Private AI for UK Brokers

Smart Tools for Brokers.
Built with AI.

AI-powered software for mortgage and insurance brokers that runs locally on your hardware. Your client data never leaves your office, never touches the cloud, and never goes to a third party.

0

Bytes of client data sent to the cloud. Ever.

100%

On-premise processing. Runs entirely on your office hardware.

GDPR

Data never leaves your jurisdiction. Compliance by design.

FCA

Built with regulated brokers in mind. Audit-friendly by default.

The Problem

Most "AI for brokers" tools have one fatal flaw.

They send your clients' bank statements, payslips, and personal financial data to someone else's server. Often abroad. Sometimes to train someone else's model.

For an FCA-regulated brokerage, that's not a small footnote. It's a data protection issue, a client confidentiality issue, and increasingly a competitive issue. The brokers we talk to are uncomfortable with it. So are their compliance officers.

There's a better way. Run the AI locally. Process the documents on your own machine. Keep the data where it belongs — with you and your client.

What stays on your hardware
  • Client bank statements and transaction data
  • Payslips, P60s, and income documents
  • Identity documents and KYC material
  • Affordability calculations and case notes
  • Anything your client wouldn't want a third party to see
Our Approach

Three principles. No exceptions.

Everything we build sits on the same foundation. If it doesn't pass these three tests, we don't ship it.

Local-First

The AI runs on your hardware. No cloud round-trips, no external API calls, no data leaving your office network.

Built for Speed

A case fact-find that used to take an hour, done in minutes. We design for the broker's day, not the demo reel.

Audit-Ready

Every action is logged locally, every output is traceable. Designed to fit alongside your existing compliance processes.

What We're Building Right Now

Bank statement processing, done locally.

Our first product takes the slowest, most tedious part of broker workflow — reading through months of bank statements to build an income and expenditure picture — and does it in minutes.

It runs on a standard office machine. It produces a clean, categorised summary your underwriter will recognise. And it never sends a single page off your premises.

We're working with a small group of pilot brokerages in Hampshire and the South Coast. If that sounds like you, get in touch.

Bank Statement Processor

What it does, in plain English

Input PDF / image statements
Processing location Your machine Local
Categories detected Income, essentials, credit, leisure
Output Underwriter-ready summary
Typical time Under 5 minutes per case
Data leaving the office None 0 bytes
What's Next

A short, deliberate roadmap.

We're keeping the focus narrow. Each product solves one real broker problem properly before we move on to the next.

● In Pilot

Bank Statement Processor

Local AI that turns months of statements into a clean affordability picture in minutes.

Next Up

Case Fact-Find Assistant

Pull together client documents into a structured fact-find that's ready for your packager.

Planned

Compliance File Review

Automated first-pass review of case files against your firm's standards before submission.

Want a closer look?

If you run or work in a UK brokerage and the idea of AI tools that don't send your clients' data off-site sounds useful, we'd like to hear from you. Pilot slots are limited.