Available soon
Monicio
AI case management: documents, fact finds and chasing in one place for brokers.
Learn moreMortgage AI Toolkit: AI software for UK mortgage brokers. Advise more. Chase less. Grow faster.
One platform. Every tool you need. Leads, meetings, emails, criteria, cases, HR and automation in one smarter ecosystem. From your first enquiry to their final offer, every step is handled, automated, and compliant.
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Collibry
AI-powered meetings: record, transcribe, and get summaries automatically.
Try CollibryWho it's for
The Intelligent Mortgage Ecosystem
Built for mortgage brokers who want every lead, case and conversation working as one.
What is Mortgage AI Toolkit?
Mortgage AI Toolkit (MAT) is an AI-powered software platform for UK mortgage brokers, broker firms and lenders, covering lead capture, meetings, emails, lender criteria, case management, compliance and HR. MAT connects capture, communication, compliance and casework in a single AI-powered workflow, so you advise more, chase less, and grow with confidence.
Capture every lead
Qualify and follow up instantly, before the opportunity cools.
Communicate smarter
Meetings, emails and updates that stay tied to the case.
Stay FCA-ready
Compliance woven into the workflow, not bolted on at the end.
Scale without chaos
Do more cases with the same team, without growing headcount.
Core Outcomes
Measurable results that impact your bottom line
Capture More Leads
Automated lead capture from multiple sources, AI-powered qualification, and instant follow-up ensure no opportunity slips through.
ExploreRespond Instantly
AI-drafted emails, scheduled outreach, and smart follow-ups keep your pipeline moving 24/7, even when you're offline.
ExploreReduce Compliance Risk
Automated compliance checks, documentation verification, and UK regulatory tracking ensure you stay on top of requirements.
ExploreSave Hours Every Week
Eliminate manual data entry, document management, and routine communications. Get back to building relationships.
ExploreFrom first contact to completion
One connected platform, from first contact to completion. Follow a case through the toolkit.
DealStream/Step 1 of 6Lead called instantly
A new lead comes in. DealStream calls them instantly.
Explore DealStream
AI context configured
Smart AI callingFeatured Products
Powerful tools designed for modern mortgage operations
Live product walkthrough
See Mortgage AI Toolkit in action
Share a few details and we'll line up a short session showing how MAT fits into your existing mortgage workflow.
- 30-45 minute live walkthrough tailored to your role and firm size.
- Examples across lead capture, automation, compliance and reporting.
- Time at the end for detailed questions on integrations and rollout.
Book a live demo
Replies within 1 working dayWhy MAT
Purpose-built for the mortgage industry
Built for Mortgages
Every feature is designed specifically for broker workflows and mortgage dynamics, not generic CRM.
ExploreUK Compliance-Ready
Automated FCA compliance checks, documentation requirements, and regulatory tracking built in.
ExploreAI Trained for Brokers
Our AI models are trained on thousands of real mortgage conversations and compliance scenarios.
ExploreFrequently Asked Questions
Who is Monicio designed for?
Monicio is purpose-built for mortgage brokers, helping advisers and support teams manage client information, documents and cases in one place. It reduces manual admin and gives greater visibility across cases.
Can Monicio pre-fill a Fact Find from client documents?
Yes. AI can extract relevant information from documents such as bank statements, payslips and identification to pre-fill the Fact Find, so your team reviews information instead of retyping it.
Can Monicio automatically chase clients for outstanding documents?
Yes. Monicio can automate document chasing so clients are prompted for missing information, reducing manual follow-ups for advisers and administrators.
Need something more bespoke?
We also design and build custom workflows and apps around your existing tools when brokers need something more tailored than the standard platform.
Ready to Transform Your Mortgage Workflow?
Join mortgage professionals who are already working smarter, faster, and more profitably with MAT. Book a live walkthrough with our team.