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For loan processors

Less retyping.Better-prepared files.

Turn supplied notes and documents into a structured starting point, populated forms and editable drafts. Give the broker a clearer file to review.More useful preparation. Less starting from scratch.

Get startedSee the workflow

Explore the sample workflows below. See Pricing for current plans and trial details.

OrganiseFind the details
PrepareUse the context
Hand overMake review easier
A little less busywork.PRODUCT WORKFLOW PREVIEW
Client AIILLUSTRATIVE
AM
Alex MorganFictional client · draft profile
Review
EmploymentSelf-employed
Loan purposeHome purchase
ApplicantIndividual
SourceSupplied notes
Client notes.pdfSource document · example
Income information.pdfSupporting information · exampleIncome
Income figures still need checking against the evidence.
Static view · reduced motion
Illustrative example with fictional information. Not a live AI response or verified credit result.
Less retyping. More useful review.Prepare the file without starting again.
From policy to paperwork
Policy ChatClient AIResidential ServicingForms & documents
See the work, not just the features

From supplied documents
to a better-prepared file.

Give the repetitive work a better process — and give the broker a clearer starting point for their review.

01CLIENT AI

Start with the information.
Not the data entry.

Turn the notes and documents you are authorised to use into a structured starting point. Check it against the evidence and make the missing details obvious.

  • Keep the correct client and applicant in view
  • Check extracted details against the supplied material
  • Ask for clarification instead of filling gaps with guesses
Explore Client AI
Client AIILLUSTRATIVE
AM
Alex MorganFictional client · draft profile
Review
EmploymentSelf-employed
Loan purposeHome purchase
ApplicantIndividual
SourceSupplied notes
Client notes.pdfSource document · example
Income information.pdfSupporting information · exampleIncome
Income figures still need checking against the evidence.
Illustrative product workflow · fictional information, not a live result
02FORM FILL

Same client.
Less repeated typing.

Reuse the reviewed information in a supported form, then focus on the fields that need checking. Form Fill is for completing the form — not quietly making decisions about the client.

  • Start with the selected form and supplied context
  • Check mappings and applicant-specific information
  • Leave unresolved details for review
See Form Fill in action
Form FillILLUSTRATIVE
AM
Alex MorganSupplied information → selected form
APPLICATION · SAMPLE FORM
Applicant details
First nameAlex
Last nameMorgan
EmploymentSelf-employed
Annual incomeRequires source review
Check mapped fields. Resolve anything missing.
Illustrative product workflow · fictional information, not a live result
03AI DOCUMENT STUDIO

A clearer handover.
A more useful draft.

Prepare the file note, brief or supporting document around the information you have. Make it easy to see what is known, what is missing and what the broker still needs to decide.

  • Work from the relevant context and template
  • Edit the draft and apply the right branding
  • Review the final output through your agreed process
Explore AI Document Studio
AI Document StudioILLUSTRATIVE
File noteDraft
YOUR BRAND
CLIENT FILE NOTE
A clearer story.
A better-prepared file.
Alex Morgan · Fictional example

Purpose of enquiry

The applicant is exploring a home purchase. Employment is recorded as self-employed in the supplied notes.

Information to confirm

Income evidence, existing liabilities and the details required for the selected lender.

Draft for broker review
Illustrative product workflow · fictional information, not a live result
A better way to work

Less repetitive preparation. More useful review.

For in-house processors, broker support staff and processing businesses — with the human review kept in the workflow.

Start from the material you have

Bring supplied notes and documents into Client AI. Use the structured output as a draft to check, rather than retyping the whole file.

Spot what still needs attention

Check extracted information against the source documents. Leave unknown facts unresolved and ask for clarification rather than guessing.

Reuse reviewed client details

Help populate supported forms with Form Fill. Check each applicant, mapped field and supporting detail before saving the finished form.

Prepare editable document drafts

Use AI Document Studio for file notes, summaries and template-based paperwork. Form filling and document drafting remain separate tools.

Research a requirement in context

Use Policy Chat when a file raises a lender-policy question. Keep the source and unresolved questions available for the broker's review.

Make the handover clearer

Prepare a useful summary of supplied facts and outstanding questions. The broker still reviews advice, suitability and submission decisions.

Work where you already work

Your tools. Your workflow.
More connected.

Not every question starts in the same place. Use the web workspace, explore a supported AI connection or research a policy question by email.

Explore AI Connections
In the workspaceResearch policy and work through the client-file tasks.
In your supported AI toolsExplore AI Connections with the access your account permits.
From your inboxUse Ask by Email when the policy question starts in a thread.
How the workflow fits

From supplied information to a review-ready draft.

The goal is not to hide the gaps. It is to make the next reviewer’s job easier.

STEP 01

Organise

Select the correct client and bring together the notes and documents you are authorised to use.

STEP 02

Prepare

Review extracted fields, use the relevant form and document tools, and identify details that still need checking.

STEP 03

Hand over

Share reviewed output through your agreed process, with unresolved questions clearly identified for the broker.

Explore the full product demonstrations
Your questions, answered

The details matter.

Understand where the tools help, and what still needs your review.

Talk to the team →
Is this only for brokers?

No. Preparation tools can also help authorised processors and support staff. Discuss account and team requirements with us; do not share logins or assume multi-brokerage access is included.

Are Form Fill and AI Document Studio the same tool?

No. Form Fill helps populate an existing supported form. AI Document Studio prepares an editable document draft using selected context and a template. Each output needs review.

What happens when information is missing or unclear?

Treat the extraction or draft as incomplete. Check the source, correct the fields and obtain clarification through your approved process. An AI inference is not a confirmed client fact.

Will it submit the file to a lender for me?

This is a preparation workflow, not automatic lender submission. Review and send final materials through your approved process. Specific external integrations require separate confirmation.

Can a processing business work across several brokerages?

Talk to us about the account structure and permissions before using it across businesses. Access to one client or brokerage does not give permission to access another.

Make the next file easier to prepare.

Explore Client AI, Form Fill and AI Document Studio — with the review step kept in your hands.

Get started View pricing