Fact-find preparation
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Finance and mortgagetoReview
AI automation for financial advisers and mortgage brokers.
Prepare fact-finds, classify documents, follow up prospects and generate clearer client handoffs.
Familiar finance and mortgage software we can implement AI automation into
The Horizon AI product, for finance and mortgage
Here is roughly what we would build for your firm.
The dashboard is the window in. Underneath it, specialist AI agents work inside the software financial advisers and mortgage brokers already use - reading inboxes and documents, drafting replies, routing approvals, keeping the CRM and practice tools in sync. This is the shape of what we would ship for you.
Browse inside the phone - it's live, not a screenshot.
What every Horizon solution ships with- Specialist AI agents - each one a focused finance and mortgage workflow, not a chatbot
- Multi-model routing - the right LLM per task, not one model for everything
- Lives in your software - inbox, CRM, practice tools, documents - no new platform to learn
- Human-in-the-loop - the decisions that matter still route through a real person
- Audit trail - every AI action logged with model, tokens, latency
This is the finance and mortgage product. Same agent pattern, same multi-model router, same approval gate as every Horizon build - shaped around financial advisers and mortgage brokers workflows. When we work with you, your data stays yours.
Open the live dashboard
Software stack we work inside
AI inside the software financial advisers and mortgage brokers use.
Prepare fact-finds, classify documents, follow up prospects and generate clearer client handoffs.
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
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Finance and mortgagetoReview
Lead qualification
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Finance and mortgagetoReview
CRM update drafts
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Finance and mortgagetoReview
Review meeting briefs
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Finance and mortgagetoReview
Mortgage scenario notes
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Finance and mortgagetoReview
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.
Ready to start? Book a strategy session.
Tell us the workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.