BrokerLedger reads your client's statements, sorts every payment into a clear affordability picture, and flags what a lender will ask about. Your client's personal details never leave your computer.
Reads statements from the major UK banks — PDF, CSV or XLSX
A quick illustration of what BrokerLedger does on your machine — every payment sorted, and the things a lender will ask about flagged for you.
If you can drag a file onto the screen, you can use BrokerLedger. Easy enough for an assistant to run.
Drop in up to three months of statements, across up to five accounts. PDF, CSV or XLSX.
Every payment sorted into committed and discretionary spending, with anything a lender will query flagged for you.
A lender-ready expenditure report built the way underwriters expect. Attach it to the case and move on.
BrokerLedger pairs AI-powered reading with strict, verifiable safeguards — so you get speed without giving up control.
AI-powered categorisation sorts every payment into the affordability categories underwriters expect — with a confidence score on each one.
Gambling, payday and short-term lenders, fast payments to individuals and insurance direct debits — surfaced automatically, so nothing slips past on a busy day.
Confirm a merchant once and BrokerLedger remembers it — on every future case, for every client. The more you use it, the less you review.
The AI reads and labels; the software does all the arithmetic. Every total in your report is calculated, never guessed — the same inputs always give the same figures.
Anything uncertain goes to a review queue for your sign-off — the software never quietly decides for you. Your judgement stays at the centre of the case.
BrokerLedger keeps itself updated automatically, so you're always on the newest version — no IT department required.
Most "AI" statement tools upload your client's statements to someone else's server. BrokerLedger works the other way round: it strips names, account numbers and sort codes on your machine before any payment is categorised — and if it can't verify a statement is fully de-identified, it stops rather than proceed.
| By hand | With BrokerLedger | |
|---|---|---|
| Time per case | An afternoon of reading | Minutes to read, minutes to check |
| Consistency | Varies with whoever does it | The same categories, every case |
| The work | Type every line yourself | It reads every line — you just review |
| Risk spending | Easy to miss on a busy day | Flagged automatically for review |
| Client data | However it's handled | Stays on your own computer |
| The output | Build the summary yourself | A lender-ready report, ready to attach |
Move the sliders to your own numbers. Most advisors save an afternoon's work every week.
Based on review taking ~5 minutes per case with BrokerLedger. Illustrative.
Trusted by mortgage advisers across England & Wales
Ai Broker Solutions is a UK company based in Hampshire, England. Email us and you'll reach a real person here in Britain — not a queue in another time zone.
One price per firm, based on how many cases you run in a month. Add your whole team — every staff seat is free, always. A case is one client, however many applicants or statements it holds.
One payment plan per firm — add as many brokers, case administrators and support staff as you need at no extra cost. You're billed for cases processed, not seats. A case counts once when you confirm it — keep adding names and statements to it afterwards at no extra cost. Fair use applies. See plan limits & terms. Online checkout is coming soon — your free trial download is available now.
Know another brokerage still reading statements by hand? Introduce them. When they come on board, you each get one month free — on top of the 14 days everyone starts with.
Fifteen minutes, no obligation. We'll set you up, then you run real cases and see the difference for yourself.
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