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

Fast, Accurate and Cost-Effective 

Saves several hours of clerical work.
Eliminates errors, identifies non-viable applications​.
Increases your business growth.

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.

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AI Powered Under the Hood

State of the art AI algorithms built for

Natural Language Processing

Natural Language Generation

Supervised Machine Learning

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GDPR Compliant

Standard contract for data processing.

Deletion of client records once case has closed.

State-of-the-art security including 

Encryption at Rest

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Easy to Sign Up, Easy to Use

No capital expenditure. Just sign up and be billed by consumption per month or subscribe annually with unlimited volume of applications for each brokers.

Modern web application. Easy to use. No training required.

TEAM

REQUEST A DEMO

If you have any questions please fill in the form below, alternatively you can contact us on Info@smartxassistant.com

 

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