Services
The loan file work, handled.
Five jobs your AI agent does every week.
An AI agent that runs the fact find.
Client details collected and checked before you meet.
An AI agent that chases and checks loan documents.
Payslips, statements and ID chased and checked.
An AI agent that drafts your best interests notes.
Notes drafted from the meeting, finalised by you.
An AI agent that tracks every loan to settlement.
Clients and conveyancers updated at every step.
An AI agent that follows up every new enquiry.
Every enquiry answered quickly and a meeting booked.
Not sure where to start?
Most brokers start their AI agent on document chasing and enquiry follow up. We will show you with a real example.
Book a demo