AI automation / mortgage brokers
AI automation for UK mortgage brokers
Integraite is a UK AI automation company building systems for mortgage brokers. Not chatbots and not a report: AI that answers the phone, reads the email and the paperwork, chases what is missing and prepares the work, with your team approving anything that goes out.
Right contact found: the lettings manager, by name
Personal email written and sent
Opened twice, flagged as a hot lead
Where the week goes
Taken from UK trade bodies and the trade press, not from a brochure.
- 01Chasing clients for payslips, bank statements and ID before submission
- 02Cases coming back from lenders with missing or incorrect information
- 03Redoing remortgage comparisons and paperwork as rates and offers change
- 04Growing Consumer Duty paperwork and evidence required on every case
The work still happens. Nobody has to do it.
What we build for mortgage brokers, against what it fixes
| The problem | The system |
|---|---|
| Chasing clients for payslips, bank statements and ID before submission | Document collection agent |
| Cases coming back from lenders with missing or incorrect information | Case pack checker |
| Redoing remortgage comparisons and paperwork as rates and offers change | Product expiry monitor |
| Growing Consumer Duty paperwork and evidence required on every case | Suitability letter drafter |
Document collection agent
Requests payslips, statements and ID, reads what arrives, checks names and dates, and chases only what is missing.
Case pack checker
Checks each application against the lender's requirements before submission, so fewer cases come back for missing information.
Product expiry monitor
Watches for deals nearing expiry, prepares refreshed comparisons and drafts client emails for the adviser to approve.
Suitability letter drafter
Turns the fact find and meeting notes into a draft suitability letter with Consumer Duty evidence, ready for adviser review.
FCA rules and Consumer Duty mean the adviser still gives the advice: AI prepares and checks, a person approves, and every step is recorded.
Live in weeks, not a project that never lands
We watch a real week
An hour with you writing down what actually happens, including the jobs nobody lists when asked what takes their time.
We build around your tools
It works inside the software you already use. Nobody is asked to move, learn a new system or change how they work.
You approve, it runs
Nothing reaches a client until a person says so, every action is logged, and it keeps going at night and at the weekend.
Tell us about your week. We will tell you what can run itself.
A short call, no slides. If there is nothing worth automating, we will say so.
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