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Our Mortgage Lab showcases some of the best tools that have been development specifically with the mortgage industry in mind.
JammJar
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.
LendWell
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.
Instamo
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.
Keychain
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.
CurvestoneAI
Gen AI workflow platform that transforms expert knowledge in professional services into easy-to-use, self-serve workflows. Solves the “compound error problem” in AI for financial services with dependable automation across compliance checks and validation workflows.
Nivo 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.
MortgagX
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.
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DataWollet
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.
Sikoia
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.
Mortgage Assist Pro
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.
Cleera
Digital fact-finding platform for mortgage professionals streamlining the client onboarding process with automated data collection and verification capabilities.
BAT Software
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.
CriterAI
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.
OmniaGo
AI-powered mortgage intelligence platform providing comprehensive data analysis and decision support tools for mortgage professionals.