An AI agent that runs the fact find.
Client details collected and checked before you meet.
In short
A mortgage broker fact find records the client's income, living expenses, assets, debts, credit history and goals, so the broker can assess what loan is not unsuitable and meet the best interests duty. The Agentive Group AI agent sends the client your fact find, collects the answers in plain language, checks them against the documents provided, flags gaps or conflicts and has a clean summary ready before the broker meets the client.
Sound familiar?
- Meetings spent typing up details
- Half completed fact finds
- Expenses that do not match the bank statements
How your AI agent does it
Send
Your fact find to the client.
Collect
Answers in plain language.
Check
Against payslips and statements.
Summarise
A clean file for the broker meeting.
What changes for your broking business
- Shorter first meetings
- Complete client records
- Gaps found before a lender finds them
- Brokers focused on the client's goals
Questions
Can an AI agent do a mortgage broker fact find?
It can collect and check the details in your fact find format. The broker reviews it with the client and decides what the client needs.
Does it work out what the client can borrow?
No. It prepares the information. The broker uses lender calculators and their own judgement to assess borrowing capacity.
What if the client's answers conflict?
It flags any conflict, such as expenses that do not match the bank statements, so the broker can ask about it.
More work your AI agent does
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.
