AI for Mortgage Brokers: Stop Chasing Paperwork. Start Closing Mortgages.
Mortgage brokers spend 10–15 hours a week on admin that follows the same pattern every time. Chasing clients for payslips. Chasing lenders for updates. Chasing solicitors for completion dates. We automate the chasing so you can focus on the advice — the part that actually earns your commission.
✓ 5+ hours/week guaranteed or full refund · ✓ Report in 5 days
10+ hrs
saved per week on average
Currently losing
10–15 hrs/week
to repetitive admin
The problem
What's eating your time?
These aren't random inefficiencies. They're the same tasks, every week, taking the same amount of time — because nothing has been set up to handle them automatically.
Client document chasing never ends
Every application needs payslips, bank statements, ID, proof of address — and clients never send them all at once. You send the same reminder emails three times per client, every week, for every active case.
Lender updates are a black hole
You submit the application and then wait. Clients ask for updates you do not have. You chase the lender. The lender chases the underwriter. Nobody proactively tells you anything — you have to pull every status update manually.
Compliance paperwork grows with every case
FCA compliance means documenting every recommendation, every client interaction, and every decision. Suitability letters, fact finds, and disclosure documents all need creating, sending, and filing — for every single case.
What we build
What we automate for mortgage brokers
These are the specific workflows we've identified and automated across mortgage brokers businesses. Each one is built around your existing tools and processes — not a generic template.
Client document chasing
Automated reminder sequences that request specific missing documents at day 1, 3, and 7. Each reminder is personalised with the client's name and the exact documents still outstanding.
Application status tracking
Automated lender portal checks or email parsing that captures status changes and notifies you and the client without manual checking.
KYC/AML compliance checks
ID verification and AML screening triggered automatically when a new client is onboarded. Results logged and filed without manual data entry.
Suitability letter generation
AI-drafted suitability letters based on your fact find data. You review and approve — cutting drafting time from 45 minutes to 5.
Referral and lead follow-up
Automated follow-up sequences for estate agent referrals, web enquiries, and past clients approaching renewal. No lead falls through the cracks.
Renewal and remortgage reminders
Automated alerts 6 months before fixed rate expiry, with personalised outreach to clients about their options. Turns your back book into a recurring revenue engine.
How we deliver it
The services we use
Most mortgage brokers engagements combine two or three services. The AI Assessment tells you exactly which ones apply to your situation.
Process Optimisation
Map your workflows and find the hours hiding in plain sight
⏱ 2–3 weeks
Learn more →
£1,500–£3,000No-Code Automation
Connect your existing tools and automate the repetitive steps
⏱ 1–2 weeks
Learn more →
£2,500–£8,000Custom AI Assistants
A GPT trained on your business that answers like you would
⏱ 2–4 weeks
Learn more →
5+ Hours Saved Per Week — Or Your Money Back
Every engagement begins with the AI Assessment. If we can't identify at least 5 hours of weekly time savings in your business, you get a full refund. No questions asked. We've done this enough to be confident in that commitment.
Book Your AI Assessment — £499Questions
Common Questions
Does this work with my CRM and sourcing system?+
We integrate with most broker CRMs and sourcing platforms. If your system has an API or can send/receive emails, we can connect it. Compatibility is assessed during the discovery call.
Will the AI know about current mortgage products?+
Custom AI assistants can be trained on your product knowledge, but we do not replace your sourcing system. The AI handles admin automation — document chasing, compliance drafting, client communication — not product selection or advice.
How does this work with FCA compliance?+
We design automations that support your compliance obligations — not replace them. Suitability letters are AI-drafted for your review, not auto-sent. All client communications are logged. We document data flows for your compliance records.
Is my client data safe?+
We build within your existing systems. Client data stays in your CRM and email. We use enterprise-grade AI services with appropriate data processing agreements. No client data is used for model training.
What is the ROI for a typical broker?+
A broker handling 10+ cases per month typically saves 10-15 hours per week on admin. At average hourly rates, that is £15,000-£25,000 per year in time reclaimed — and often means capacity for 2-3 more completions per month.
Ready to Get Started?
Book the AI Assessment and get a custom report showing exactly which tasks in your mortgage brokers business can be automated — and what you'll get back.
Book Your AI Assessment — £4995+ hours/week guaranteed or full refund · Custom report in 5 days · 30-minute review call included