for UK mortgage brokers
AI workflow assessment for UK mortgage brokers - cut the document chasing and case admin.
We sit down with your brokerage for 60 minutes, diagnose where the hours actually go - chasing documents, the fact-find, affordability and compliance admin, progressing cases through lenders - and hand back a report built around how you place business: named tools, step-by-step recipes, and a prioritised plan to reclaim the time. Not a template.
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. You know AI could take some of it. You just need someone to show you exactly where, and in what order, for a brokerage that runs the way yours does.
That is what the assessment is for. Not another CRM upsell, not a generic tool list - a 60-minute diagnostic of your brokerage and a plan built around what will genuinely give you the hours back.
The document chasing and case admin behind every completion - and what it is worth fixing.
We don't put a single headline figure on mortgage admin here, because your mix decides it - a purchase-heavy brokerage chasing solicitors and estate agents loses time differently to a remortgage and protection desk on a review cycle. What we can say from assessing UK service businesses is that the biggest drains are consistent: document chasing, the fact-find, affordability and compliance admin, and case progression.
The assessment measures your actual week rather than a benchmark. In the 60-minute session we map where the hours really go across advisers and case handlers, then work backwards to the drains worth fixing first - so the number in your report is yours, not an average.
Run your own numbers in the admin cost calculator, or read the full breakdown in why response time decides who wins the enquiry.
The assessment is £799 - and we work the numbers out from your actual week, not a sector average.
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 map how the chase runs in your brokerage and show where AI drafting and scheduled reminders take the follow-up off your desk, so cases stop stalling on missing paperwork.
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 show which parts AI-assisted capture and a tighter integration handle for you, so the fact-find stops being typed twice.
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 show where AI drafts the suitability write-up and organises the evidence - while the advice and the sign-off stay firmly with the adviser.
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 map your progression flow and show where reminders and AI-drafted chasers keep every case moving.
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 give you a workflow and a prompt library so keeping clients informed - and responding to leads before they cool - stops costing you the day.
Protection and remortgage follow-ups
The protection conversation that gets forgotten, the remortgage that lapses onto the lender's SVR because nobody diarised it. We show how a simple follow-up workflow runs itself, so the repeat and referral business you have already earned does not walk out the door.
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 £2,500, 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.
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 →Not ready to book? Take the free 2-minute AI readiness quiz to see where your brokerage stands.