AI for Mortgage Brokers
AI for mortgage brokers that gets deals to settlement faster
Optello helps broking firms automate document collection, application prep, and client updates, so you write more loans without adding admin.
Done-for-you available: hit the goal or you pay nothing
Sound familiar?
The work that holds mortgage and finance broking firms back
These are the repetitive, time-draining tasks AI is genuinely good at removing.
- The fifth 'just checking in' email for payslips you asked for last week
- Applications assembled and triple-checked by hand, deal after deal
- Clients calling for updates because settlement feels like a black box
- Lender policy changes you discover mid-application
How Optello helps
Practical AI, built around how you actually work
Document collection & checks
Request, collect, and validate client documents automatically.
Application assembly
Pre-fill and sanity-check applications from the client's file.
Client status updates
Keep clients informed at every stage without manual emails.
Policy & lender lookup
Surface the right lender policies and serviceability notes instantly.
Lead follow-up
Respond to and qualify new enquiries around the clock.
What changes for your business
- Less document chasing, faster submissions
- Write more loans without more admin
- Happier clients through clearer communication
Book a free AI strategy call
Tell us about your business. We'll show you exactly where AI fits and leave you with a concrete next step, no pitch required.
Common questions
- Will it work with our aggregator and CRM?
- We build around the tools you already use rather than forcing a change.
- Is client data handled securely?
- Yes, in private and access-controlled systems designed for your obligations.
- How soon can we see results?
- A working pilot on one workflow within weeks.
Prefer the full picture? Explore everything Optello does →