Mortgage Broking
Lodgement-ready files, minus the chase
For brokers buried in document collection, the agent runs the checklist, chases the paperwork, and packages the deal.
This is a guided demo, not a live agent.
The interface is the real product and the workflows are real, but the replies are pre-built so you can explore without an account. The live product runs an actual agent on your own systems and data. Please don't paste anything confidential.
How this agent works for mortgage broking
- 1
A new deal opens a document checklist tailored to the selected lender's exact requirements.
- 2
The agent chases clients for outstanding items and classifies every attachment that arrives — payslips, statements, IDs.
- 3
Documents are validated against the checklist; anything missing or expired is re-requested automatically.
- 4
Once complete, the application is pre-filled and packaged for lodgement, with a full audit trail for compliance.
Cadence
Daily 8:00 AM doc chase · per-lodgement checks
Works across
Outcome
Lodgement-ready files 9 days faster, with zero missing-document rejections.
Want to see this run on your real Airtable?
We'll set up a live agent against your own systems so you can watch it do the actual work, not a simulation of it.