AI for Legal & Finance
AI for Mortgage Brokers
Lead qualification, document chasing, lender criteria matching, and case progression keep brokers off the phone and stuck on the laptop. Klevere builds custom AI agents that absorb the admin layer of mortgage broking so your team writes more mortgages with the same headcount.
Where mortgage brokers
lose time and money
Lead qualification and response speed
Mortgage enquiries from your website, paid ads, and referrers arrive at all hours. The first broker to respond usually wins. Outside office hours the lead goes cold or to the next aggregator. Hiring evening cover is expensive and burns out junior brokers fast.
Document collection and underwriting prep
Each application needs three months of bank statements, payslips, P60s, ID, proof of deposit, and credit reports. Customers send them piecemeal, in the wrong format, with pages missing. The processor spends the day chasing instead of packaging.
Lender criteria matching and product research
Hundreds of lenders, thousands of products, criteria that change weekly, and edge cases like contractor income or adverse credit. Sourcing the right deal takes longer than it should and brokers default to familiar lenders rather than the genuinely best fit.
Case progression and client updates
Between application and offer, clients expect updates. So do estate agents, solicitors, and surveyors. Brokers write the same status email 10 times a day. Cases drift, deadlines slip, and the broker becomes the project manager instead of the adviser.
How Klevere AI
transforms your business
AI lead qualification and instant response
AI picks up every enquiry within minutes, qualifies the lead against your criteria (employment type, deposit, credit history, property type), captures core information, and books the next step into the broker's calendar. Aggregator and website leads get the same speed treatment as referrer introductions.
Automated document collection and validation
A client portal collects bank statements, payslips, ID, and proof of deposit through guided steps. AI reads each document, validates against lender requirements, and flags missing pieces or affordability concerns. Processors review a clean pack instead of building one.
AI-powered lender sourcing
AI matches each case against current lender criteria, flags products you might miss, and explains why each is suitable. It is not a replacement for the broker's judgement but a much faster first pass. New brokers get senior-level sourcing from day one.
Case progression and stakeholder updates
AI tracks every case through DIP, application, valuation, offer, and completion. It chases lenders for updates, sends progress emails to clients, agents, and solicitors, and flags anything stalling. Brokers see only the cases that need their attention.
AI for protection and GI cross-sell
When the mortgage is in train, AI prompts protection and general insurance conversations at the right moment with the right context, drafts the SR for life cover, IP, and CIC, and increases capture rates without the manual chase that usually defeats it.
How we get you set up.
In 4 simple steps.
What mortgage brokers see
after 90 days
Our enquiry-to-application rate went from 22% to 41% in three months. The AI catches leads at 9pm that we used to lose. Our protection attach rate doubled because the AI prompts the conversation at the right moment.
Common questions
from mortgage brokers
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