Focused assistant build for broker teams
AI Personal Assistant for Mortgage Brokers
Enquiries, document chasing and follow-ups—drafted and organised around your brokerage. Less desk admin. Your team approves every client-facing message.
Less chasing.
Clearer next steps.
Choose the broker admin you want handled first.
- Missing document
- Draft prepared
- Broker approval
Ready to review. Nothing sent without you.
New enquiries
Lead summaries and callback notes, ready for your team.
Missing documents
Client reminders drafted from your document checklist.
After the appointment
Call notes, next steps and follow-up drafts in one place.
Your process. Your assistant.
Map it
Choose the task and approval points.
Build it
Connect the agreed tools and workflow.
Check it
Review drafts against your examples.
Use it
A working assistant, with clear handover notes.
Your judgement stays central.
No automated credit advice or product recommendations.
Broker approval before any external message is sent.
What does it handle?
Admin coordination: enquiry summaries, document reminders, meeting notes and follow-up drafts.
Built for our brokerage?
We use your process and examples to shape the workflow, wording and approval steps.
What do we receive?
A focused assistant build, checked against real examples, plus operating notes for your team.
What’s taking up your desk time?
Tell us the task you want off your desk. We’ll help scope your focused assistant build.
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