IND // Industry · Mortgage Brokers

Systems for the modern mortgage broker.

Application lifecycle, lender routing, document AI and multi-year client retention — for national and regional mortgage broker networks.

Where firms in this vertical hurt

The specific reality of running this business.

Applications leak everywhere

The path from enquiry to completion loses clients at every document request.

Retention is treated as a follow-up call

The remortgage moment is the highest-value event in the client life — and it's usually missed.

Adviser productivity varies 5x

The best advisers close five times what the average does; nothing systematises the difference.

Financial Intelligence — for this vertical

Document AI, sanctions / PEP screening, source-of-funds analysis and adaptive onboarding by jurisdiction and product.

Firm-trained RAG assistants for dealers, compliance, support and operations — grounded in your data.

MiFID II, ASIC, FCA and CySEC reporting automation, communications surveillance and trade reconstruction.

CFO / COO command centre — deposits, withdrawals, LTV, CAC and cohort P&L in one live view.

MT4 / MT5, cTrader, PrimeXM, Centroid, oneZero, CRM, PSP and ledger unification into a single data platform.

AI monitoring for chargeback fraud, bonus abuse, IB collusion and transaction-monitoring for AML across jurisdictions.

Customer Journey CRM — for this vertical

Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.

30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.

Email, SMS, WhatsApp, in-app, push and adviser-call task — one orchestration layer across every touchpoint.

Deposit-attributed marketing, campaign-to-mandate tracking and real-time budget reallocation across channels.

Predictive LTV, churn risk, next-best-action and look-alike modelling driven from your live customer graph.

Pre-approved content library, jurisdiction-aware disclaimers and comms archiving for FCA, ASIC, CySEC and MiFID.

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