Mortgage case prep software for broker firms
AdvisorOps is mortgage case prep software that 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 before the file moves on.
AdvisorOps supports broker operations and produces draft, human-reviewed outputs. It does not provide mortgage advice, product recommendations, affordability assessments, suitability decisions or lender sourcing.
Case preparation is where broker time quietly disappears: reading through documents, writing up the fact-find, working out what is still outstanding, and cross-checking figures across payslips, bank statements and the client’s own account. It is essential work, but most of it is repetitive and rules-based — which is exactly what good software should take off your plate.
AdvisorOps does that case-prep work and hands your team a clean, consistent draft. The output is reviewable, not “submittable”: a human always checks and approves it, and the software never gives advice, recommends a lender or makes an affordability or suitability decision.
From raw case material to a structured, reviewable file
Upload the case material you already have. AdvisorOps reads it and assembles a structured summary, a list of what is still missing, and flags where information looks inconsistent so a person can check it.
- A structured case summary written from the call and documents.
- A missing-item checklist so chasing is targeted, not repeated.
- Potential-inconsistency flags surfaced for human review.
- A file-completeness view: what looks complete, what is outstanding, what needs a human eye.
Checks based on your firm’s rules
Generic templates miss the way your firm actually works. AdvisorOps runs checks against workflow rules configured with you during onboarding, so the draft reflects your standards and the things your firm always wants verified.
Outputs that move straight into your CRM
Once a draft is reviewed, it should not have to be retyped. AdvisorOps produces CRM-ready exports, draft client follow-ups and internal case notes, so the clean file flows into the tools your team already uses with minimal re-keying.
Designed for a human-reviewed, compliance-aware workflow
Every output is a draft for human review. AdvisorOps is built for broker operations under the FCA Consumer Duty era’s emphasis on evidence and consistent outcomes — it improves the quality and consistency of the file, while advice, suitability and lender choice stay with your qualified advisers.
What case prep software is — and is not
It is software that organises and checks a case before a human reviews it. It is not a sourcing system, an affordability calculator, a CRM replacement or an advice engine — AdvisorOps deliberately stays on the operational side of that line.
What AdvisorOps prepares for each case
Questions brokers ask
What is mortgage case prep software?
Software that organises the information for a mortgage case before a human reviews it — turning calls, notes and documents into a structured summary, a missing-item checklist and inconsistency flags. AdvisorOps produces these as draft outputs your team reviews; it does not give advice or recommend products.
Does it submit cases to lenders?
No. AdvisorOps prepares a cleaner, more consistent file for your team to review. It does not source products, submit applications or make lender or suitability decisions — those stay with your advisers.
Can it use our own case checks?
Yes. Checks run against workflow rules configured with your firm during onboarding, so the draft reflects how your firm packages a case rather than a generic template.
How does it handle our client data?
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.
See it on your own cases
We are working with a small number of UK mortgage broker firms to shape the first release. Book a short pilot-fit call to see how AdvisorOps would prepare your cases.
By the AdvisorOps team · Updated June 2026