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BrokerConciergeimproving your business
BrokerConcierge
So we’re offering a first month of our services free to lenders who are ready to give it a try.
You can also explore our interactive demos below
Live
Discover
Send us an actual email trail with your brokers, and you'll get a free report on how we can help.
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Quick Quote / DIP
What: AI provides brokers with unlimited tailored quotes, calculates rates, generates DIPs, and handles changes; 24/7, in minutes.
Why: Slashes effort, time, and errors to get product rate calculations done; gives brokers the speed and confidence they want, filters out deals that waste time, and gets the borrower off the market
Why: Slashes effort, time, and errors to get product rate calculations done; gives brokers the speed and confidence they want, filters out deals that waste time, and gets the borrower off the market
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Document Check and Classify
What: AI receives docs, matches them to shopping list items, checks their eligibility against criteria, and helps the broker through to a complete set of acceptable evidence neatly filed against the shopping list and ready to seamlessly share with the lender.
Why: Eliminates time wasted by underwriters and admin going back on forth to gather, chase, check, and fix missing and wrong evidence; and makes brokers lives easier as they can just email what they have when they have it with Al helping them to ensure it will be accepted.
Why: Eliminates time wasted by underwriters and admin going back on forth to gather, chase, check, and fix missing and wrong evidence; and makes brokers lives easier as they can just email what they have when they have it with Al helping them to ensure it will be accepted.
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Speaks with security call
What: A Borrower facing service to prove the applicant is who they claim to be, vulnerability considerations, product knowledge, and fees awareness; all neatly packaged on a compliant audit trail.
Why: Faster, more convenient, more secure, and more efficient than current telephony based processes.
Why: Faster, more convenient, more secure, and more efficient than current telephony based processes.
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Shopping list assistant
What: Guides a broker through all the questions, documents, and evidence required to get a deal over the line, lets brokers just drip feed what they have in over email, and automatically checks all documents is complete and accurate before your underwriters take time on it.
Why: Eliminates all the time and effort of 'Go Backs', deals helpfully with all broker questions, avoids the need for brokers to log on to portals, and gets high quality packaged deals with documents classified and checked to underwriters right first time.
Why: Eliminates all the time and effort of 'Go Backs', deals helpfully with all broker questions, avoids the need for brokers to log on to portals, and gets high quality packaged deals with documents classified and checked to underwriters right first time.
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Borrower ID check, E-signing, Open banking, Info. Gather
This service allows you or your brokers to use leading FinTech to get evidence to satisfy shopping list items directly from the borrower. Once the borrower has done these things, the results flow seamlessly back to the central shopping list for the broker to review and approve to share with you as the lender. It's extremely fast, convenient, and secure.
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Auto re-key to portal / CRM
What: Intelligently maps information sent in over email to structured data schemas, communicates with the broker to ensure all required information is gathered, seamlessly flows the data over to any 3rd party system, and can automatically trigger next steps with brokers based on actions triggered by that system.
Why: Remove manual effort, time, and errors wasted in current processes, and maximise investment in other technologies by tying everything together.
Why: Remove manual effort, time, and errors wasted in current processes, and maximise investment in other technologies by tying everything together.
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e2e Quote and Package
What: Al handles a complete broker facing journey from initial enquiry to a fully packaged case.
Why: Offer brokers a 24/7 experience in their channel of choice, with a fast and flexible experience all the way from enquiry to fully packaged case; landing with your underwriters right first time.
Why: Offer brokers a 24/7 experience in their channel of choice, with a fast and flexible experience all the way from enquiry to fully packaged case; landing with your underwriters right first time.