Mortgage brokers
Less case chasing.
More time for your clients.
Organise supporting documents, flag missing evidence and prepare routine requests so advisers can focus on reviewing the case and advising the client.
Where the week gets lost
Does this sound familiar?
Missing periods are spotted late in preparation
Staff re-key the same details into trackers
One concrete workflow
From incoming evidence to an adviser review pack
Synthetic sample data. An example of a possible setup—not a client case study or measured result.
What comes in
Case MB-401 requires payslips for May, June and July. The client sends May and June, plus a bank statement.
What we set up
Identify the supplied document types and periods against the agreed case checklist. Flag July as missing and keep source links available.
What your team receives
The case view shows “Request July payslip” and a draft client message for approval. Staff update the agreed tracker or review an export before importing it.
Case preparationSample data
Broker operations · sample dataNext actions
4Active cases
2Missing evidence
2Ready for adviser
| Case | Next action | Status |
|---|---|---|
| MB-401 | Request July payslip | Waiting |
| MB-402 | Adviser document review | Ready |
| MB-403 | Confirm statement period | Waiting |
| MB-404 | Adviser document review | Ready |
A preparation view, not an affordability, eligibility or compliance decision. Advisers check evidence and retain responsibility.
Example output—not a new app you have to buy. This could be delivered in an agreed spreadsheet, dashboard or existing system.
The human checkpoint: This is preparation support, not lending, affordability, suitability or compliance advice. Advisers verify documents, evidence and all decisions.
The business reason
Make the next step easier for your team.
01 / THE INTENDED IMPROVEMENT
See outstanding evidence in one place
02 / THE INTENDED IMPROVEMENT
Prepare precise requests for missing periods
03 / THE INTENDED IMPROVEMENT
Give advisers a clearer preparation view
Done for you, within an agreed scope
A workflow your team can operate.
We define the rules, prepare the data, configure the agreed tools and test the exceptions. You receive the setup, operating guide and handover—not simply a recommendation to try AI.
Explore the AI Workflow SprintStart with the systems you already have
We confirm available features, exports and integrations before proposing a build. No universal connector or replacement system is assumed.
Your business. Your bottleneck.
What would you like to stop chasing?
Free written first review. Best suited for SMEs where teams spend 10+ hours per week on repetitive admin. Implementation from £5,000.