AI case prep software for mortgage brokers
Reduce admin, flag missing or inconsistent information, and create cleaner case files for human review.
AdvisorOps turns transcripts, notes, and documents into structured case summaries, missing-item checklists, inconsistency flags, broker-defined rule checks, draft client follow-ups, internal notes, and CRM-ready exports.
- Built for mortgage broker firms
- Draft outputs for adviser review
- Founder-led pilot programme
- No mortgage advice or product recommendations
Case · Residential purchase
ABC-2231
Structured case summary
- Applicants
- 2 · Joint
- Loan / LTV
- £336k · 80%
- Employment
- Empl + Self
- Term
- 28 yrs
Missing items
1 left- Photo ID verified
- Payslips, 3 months
- SA302 outstanding
Review flag
Potential income mismatch. Stated £62,000 vs payslips £58,400
Mortgage workflows are still too manual
Broker teams lose hours between the client conversation and a clean, reviewable case file: chasing documents, retyping facts, checking inconsistencies, and preparing internal notes by hand.
Hours per case
lost to non-advice work, before a file is ready for adviser or admin review.
Fragmented case information
Client details often sit across calls, transcripts, emails, documents, and CRM notes, leaving advisers or admins to piece the file together manually.
Repetitive admin work
Summarising calls, chasing missing items, preparing notes, and moving the same facts between systems consumes valuable adviser and admin time.
Incomplete files
Missing documents and unclear information often surface late, creating avoidable back-and-forth before a case is ready for review.
Inconsistent internal notes
Every adviser writes up cases differently, making file quality, handovers, and internal review less consistent across the firm.
One upload. A structured, reviewable case file.
AdvisorOps is not another chatbot. Upload a transcript, notes, and documents, and the system returns the operational outputs your team already prepares manually: structured, flagged, and ready for human review.
Structured case summary
Transcripts, adviser notes, and documents become one clear case overview in a consistent format your team can review, edit, and use.
Case · Residential purchase
StructuredABC-2231
Completeness score
See what appears complete, what is outstanding, and what needs human review before the file moves forward.
Missing documents & information
Surface missing documents and unclear information early, then generate a clear checklist for adviser/admin review.
Inconsistency flags
Flag potential mismatches between stated facts, notes, and documents, with clear context for the broker to review.
Upload a case. Get back the admin work.
A simple, repeatable flow that fits the way broker firms already operate, from first conversation to a cleaner, more reviewable case file.
Upload the case material
Upload the call transcript, adviser notes, and supporting documents in the formats your team already uses.
The system structures and checks the file
AdvisorOps extracts key facts, checks for missing information, flags potential inconsistencies, and applies your broker-defined workflow rules.
Review the draft outputs
Get a structured summary, missing-item checklist, review flags, internal note draft, and a client follow-up draft, ready for human review.
Export into your workflow
Copy, download, or hand off clean outputs into your CRM and internal process, reducing manual retyping and admin duplication.
Built for growing mortgage broker firms
Designed for independent mortgage broker firms that want to reduce admin pressure, improve file consistency, and scale case volume without immediately adding more back-office headcount.
Founders / Principals
Improve case visibility, file consistency, and team capacity without relying on more manual admin for every adviser you add.
Advisers
Spend less time preparing notes, chasing missing items, and retyping facts, with draft case outputs prepared for review.
Admin / Case Managers
See what each case still needs, which items require review, and generate draft follow-ups and internal notes faster.
Operations / Compliance Leads
Standardise how cases are prepared, checked, and documented, with consistent workflow rules and a clearer review trail.
More than AI summaries
Generic AI tools can produce text. AdvisorOps adds broker workflow logic, file checks, review flags, and CRM-ready outputs that help teams move cases forward with more control.
Generic AI tools
- Produces text
- No case structure
- No workflow rules
- No operational context
- No file control or readiness
AdvisorOps
Case prep- Structured case summaries
- Missing-item checklists
- Potential inconsistency flags
- File completeness view
- Broker-defined workflow rules
- CRM-ready and PDF/DOCX exports
AdvisorOps is not a mortgage recommendation engine, lender sourcing platform, CRM replacement, affordability tool, or AI adviser. It supports broker operations by preparing structured, draft case outputs for your team to review.
“AdvisorOps was created to help broker firms reduce the manual work that sits between a client conversation and a clean case file: summarising notes, chasing documents, checking information, and preparing internal records. Our goal is simple. Help broker teams spend less time on repetitive case prep and more time moving clients forward.”
Designed for human-reviewed broker workflows
Draft outputs only
AdvisorOps prepares draft summaries, notes, flags, and follow-ups for broker review.
No mortgage advice
The platform does not recommend lenders, products, affordability decisions, or suitability outcomes.
Broker-controlled rules
Checks are based on workflow rules configured with each pilot firm.
Export-ready
Outputs can be copied, downloaded, or formatted for CRM handoff.
Common questions about AI case prep
What AdvisorOps does, what it deliberately does not do, and how it fits a human-reviewed broker workflow.
What is mortgage case prep software?
Mortgage case prep software organises the information for a mortgage case before a human reviews it. AdvisorOps turns transcripts, notes and documents into a structured case summary, a missing-item checklist and inconsistency flags — draft outputs your advisers and admin team review. It does not give mortgage advice or recommend lenders or products.
Is AdvisorOps a mortgage advice tool?
No. AdvisorOps supports broker operations and produces draft, human-reviewed outputs only. It does not provide mortgage advice, product recommendations, affordability assessments, suitability decisions or lender sourcing. Your qualified advisers remain responsible for all advice and decisions.
How can AI help mortgage brokers reduce admin?
AI can take the repetitive case-prep work — reading documents, summarising calls, listing what is missing and spotting inconsistencies — and turn it into a clean draft for your team to check. That removes re-keying and document-chasing time so advisers spend more of each case on the client, not the paperwork.
Does AdvisorOps replace the adviser?
No. Every output is a draft for human review. AdvisorOps is designed to make a case file cleaner and more consistent before an adviser or administrator works on it — the human stays in control of every check, decision and piece of advice.
What does AdvisorOps produce for each case?
A structured case summary, a missing-item checklist, potential-inconsistency review flags, checks against your firm’s own workflow rules, draft client follow-ups and internal notes, plus CRM-ready exports — all as drafts your team reviews and approves.
Is our client data safe?
Your case data stays yours. Under the pilot it is used only to prepare your case outputs under the agreed pilot terms, and it is never used to train AI models.
Join the pilot
We are working with a small number of mortgage broker firms to shape the first release of AdvisorOps. Pilot firms help us refine the workflow, rule checks, exports, and case outputs around real broker operations.
- 1
Intro call
A short call to understand your current case workflow, admin pain points, and whether AdvisorOps could be a fit.
- 2
Pilot setup
We configure the pilot around your workflow rules, preferred outputs, and export format. Any real case data is only used under agreed pilot terms.
- 3
You shape the product
Your feedback helps shape the first release, from missing-item logic and review flags to CRM-ready exports and internal notes.
Your case data stays yours. It is used only to prepare your case outputs under the agreed pilot terms, and never to train AI models.
Founder-led • Limited spots