Fact-find preparation
Start with the source records and define the information a reviewer needs before this step can proceed.
Finance and mortgagetoReview
AI automation for financial advisers and mortgage brokers.
Automation runs through the software, inboxes and documents your team already uses. Stop doing fact-find prep, document chasing and lender lookups yourself after hours. Built for solo advisers and small mortgage practices under 15 staff who want a second hire's worth of admin done by an agent, with you still on the approval gate.
Fact-find preparation, built inside the software your team already uses, with people approving what matters.
AI operations dashboard
See the automation working inside the software you already use.
Teams is where your staff instruct the AI. This dashboard is the management layer: live workflows, queued work, exceptions and approvals for financial advisers and mortgage brokers.
The dashboard is the window in. Underneath it, specialist AI agents handle fact-find review, document checklist, lender follow-up inside the software financial advisers and mortgage brokers already use.
Every Horizon solution includes- Specialist AI agents - each one runs a focused workflow, not a generic chatbot
- Multi-model routing - the right model is selected for each task
- Human approval gates - client-facing and high-impact actions still wait for a person
- Audit trail - every AI action is logged with its status and outcome
This is the finance and mortgage product. It uses the same live-agent pattern as every Horizon build, shaped around the workflows and software already in use.
Open the live dashboard
In short
How can financial advisers and mortgage brokers use AI automation?
Financial advisers and mortgage brokers use AI automation to cut repeated admin - fact-find preparation, document checklist follow-up - while keeping a person on anything that touches a client, payment or compliance record. Horizon AI builds one workflow at a time inside the Iress Xplan, Midwinter, AdviserLogic tools you already run, with the scope, access requirements and testing agreed before implementation.
Familiar finance and mortgage software we can implement AI automation into
Software stack we work inside
AI inside the software financial advisers and mortgage brokers use.
Stop doing fact-find prep, document chasing and lender lookups yourself after hours. Built for solo advisers and small mortgage practices under 15 staff who want a second hire's worth of admin done by an agent, with you still on the approval gate.
The first build sits inside familiar systems - inboxes, documents, client portals, practice platforms, booking tools and reporting workflows financial advisers and mortgage brokers already rely on every day.
workflow.liveLive
Email and docsSource
AI reviewReview gate
Iress XplanAction
- AI Summary drafted review
- OK System update prepared queued
Workflow examples
First workflows worth testing.
Document checklist follow-up
Prepare the routine work for the responsible person, with the original context available for checking.
Finance and mortgagetoApprove
Lead qualification
Agree the system handoff and how the team handles missing information or conflicting records.
Finance and mortgagetoSign-off
CRM update drafts
Use clear trigger and completion rules so repeated or failed work stays visible to its owner.
Finance and mortgagetoFinal check
Review meeting briefs
Keep draft outputs separate from approved actions and define when the workflow should ask for help.
Finance and mortgagetoHuman gate
Mortgage scenario notes
Test representative examples and exceptions before deciding how much of this work should be automated.
Finance and mortgagetoAudit
How we work
A narrow first workflow beats a broad AI transformation promise.
Discovery
Review the current process, software stack, data access points and manual handoffs.
Scope
Choose the first workflow, approval gates, implementation path, timeline and quote.
Deploy
Build, test and launch the workflow inside approved business systems with human review.
Expand
Turn the first useful workflow into a practical AI roadmap across the business.
Relevant services
How Horizon AI can help.
Tool reference
Every tool we can build around.
The integration path depends on permissions, API access, subscription tier and security rules.
Common questions
Answers before we start.
What is Mortgage broker automation?
Mortgage broker automation means using AI automation, AI integration and practical implementation work to reduce admin, summarise information, draft routine work and keep follow-up moving inside familiar systems.
Can Horizon AI integrate with Iress Xplan, Midwinter, AdviserLogic?
Usually, but the exact path depends on permissions, API access, exports, subscription tier and security rules.
Which workflow should this sector automate first?
Start with the workflow that is repeated often, has clear inputs and outputs, and can be reviewed by a person before it affects a client, payment or compliance record.
Bring one workflow. Explore the next step.
A free 30-minute conversation with our Director about the work, the systems involved and what needs a closer look. Detailed assessment and implementation are quoted separately.