Your brokers are spending half their day chasing documents instead of closing cases.
We build AI automations for mortgage brokerages — application document collection, AML checks, lender follow-up, and client status updates — so your team spends time on cases, not admin.
The places your time disappears
Clients going quiet mid-application and nobody chasing them systematically.
AML and ID document collection handled by email, back and forth for days.
Lender updates logged manually — or not at all.
Clients calling for status updates because they haven't heard anything.
New enquiries sitting in an inbox while your brokers are tied up on cases.
Specific automations, not generic platforms
Every build is scoped to one of the workflows costing your team the most time. Built once, handed over, yours to keep.
Document Collection
Automated document request and chase sequences — clients prompted automatically until they respond.
AML & ID Checks
AML and ID verification workflow — requests sent, tracked, and flagged when outstanding.
Client Status Updates
Automation that ends inbound calls asking where things stand.
Enquiry Triage
New enquiry handling and qualification — leads captured and prioritised without manual triage.
CRM Integrations
Integrations with Twenty7Tec, Mortgage Brain, Salesforce, and your CRM.
Built to your workflow. Handed over to keep.
In a process that runs on deadlines and documentation, a missed chase or a slow response doesn't just frustrate a client — it can lose a case. We build automations that keep things moving without your team having to remember to chase.
Every project is fixed price. No retainer, no ongoing fees, no surprises. Full documentation and training at handover. The system is yours.