AI employee 01
The Case Qualifier
Answers every enquiry on the spot, confirms deposit, income basis, and timeline, and books only placeable cases into the broker's diary.
Professional Services · Mortgage Brokers
Mortgage Brokers: every enquiry answered, qualified, and booked.
A buyer who has just had an offer accepted wants to talk tonight, not on Monday. Your AI receptionist answers the moment they enquire, confirms the case, and books the fact-find before a rival broker calls back.
For mortgage brokers, an Autonomous Digital Branch pairs a premium website with a managed AI workforce that captures, qualifies, and books every enquiry at every hour. An AI employee differs from a chatbot in one way that matters: it owns a defined job, qualifies and books end to end, and hands a briefed enquiry to a human, rather than answering canned questions on a page.
What the branch does for mortgage brokers
01
Catch the time-critical enquiry
Purchase, remortgage, and product-transfer enquiries are answered in seconds, because in mortgages the first broker to respond usually wins the case.
02
Qualify the case before the call
Deposit, income basis, and timeline are confirmed up front, so appointments go on real, placeable cases.
03
Catch the remortgage window
Clients are reminded ahead of their product expiry, so the remortgage stays with you instead of drifting to a comparison site.
What the status quo costs
01
Mortgage enquiries are urgent and arrive at all hours, and the buyer simply rings the next broker if you do not pick up.
02
Brokers waste hours on cases that were never placeable, because deposit, income, and credit position were not checked before the appointment.
03
Existing clients reach product expiry without a prompt and remortgage elsewhere, so the retention fee quietly walks out of the door.
04
Protection and general-insurance cross-sales get forgotten in the rush of the purchase, leaving revenue and client cover on the table.
The workforce we build for mortgage brokers
Not a single chatbot. A briefed team, wired into your calendar and the systems you already run, handling the front of house your practice could never staff at all hours.
Your branch, live
A briefed team for mortgage brokers
4 AI employees, one front of house, no closing time.
Each role beside this owns a single job and runs it around the clock, wired into your calendar and the systems you already run. Every regulated step routes to a human for sign-off.
- The Case QualifierOn duty
- The Document CollectorBriefed
- The Remortgage ReminderBriefed
- The Protection PrompterBriefed
The Case Qualifier is capturing, qualifying, and booking right now
AI employee 02
The Document Collector
Chases payslips, bank statements, and ID, tracks what is outstanding, and escalates as the application or completion date nears.
AI employee 03
The Remortgage Reminder
Tracks product-expiry dates across your book and prompts clients ahead of time, so the remortgage stays with you.
AI employee 04
The Protection Prompter
Surfaces protection and general-insurance conversations at the right point, so cover and revenue are not left behind on a purchase.
How it works
01
We map your enquiries
On one call we map where mortgage brokers enquiries arrive, where they leak, and what each lost one is worth. You leave with a plan and a number.
02
We build the site and the workforce
A premium site signed off before any code, then the AI employees wired into your calendar and the systems you already run, with every regulated step approved by a human.
03
We launch it and keep it sharp
It goes live answering, qualifying, and booking. Then we monitor, report, and improve it, so the branch keeps getting better without you lifting a finger.
What it returns
Seconds
To answer, so you win the case the first broker usually wins
Every case
Qualified for deposit, income, and timeline before booking
Retained
Remortgages prompted before product expiry, not lost
We have written up the mechanics behind these numbers: read why answering leads in seconds beats answering in hours and what closing at 6pm really costs.
Straight answers
What mortgage brokers ask before they commit.
Mortgage advice is regulated, an AI cannot give it.
It does not advise or recommend products. It qualifies the case, collects documents, and books the appointment from your approved scripts, then hands the regulated advice to an authorised broker.
We work off a CRM and a sourcing system, will this fit?
The scoping call checks your CRM and sourcing setup directly and names which steps connect and which need a manual handoff, so there is no surprise after you sign.
Leads are expensive, I cannot risk a bot mishandling them.
That is the point: it replies before a lead can cool so fewer paid leads go cold, qualifies them so brokers stop wasting time, and you can hear a sample before you commit.
Built to the standard
Built around UK mortgage regulation by default (FCA MCOB rules and Consumer Duty, no advice given by the agent, UK GDPR and PECR on every contact), with US and AU equivalents on request.
The agent stays inside scripts you approve, every regulated workflow is signed off by a human before it goes live, and we keep an evidence trail for inspection.
The maths
Builds start from £3,500 with a managed AI workforce retainer, shown in your local currency. A standalone AI employee runs about £3,000 to set up plus £700 a month. Most branches like this pay for themselves inside the first quarter on recovered enquiries alone.
Every build includes a 30-day AI trial: you watch it answering real enquiries before you commit. The call is thirty minutes, no pitch.
From
£3,500
One-off build for mortgage brokers. Workforce managed monthly thereafter. Use the calculator to see the payback on your own numbers.
Questions
What mortgage brokers ask us.
Workflows are built around FCA conduct rules, the agent gives no advice and stays inside approved scripts, and every regulated step routes to an authorised broker for sign-off.
It tracks product-expiry dates across your book and prompts clients ahead of time, so the remortgage is booked with you rather than lost to a comparison site.
Yes. It chases payslips, statements, and ID, tracks what is outstanding, and escalates as deadlines approach, so cases do not stall waiting on paperwork.
It connects with common broker CRMs, and the scoping call confirms exactly what links to your sourcing system and what needs a manual handoff.
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Run a different kind of practice? We go just as deep on these.
Book a strategy call
Thirty minutes on a branch for mortgage brokers.
We map where mortgage brokers enquiries arrive, the workforce that closes the gap, and the return it should make, then tell you exactly what we would build and what it costs. No pitch deck.
Start with the 30-day AI trial.
Every build includes a 30-day AI trial. You watch the AI workforce answer and qualify real enquiries before the monthly retainer begins, so you commit to what it actually does, not to a promise.