Mortgage Bridge logoMortgage Bridge
Need help?Pilot user guide

Get set up

Your CRM. One tap away.

Install Mortgage Bridge on your laptop or phone, then switch on notifications. Choose your device below to get started.

Allow around 5 minutes

Pilot test site: open this address in the browser listed for your device

mortgage-bridge-crm-test-site.onrender.com
Open pilot CRM
1Choose your device & install the app
WINDOWS LAPTOP OR DESKTOP

Install with Google Chrome

Use an up-to-date browser and a normal window, outside Incognito mode.

  1. Open the CRM in Chrome

    Go to mortgage-bridge-crm-test-site.onrender.com. Sign in using the details provided for the pilot.

  2. Choose the install option

    Look for the app install icon on the right of the address bar, or use the three-dot menu:
    ⋮ › Cast, save and share › Install page as app…

  3. Confirm the installation

    Keep the suggested name, or use Mortgage Bridge, then select Install.

  4. Keep the app handy

    With the app open, right-click its icon on the Windows taskbar and choose Pin to taskbar. You can also find the installed app in the Start menu.

  5. Open the installed app

    Launch it from its new icon and sign in again if asked. Then complete the notification steps below.
Prefer Edge?
Open the CRM in Microsoft Edge using a normal window, outside InPrivate mode, and sign in. Use the app install icon in the address bar, or select:
… › More tools › Apps › Install this site as an app

In some versions, Apps is directly in the main menu. Confirm Install, then open Mortgage Bridge from its app icon and complete the notification steps below.

APPLE MACBOOK OR DESKTOP

Add the app to your Dock

Safari on macOS Sonoma 14 or later. A Chrome option is below.

  1. Open the CRM in Safari

    Visit mortgage-bridge-crm-test-site.onrender.com and sign in with your pilot account.

  2. Select Add to Dock

    Use the menu bar at the top of your screen:
    File › Add to Dock…
    You can also find Add to Dock in Safari’s Share menu.

  3. Name the app

    Keep the suggested name, or use Mortgage Bridge, then click Add.

  4. Launch from the Dock

    Click the new Mortgage Bridge icon. Sign in again if prompted.

  5. Enable notifications inside the app

    Complete the steps below from the installed app. If macOS asks for notification permission, choose Allow.
No Add to Dock option, or prefer Chrome?

Check your version under Apple menu › About This Mac. Safari’s Add to Dock needs macOS 14 or later.

Alternatively, use up-to-date Chrome: open the CRM, then select ⋮ › Cast, save and share › Install page as app…. Confirm the installation and launch the new app.

IPHONE & IPAD

Add to your Home Screen

Use Safari. Push notifications require iOS / iPadOS 16.4 or later.

  1. Open the CRM in Safari

    Type mortgage-bridge-crm-test-site.onrender.com into Safari. If a link opens inside WhatsApp or an email app, copy the address into Safari first.

  2. Open the Share menu

    Tap Share . Depending on your Safari layout, you may need to open the page menu first, then tap Share.

  3. Choose Add to Home Screen

    Scroll down and tap Add to Home Screen. If it is missing, check Edit Actions at the bottom of the Share menu.

  4. Add Mortgage Bridge

    Keep Open as Web App switched on if shown. Keep the suggested name, or use Mortgage Bridge, then tap Add.

  5. Launch from the new icon

    Return to your Home Screen and tap Mortgage Bridge. Sign in, then enable notifications using the steps below.
Do this in the installed app. On iPhone and iPad, open Mortgage Bridge from its Home Screen icon before switching on notifications.
ANDROID PHONE OR TABLET

Install from Google Chrome

Use an up-to-date Chrome browser, outside Incognito mode.

  1. Open the CRM in Chrome

    Visit mortgage-bridge-crm-test-site.onrender.com. If the link opens inside another app, copy it into Chrome.

  2. Open the three-dot menu

    Tap ⋮ beside the address bar. Look for the installation option:
    Install and create shortcut › Install
    Depending on your Chrome version, it may say Install app or Add to Home screen.

  3. Confirm Install

    Follow the prompt and choose Install if offered. If you are given a choice between installing and creating a shortcut, choose the installation.

  4. Find the new app icon

    Look on your Home screen or in your app drawer. If needed, press and hold the icon to add it to your Home screen.

  5. Open the app and sign in

    Launch Mortgage Bridge from its icon. Complete the notification steps below and choose Allow when prompted.
Only seeing a shortcut? Update Chrome, reload the CRM and try again. If it still opens in a normal browser tab, contact the Mortgage Bridge team.

2. Switch on notifications

Installing the app is the first step. You also need to allow alerts on this device.

01

Open the installed app

Launch Mortgage Bridge from its app icon and sign in. Go to the Dashboard, then scroll below the summary cards to the notification area.

02

Enable alerts for this device

Use the dashboard’s notification control to turn alerts on. When your browser or device asks for permission, select Allow. If already enabled, leave it on.

03

Check the confirmation

Look for the green status confirming notifications are on for this device. Repeat this check in the installed app on your other devices.

Notifications are on for this device

Example of the confirmation to look for in the CRM. It may also show how many other devices have notifications enabled.

Before relying on alerts: arrange a notification check with the Mortgage Bridge team. Confirm an alert arrives while you are using another app. The green status confirms setup, but a received alert confirms delivery.

Ready for the pilot?

Check these on every device you plan to use.

  • The app opens from its own icon.
  • You can sign in and see your dashboard.
  • Notifications are on and you have received a test alert.

A few things that might help

I cannot find the install option

Open the CRM in the browser recommended above, using a normal browsing window. Links opened inside messaging or email apps may hide the install options.

  • Windows: try Chrome’s menu route above. If the app is already installed, look in Start or open chrome://apps in Chrome. If you installed it with Edge, use edge://apps in Edge instead.
  • Mac: Safari needs macOS Sonoma 14 or later for Add to Dock. If your Mac supports an up-to-date Chrome browser, you can use the Chrome instructions instead.
  • iPhone / iPad: scroll down Safari’s Share menu and check Edit Actions for Add to Home Screen.
  • Android: look for Install and create shortcut, Install app or Add to Home screen. Update Chrome if necessary.

If your work device is managed by an IT team, installation may need their help.

I selected “Block” or “Don’t Allow”

Change the permission in your device or browser settings, then reopen the installed app and recheck the dashboard’s notification control. Menu names vary by software version.

iPhone / iPadSettings › Notifications › Mortgage Bridge › Allow Notifications. Use the name you gave the app. If it is absent, open the Home Screen app and try enabling notifications from the dashboard first.
AndroidCheck Settings › Notifications › App notifications for Mortgage Bridge and Chrome. In Chrome, also check Settings › Site settings › Notifications for the CRM address.
WindowsOpen the CRM in the browser you installed it with. Use the site information icon beside the address, open its site permissions and set Notifications to Allow. Also check Windows Settings › System › Notifications for the browser or app.
MacFor the Safari app, check Apple menu › System Settings › Notifications › Mortgage Bridge. For a Chrome installation, also allow notifications for the CRM in Chrome’s site settings.
Notifications are on, but alerts are not arriving
  • Check that the dashboard confirms notifications are on for this device, and that you are signed in to the correct account.
  • Check permissions in both the device settings and the browser or installed app.
  • Check whether Focus, Do Not Disturb or a notification schedule is silencing alerts.
  • Make sure you have an internet connection. On Android, check whether battery-saving settings restrict the app or Chrome.
  • During the pilot, keep the desktop app open or minimised while working. Browser background settings, a sleeping computer or a force-stopped app can affect delivery.

Reopen the installed app, recheck the notification status and arrange another notification check with the team. Share your device, browser and a screenshot of the status if it still does not work.

Do I need to download anything from an app store?

You install this version directly from the CRM website using the steps above. A PWA (progressive web app) is the website installed as an app, with its own icon and app window.

Use an internet connection for the CRM and live updates. You may be asked to sign in again when your session expires.

Can I use it on both my laptop and my phone?

Yes. Use your pilot account on both, then install and allow notifications separately on each device. You may receive the same alert on both devices if both have notifications enabled.

If you only want alerts on one device, use the notification control from the device you want to silence and check the resulting status.

Still need a hand?

Contact the Mortgage Bridge team with your device type, browser and a screenshot of where you are stuck.

Email the team
Browser help & guide information

Prepared for the Mortgage Bridge pilot, 23 September 2026. Browser instructions were checked against the official guidance below. Screenshots updated 25 September 2026 and supplied by Mortgage Bridge. Browser wording and the pilot interface may change.

Mortgage Bridge   /   Pilot app setup guide   /   September 2026

Dashboard screenshot

Important information: Mortgage Bridge provides information only and acts as a mortgage introducer. We do not provide mortgage advice or make lender recommendations. We can introduce you to an FCA-regulated mortgage adviser who can provide personalised mortgage advice.