AI tools for mortgage and insurance brokers in Liverpool, Wirral and Cheshire

Fact-finds captured,renewals never missed.

Brokers spend hours collecting information and documents before they can advise, then risk losing clients at renewal. We build AI tools that capture fact-finds, chase documents and remind clients before renewals.

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(01) Overview

AI tools for mortgage and insurance brokers, explained.

Brokers spend a large part of every case gathering information and chasing documents before they can advise, and risk losing clients when a product or policy comes to an end. AI tools for mortgage and insurance brokers capture fact-finds, run document checklists and remind clients well before renewal.

The advice and recommendations always stay with you. The tools gather, organise and remind.

(02) The admin problem

The admin that slows mortgage and insurance brokers down.

Problem 01
Fact-finds typed up from calls. The first meeting gathers a lot of information, and typing it up afterwards takes time.
Problem 02
Documents arrive in pieces. Payslips, bank statements and ID come in by email, post and text, and gaps hold cases up.
Problem 03
Renewals missed. Clients whose fixed rate or policy is ending go to their lender or a comparison site if nobody reminds them first.

(03) Suggested tools

AI tools we build for mortgage and insurance brokers.

AI tools & assistants

Tool 01

Fact-find capture

Clients complete the basics online before the meeting, and your call notes fill in the rest, ready for you to check.

Tool 02

Document checklists

Each client gets a checklist of what is needed and reminders until everything is uploaded.

Tool 03

Renewal reminders

Clients are contacted well before their product or policy ends, with a link to book a review.

Tool 04

Enquiry replies

New enquiries answered quickly and booked in for an appointment with you.

Also worth adding

Tool 05
Case progress updates. Clients told when their application reaches each stage.
Tool 06
Protection review prompts. Clients prompted to review their protection after a mortgage completes.
Tool 07
Referral thank-yous. Introducers and clients who refer thanked and kept informed.
Tool 08
Review requests. Clients asked for a review once their case completes.

One fixed price, agreed before we start. We set the tools up around the way you already work, train you in plain English and hand them over for you to run.

(04) Worked example

How the tools work together for mortgage and insurance brokers.

This is an example. It shows how the tools could work together for a typical business. It is not a real customer or a case study.

For example, a mortgage broker in Bebington books a first-time buyer. Before the call, the buyer fills in the basics online. During the call, the broker's notes complete the fact-find, which they check and save.

The buyer gets a checklist of documents and reminders until all of them are uploaded. Four months before the fixed rate ends, the client gets a reminder to book a review.

(05) Questions

AI tools for mortgage and insurance brokers: questions.

Does the AI give financial advice?

No. It collects information and documents and sends reminders. All advice and recommendations come from you.

How does fact-find capture work?

Clients fill in the basics online before the meeting, and your notes from the conversation complete the fact-find for you to check.

When are renewal reminders sent?

Well before the product or policy ends, at the time you choose, with a link to book a review.

Will it work with our CRM?

We fit around the CRM you already use and connect to it where we can.

(06) Local

Working with mortgage and insurance brokers across Liverpool, Wirral and Cheshire.

We work with mortgage and insurance brokers across Liverpool, Wirral and Cheshire, in person or online. The tools are set up around your existing CRM and the way you work with clients and lenders, and the advice always stays with you.

Bebington Liverpool Warrington Chester Formby

All areas

(07) Related