What it does
1.
Organises Documents
Label each document by type, customer name and period where needed. Rename and organise documents rationally.
2.
Extracts and Validates Information
Extract PPSNs, bank balances, employer, pay dates, signatures etc. and check them all against lender rules.
3.
Analyses Viability
Categorise transactions and calculate expenditure, borrowing and income statistics.
4.
Generates Correspondence
Auto-generate cover letters to lenders and query to customers.
BENEFITS
Feedback from Mortgage Brokers
About the product
From time-sink to decision support
Our first Intelligent product ‘Smart Broker Assistant’ is especially designed for mortgage brokers.
It removes the friction around documentation, freeing you to focus on the analysis and decision-making.
Just a few clicks away.
TEAM
REQUEST A DEMO
If you have any questions please fill in the form below, alternatively you can contact us on Info@smartxassistant.com