The case assistant for mortgage brokers
Maddie handles the admin. You do the advice.
From first email to completion, Maddie does the legwork. She's built around your business and works with the tools you already use.
6 hours
Around 6 hours of admin saved on every case*
How many hours could you save?
*Illustrative estimate based on our own cases. Pilot firm figures to follow.
Calculate your timeYour time back
Every month, Maddie could hand you back 8 working days.
At 6 hours saved per case.
What would you do with it?
360 films. With popcorn.
A year's worth.
A year of days back
96
Each square is one 7½-hour working day.
Illustrative estimate, based on an average of 6 hours saved per case. Actual time saved depends on how your firm works.
A normal Tuesday
Clients send half. Then a bit more. Then the rest. Maddie does the chasing.
For brokers and admin teams alike. No more piecing a file together one email at a time. You get on with the work that matters.
Without Maddie
With Maddie
- Payslips, all three, filed and dated
- Bank statements chased, drafted for your approval
- Proof of address checked and in date
- ID check run and recorded
- Client, solicitor and referrer updates drafted for you
- Case ready for your advice
First email to completion
Every step of the case, covered.
- 01
Email and documents
Every attachment filed, named and dated.
- 02
Starting a case
The file builds itself, and stays complete.
- 03
Keeping cases moving
Everyone in the loop. Nobody doing the admin.
- 04
Checks and flags
The right behaviour becomes the only way forward.
- 05
Sourcing and advice prep
The paperwork is ready, so you can focus on advice.
- 06
Applications
You check, pay and submit.
- 07
Offer to completion
From offer to handover.
- All features →
Files organised, missing items flagged and one chase ready for your review.
Documents in. Chasing off your list.
Files organised, missing items identified and one chase drafted for your review.
See Maddie at each stage →
Built around you
Why settle for ticking nearly all your boxes?
Every system has its pros and cons, and there's usually something missing. We design Maddie to tick all of them.
Keep the tools you already use. No switching, no migration. Maddie covers the work between them.
See the tools she works with →
Your processes, templates and tools. No switching, no migration. You stay in control.
You stay in control
Nothing goes out without you
Maddie reads, files and drafts. She cannot send.
Hard stops
A case can't move forward until each flag is cleared.
Every guess flagged
Anything Maddie isn't sure of is marked for you to check.
Clients don't pay you to type.