed for?
Nikera Flow is designed for mortgage advisers, protection advisers, mortgage firms and growing businesses that need one clear system for clients, cases and daily operations.
Can I customise the CRM?
Nikera Flow is designed around practical business workflows. Contact us to discuss your processes and the configuration your firm requires.
Can Nikera host it for us?
Yes. Nikera can provide a hosted environment and discuss the right setup for your security, access and operational requirements.
Can it be installed on our own server?
Deployment requirements can be reviewed as part of a demonstration. We will recommend an approach based on your infrastructure and support needs.
How secure is the system?
Nikera Flow includes role-based access and is developed with secure, maintainable engineering practices. Specific security requirements can be covered during your demonstration.
Can I request new features?
Yes. Product feedback helps shape future improvements, and we can discuss requirements that are important to your firm.