Adviser portalLoading…
Madox adviser portal
For advisers working with Madox and their assistants.
Log in
Enter the email your account is set up with. We'll email you a one-time login link. No password needed.
Confirm your email
You've opened the link on a different device or browser. Enter the email you asked for the link with.
Request access
The portal is for advisers working with Madox. Tell us who you are and one of our team will be in touch once they've confirmed your access.
Working as an adviser's assistant? Don't request access here. Ask your adviser to add you under My team, then sign in with your own email.
Not active yet
Your access request is with us. We'll email you once you're approved.
Welcome to Madox
Watch this short video, then answer some quick questions. Get one wrong and we'll show you why, so you can't fail. It takes about 5 minutes, then the portal is all yours.
Check a deal in under a minute
Enter a few basic details about the property and loan. We'll show you which Madox products could fit, and anything we'd want to talk through. No client details needed yet.
Send this scenario for a formal look
All we need to start is your client's name and whatever you have on hand. The loan application form on its own is plenty. An underwriter will look at it and call you, and we'll ask for anything else later.
Who’s borrowing?
Just names are fine. Up to 4.What do you have right now?
Other things we may ask for later (not needed to start)
Depending on the product, we might come back for some of these. Attach any you already have.
Received. Reference
Thanks. An underwriter will look at it and call you. We've emailed you a confirmation, and you can track it under My deals.
Your assistants
Assistants sign in with their own email and can run scenarios, upload documents and send deals for you. Everything is recorded under your name, and everything Madox sends comes to you, not to them.
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Current versions of our adviser forms and guides. We keep these up to date, so download from here each time.