Sound familiar?
These are the daily frustrations slowing down your cases
Clients forget to send documents for weeks
Your cases stall while clients put off gathering their paperwork. Valuable time is lost waiting.
Missing documents delay mortgage applications
Incomplete applications mean missed rate locks and frustrated clients. Every delay costs money.
Brokers spend hours on admin instead of new business
Your expertise is in mortgages, not chasing paperwork. Admin time doesn't generate revenue.
3x
Documents collected faster
95%
WhatsApp open rate
Faster
Cases complete, clients happier
All your mortgage documents
Ready-to-use document types for mortgage brokers. Add custom types on Professional plans.
Three steps to automated document collection
AI Document Classification
Amy uses AI to identify which document a client has sent and updates your dashboard automatically. No manual sorting required.
WhatsApp Native
Clients respond on WhatsApp - the app they use daily. No portals, no emails. 95% open rates vs 20% for email.
Intelligent Reminders
Amy only reminds clients about documents they haven't sent yet. No spam, no annoying repeat messages.
Google Drive Storage
Every document is automatically saved to Google Drive, organised by client and document type. No manual filing.
Real-Time Dashboard
See who's sent what at a glance. Track completion by document type and client. Know instantly who's application-ready.
GDPR Compliant
Bank-level encryption for all documents. Full audit trails. Your client financial data is protected.
Focus on closing deals, not chasing paperwork
Start collecting mortgage documents automatically in under 5 minutes. Free for your first 3 clients.