Fact-find preparation
Frees up roughly 3 hours a week per workflow once it's running - billable time back, or just an earlier finish.
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, shipping a tested, reviewed flow within 1-4 weeks.
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
Cheaper than the part-timer you were going to advertise for, and runs without sick days or supervision.
Finance and mortgagetoApprove
Lead qualification
One workflow can recover about $1,500 to $2,500 worth of admin time each quarter at a typical small firm.
Finance and mortgagetoSign-off
CRM update drafts
Pays for itself inside 60 days for most firms. What you save in Q1 usually covers the next workflow too.
Finance and mortgagetoFinal check
Review meeting briefs
Runs every time the trigger fires - no chasing, no reminders, no overtime, no Saturdays.
Finance and mortgagetoHuman gate
Mortgage scenario notes
What you'd otherwise pay an offshore VA for, done with a full audit trail and no time-zone gap.
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.
Stop doing the admin yourself. And stop hiring for it.
30 minutes with our Director, not a sales rep. Bring the workflow you'd rather not be doing yourself; we will scope what it would cost to automate and what you would save, before the call ends.