for UK mortgage brokers
AI workflow assessment for UK mortgage brokers - cut the document chasing and case admin.
Pick an hour when you are not waiting on a lender, if such an hour exists. Those 60 minutes go on everything that is not the advice - chasing documents, the fact-find, affordability and compliance admin, progressing cases through lenders, keeping pace with rates that move daily - and the plan you get back is sorted by what gets a case to offer faster, saying plainly which parts to switch on first.
The chasing and paperwork behind every mortgage placed.
You earn on cases completed. Then the week fills with the work in between: chasing payslips, bank statements and ID that the client keeps forgetting, running the fact-find and keying it into the system, building the affordability case and the compliance file, and progressing every application through the lender so it does not stall.
None of it is advice, but all of it has to happen - and it is the reason a case drags for weeks, the reason a hot lead goes cold while you finish another file, and the reason writing more business means more admin, not more advice. Meanwhile the enquiry that came in on Tuesday has already spoken to whoever answered on Tuesday.
There is always another CRM being sold into this market. An hour inside how you actually place business gives you a plan that starts with the drain costing you most.
The document chasing and case admin behind every completion - and what it is worth fixing.
Any single figure for mortgage admin would be somebody else's brokerage. A purchase-heavy desk chasing solicitors and estate agents loses time differently to a remortgage and protection book on a review cycle, and a network's compliance requirements move it again. The drains themselves barely vary: document chasing, the fact-find, affordability and compliance admin, and case progression.
So the session takes two of your own cases. We put one that completed cleanly beside one that dragged - what was chased, how often, and how much of it was the same request going out again. The difference between the two is where the report starts.
Run your own numbers in the admin cost calculator, or read the full breakdown in what response time does to your enquiries.
The assessment is £799 - and the cases behind it are the ones sitting in your pipeline this week.
Your six biggest time sinks - and what we do about each one.
We map your whole brokerage in the 60-minute session, then work backwards to the drains worth fixing first. Here is how that lands on the specific admin mortgage brokers feel.
Document chasing
Payslips, bank statements, ID, proof of deposit - the documents a case cannot move without, and the client who sends two of the four. We take one live case and write down every request that has gone out for the same document, which is the quickest way to see what a scheduled reminder would have handled on its own.
Fact-find and data capture
The full picture - income, outgoings, credit, circumstances - captured once and keyed into the system, then re-keyed for the lender. We watch the fact-find being keyed once and then keyed again for the lender, and mark which fields make that second journey.
Affordability and compliance admin
Building the affordability case, evidencing the recommendation, and assembling the compliance file the way your network or the regulator expects. We ask an adviser to talk us through their last suitability write-up and time where it slowed - the advice and the sign-off stay firmly theirs.
Case progression through lenders
Submitting the application, tracking it through underwriting, answering lender queries, and pushing for the offer - the relentless follow-up that stops a case dying in a queue. We chart one case's journey through underwriting and find the stretches where it simply sat, waiting on a chase nobody had time for.
Client updates and lead response
The new enquiry that needs a fast reply, the 'any news?' from an anxious buyer, the weekly update that keeps the client from calling the estate agent instead. We measure how long a new enquiry currently waits for its first reply, and check a run of your client updates for how much of each is genuinely new information.
Lender rates on the move
Lender rates move daily, and a Bank of England decision or a government fiscal announcement can shift them without warning - leaving cases to re-check, quotes to redo, and clients on the wrong product needing a call before they hear it from someone else. We work back from the last rate change: how it reached you, how long it took to reach the clients it affected, and what the re-work cost - the rate and the advice stay with you.
What this is - and what it isn’t.
The assessment is a diagnostic and a plan. Within two working days of your call you get a passcode-protected report: the AI and automation opportunities we have found for your brokerage, named tools with costs and setup time, step-by-step recipes, a prompt library, an impact-versus-effort ranking, and ROI worked out on your real numbers. It is written in plain English so you can act on it - no technical background needed.
It is guidance, not us doing the work for you. If the report flags something worth building - a document-chasing agent, say - the Custom AI Agent Build is a separate product from £949, scoped case by case. If you would rather implement the report’s quick wins yourself with someone beside you, the Implementation Kickstart (£349, 90 minutes) is there for that. The assessment always comes first.
The kind of result we publish.
Real clients, in their own words - the full story, what we found, and the measurable change in their week.
“Knowing something and doing something are completely different things.”
Questions mortgage brokers ask us.
Is client financial data safe if we start using AI tools?
Can AI help with suitability and compliance without creating risk?
We already use a CRM and a sourcing system. What is left to find?
Is £799 worth it for a small brokerage?
One payment. A written plan,
a video walkthrough, and someone
checking in to make sure it happens.
A diagnostic session, personalised report, video walkthrough, and follow-up support. One payment, no ongoing costs.
Find out where your brokerage's hours actually go.
Book a 60-minute diagnostic. Get a report built around your brokerage within two working days, a video walkthrough, and follow-up support. Money back if it doesn't show at least 5 hours a week worth reclaiming.
Book your assessment →