Industry · Mortgage brokers
AI assistant for mortgage brokers: document chasing and lead follow-up
A custom AI assistant that chases missing documents, checks what clients send against the lender checklist, and follows up on new leads. A person approves every message. Live in two to three weeks.
Built by a team that built the #1 agent on SWE-bench Verified. The same engineers build your assistant.
Where a broker's week goes
Every case needs the same pack: ID, payslips, bank statements, proof of address, sometimes accounts or a gift letter. Clients send them late, in pieces, and often the wrong month. Someone has to notice what is missing, ask again, and check each file. Meanwhile new enquiries wait for a reply and go cold. None of this is advice work, and all of it eats the hours advice needs.
What the assistant does
- Keeps a checklist per case. It knows which documents each case needs and which have arrived.
- Chases what is missing. It drafts a polite, specific reminder: which document, which months, and how to send it.
- Checks what arrives. It reads uploaded files and flags problems, such as a missing page, an expired ID, or statements that do not cover the right months.
- Follows up on leads. It drafts a fast first reply to new enquiries and a follow-up when a lead goes quiet.
- Sends status updates. It drafts short updates so clients stop calling to ask where things stand.
A person approves every message
Mortgage clients share sensitive personal and financial documents, so a person stays in control. The assistant drafts; your team checks and sends. It never gives advice and never contacts a lender or a client without a person saying yes. For how we handle documents, see data security.
It fits the tools you already use
The assistant works with your email, your CRM, and the shared drive where client documents land. There is no new portal for clients to learn.
Live in two to three weeks, pay only if it saves time
We build the first version in two to three weeks and agree the fee up front. You pay only if it saves your team time. Document chasing is usually the first job to hand off, because it repeats on every case and the hours are easy to count.
Questions
Does the assistant give mortgage advice?
No. It chases documents, checks them against your checklist, and drafts follow-ups. Advice and recommendations stay with your brokers.
Will it message my clients on its own?
No. It drafts every reminder and follow-up, and a person approves before anything is sent.
Do we need a new CRM?
No. It works with the email, CRM, and shared drive you already use.
Related: reminder drafting for invoices, spreadsheet updates, our document checker demo, and the pricing approach.
Stop chasing payslips by hand
Book a call and we will design a document-chasing assistant around your checklist and your inbox.