Who we help
AI Automation for Mortgage Brokers and Agents
Never miss a renewal, chase fewer documents, and follow up with every lead — without more admin.
Renewals are the business you already earned, and they are easy to lose when maturity dates live in a spreadsheet. Document collection and lead follow-up take the rest of the week.
We set up tools that track every maturity date and prompt timely outreach, send clients a clear checklist of what to gather, follow up with new enquiries, and help your website show up when people ask AI assistants for a broker. Client messages can be prepared in the languages your clients speak.
You stay in charge of every recommendation and every application. The tools organise and remind; they don't quote rates or give mortgage advice.
Where to start
Where clients usually start
AI Training
We teach your team to build and run their own AI agents — so the know-how stays in-house.
→02Guided setupAgent Setup
We set up your first AI agent alongside your team, then hand it over with everything you need to run it.
→04Build & maintain
AI Employee
We build an AI employee for a defined role in your business and keep it working for a monthly fee.
→Use cases
What we usually build first
Document Intake
An AI agent that reads the documents your team re-keys, and puts the data where it belongs.
→Use caseInbox Triage
An AI agent that sorts your shared inbox, routes every message and drafts the reply.
→Use caseRenewals & Follow-up
An AI agent that tracks every renewal date and follows up with every lead, so nothing slips.
→Not sure where to start?
Book a free discovery session. We'll look at your work together and tell you plainly where AI would help — and where it wouldn't.