AI TOOLS – MORTGAGE LAB

AI-powered CRM platform for mortgage brokers and advisers that automates admin tasks, listens to broker calls, updates CRM in real-time, auto-generates documents and suitability notes, and matches clients with suitable lenders based on live eligibility criteria.

Compliance file reviews. Curvestone reads real documents and data, checks them against your compliance rules, and shows exactly why each decision was made. Every case. In minutes.

Client portal for mortgage and protection advisers featuring AI-powered document analysis. Allows advisers to email clients a link where they can complete fact finds and upload documents, with AI detecting discrepancies and flagging potential issues.

One-click app submission system that turns any lender portal into a Next Gen API. Automates mortgage submissions by extracting and mapping data from PDFs directly into lender portals, eliminating manual re-keying across multiple systems.

Unified financial infrastructure platform that arms brokers and lenders with next-generation tools and data-driven intelligence to rapidly accelerate mortgage origination. Features AI-powered document processing, client communications automation, and semantic knowledge graph for explainable AI.

AI-powered assistant that works over email, taking on all loan application admin by gathering documents, running checks, filling forms and packaging cases. Operates 24/7 without requiring new system integrations, trusted by over 100 brands and ISO 42001 certified.

AI-Powered Financial Marketing Compliance Software.
Reduce risk and approve financial promotions with confidence.

AI-driven platform that revolutionizes mortgage experience with AgentX – the first AI Workforce to automate hectic broker tasks. Features natural language processing mortgage assistant, automated fraud detection, and can process applications in hours instead of weeks.

The Pulse Permissions Protocol® captures, stores, and automates the management of any type of data permission or preference across all industry verticals and global regulatory frameworks.
This highly scalable and configurable solution provides businesses with a real-time view of their data capabilities and restrictions, ensuring they deliver the right messaging at the right time while maintaining high standards of compliance.

Open finance platform providing one gateway for instant access to all financial data. Combines data from open banking, statements, payslips, utility bills and emails using AI, reducing onboarding time by up to 80% through drag-and-drop document processing.

Automated customer verification platform that centralizes data from different sources, automates income, affordability and address verification. AI-powered document processing cuts administrative time and costs by 75% while ensuring compliance with FCA regulations.

Run your mortgage business clearly — without replacing your CRM
Your network CRM stays the compliance record — audit, oversight and regulated advice. Advizo sits alongside it, giving you a calm, structured way to manage clients, cases, documents and follow-ups day to day.

CRM and case management for mortgage and protection advisers, with a branded client portal and AI-powered features to review documents, flag risks, draft suitability notes, write up calls and action case updates

Compliance-focused CRM and practice management platform for financial advisers, mortgage brokers and protection specialists. Used by over 1,000 IFAs and mortgage brokers with all data staying within UK jurisdiction for enhanced security.

AI-powered lender criteria search platform for UK mortgage brokers. Uses natural language to instantly find lender criteria, pulling live data to deliver accurate answers. Exports audit trails and saves hours weekly on research.

AI-powered mortgage intelligence platform providing comprehensive data analysis and decision support tools for mortgage professionals.

AI-powered mortgage document analysis and compliance checking platform. Automates income verification, fraud detection, vulnerability detection and compliance checks, saving up to 70% of time spent on document assessment and verification.

AI Powered sourcing, compliance and lead management, and more, in one CRM platform for advisers and Networks

A next-generation AI portal for UK mortgage & protection brokers. Collect documents, extract insights, and export compliance packs in minutes.