Innovation through collaboration

AI-powered software for mortgage brokers. Secure by design.

AI Broker Solutions builds software that uses AI to do the data processing, so you can focus on the customer. Your clients’ data is protected at every step.

View our products How we protect data

AI does the processingYou review the result and make the decisions

Secure by designClient documents stay on your computer

UK registered companyEngland and Wales, no. 17173589

What we do

AI does the processing. You focus on the customer.

Reading statements and sorting payments takes hours and follows fixed rules. Our software uses AI to do that work in minutes, the same way every time. You check the result and give the advice.

AI does the processing

Statements read and every payment categorised automatically.

Consistent every time

The same merchant gets the same category for every client and every member of your team.

Learns from your review

Correct a category once and it is applied next time.

Hours back for clients

Less time on administration means more time advising.

Secure by design

Built so we never need your clients’ statements.

Security is not a setting you switch on. It decides how the software is built.

See how we protect data

Statements stay on your computer.Files, transactions, amounts and reports are processed and stored locally.
Identifiers removed before the AI sees anything.Names, account numbers and sort codes are stripped on your computer.
Sensitive payments never leave.Transfers to people and payments revealing health, religion or politics are withheld entirely.
If in doubt, nothing is sent.The filter checks its own output and stops if an identifier remains.
Every transmission is logged.A tamper-evident record is kept on your computer.

View our products