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Toolbox is a web-based back-office system which means you can run your business and provide advice to your clients anytime, anywhere.

Exclusively available via TMA it provides you, the Directly Authorised Broker, with just one platform which will house all of your CRM needs. Toolbox is an intelligent technology solution and an award winning platform, built with advisers for advisers, with multiple functions within one system (click on the icons below to learn more).

Toolbox is integrated with both Twenty7tec Sourcing and Solution Builder.

Here are some of the key areas of functionality used by brokers:

Key Features:

Virtual PA
Lead generation through Virtual PA mining your data to provide sales opportunities
Case reviews
Feedback on Compliance case reviews when utilising TMA Compliance offering
Task Alerts
Diary management system for advisers and admin support, which will provide efficiency in your pipeline management
B&C Quotations
Provide your clients a B&C policy from our 5 providers
Training Matters
Link through to our optional CPD Test portal
Business Management Reports
Full suite of reporting information for you to be able to manage your business successfully
Integrated services
Various integrated partners to provide you time-saving solutions throughout the advice process
Due Diligence
Know your customer – Use our integrated EIDV check through Experian
Client Portal
Interactive portal for you to communicate with your clients in a safe and secure environment, saving you time and providing valuable information upfront


TMA Club want to give advisers the right tools for the job, so they can focus on their customers and grow their businesses. Toolbox is designed to streamline processes and make life easier for brokers and their customers. With so much functionality in one platform, it saves using and paying for multiple systems.


As toolbox is an in-house solution, it can be adapted quickly in line with market, lender and provider changes. Intermediary feedback is gathered regularly to ensure that Toolbox delivers world class experiences for all users, in particular meeting customers’ needs.

As a purpose-built technology solution, TMA have full influence of direction for enhancements whilst ensuring user experience and data security is at the core of decision making. In essence, TMA Club are not restricted by third party solution limitations – it is all our own making. Our approach means that brokers and their customers are at the centre of our technology.

Registration Process:

TMA have their own registration form for Toolbox as per the below. Once completed please return to

Register here

Contact details:

If you have any questions about TMA Toolbox, please contact the team on 0330 303 0236 or email

Click here to visit the Toolbox Support Hub

Get in touch with us today.

Want to discuss our Technology options with a member of our team? Submit the call-back form.