- Lead intake and qualification within minutes
- Document collection and checking with gaps flagged
- CRM updates without retyping
- Call notes logged automatically
- Pipeline reporting every Monday
Home / Industries / AI automation for mortgage and finance brokers
Industry · Finance & mortgage brokers
AI automation for mortgage and finance brokers.
Brokering is a race against paperwork: chasing documents, checking payslips and statements, updating the CRM and following up leads before they go elsewhere.
We build AI for brokerages that collects and checks documents, keeps the CRM current and follows up every lead, so brokers spend more time with clients.
Where AI helps brokers most
Example
A client uploads six documents. The assistant reads each one, confirms the payslips and bank statements cover the right period, flags a missing ID and updates the file in the CRM.
Questions people ask.
Is client data handled securely?
Yes. Everything runs in your own accounts with access limited to what is needed, and we work within your compliance obligations.
Does it work with Salesforce or Mercury?
We integrate with common broker CRMs and Salesforce where access allows.
How much does it cost?
Every build is fixed-quoted after we understand your process, so you know the price before we start. You pay for the project, not per seat.
Who owns what you build?
You do. It is built in your own accounts and you own every line of code.
See it in action.
ENQUIRIES & BOOKINGSAI Lead & Enquiry Response AutomationOur AI enquiry handler replies to every new enquiry within minutes, asks your qualifying questions, answers…OPERATIONS & REPORTINGCRM Data Cleanup & DeduplicationOur data clean-up assistant finds duplicates and broken records, standardises phone numbers, names and…OPERATIONS & REPORTINGAI Meeting Notes & Follow-Up AutomationOur meeting notetaker joins your Zoom, Teams or Google Meet calls, writes a clean summary, pulls out…
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Call or email. A person answers.
Tell us what eats your week.
No pitch deck. We'll tell you straight whether it can run itself, what it would take and what it would save. Every build is fixed-quoted and you own every line of it.