LIVE SYSTEMS
Use the BrokerEngine workflow already configured
- Customisable Workflows
- Dynamic Checklists
- Reviews Dashboard
- Seamless Deal Lodgement
BrokerEngineFinancial advice and mortgage broking AI integration
AI automation across BrokerEngine and the rest of your software.
Connect approved BrokerEngine deal context with client documents, checks, compliance, and lodgement systems.
Access confirmed before build. Start with one reviewed workflow.
Connect with
FinanceVaultillion BankStatements or CashDeckAFG FLEX or ApplyOnlineConnective Mercury
A real request in Teams
Ask once. Get the work ready for review.
This is the kind of request your team could ask after we connect BrokerEngine. Horizon checks the agreed information alongside FinanceVault, illion BankStatements or CashDeck, AFG FLEX or ApplyOnline, Connective Mercury and returns one useful result for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through BrokerEngine and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓Lead triage with workflow assignment drafts✓Document chasing automations with client context✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
BrokerEngineDoneOutlookDone
SalestrekkerConnected
Mercury NexusConnected
ApplyOnlineConnected
LoanappConnected
Keep BrokerEngine
BrokerEngine stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace BrokerEngine or present native product features as Horizon features.
The rest of your approved stack
- Use approved BrokerEngine records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use BrokerEngine without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved BrokerEngine records and connected sources needed for that question.
Can we use approved checklist and FinanceVault status to prepare a targeted client request?
BrokerEngine + FinanceVaultCan we bring approved bank-statement and CashDeck results into the relevant deal checklist for broker review?
BrokerEngine + illion BankStatements or CashDeckCan we prepare reviewed Credit Guide, privacy, and proposal inputs from approved deal data?
BrokerEngine + AFG FLEX or ApplyOnlineCan we check approved deal fields and documents before a person sends the file to AFG FLEX, ApplyOnline, or Mercury?
BrokerEngine + Connective MercuryWhat is waiting in BrokerEngine because another system holds the missing context?
BrokerEngine + Microsoft 365Which next actions can be prepared from approved BrokerEngine records for a person to review?
BrokerEngine + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
BrokerEngine supports fixed partners and Zapier, but general public developer access is not established. Feasibility depends on an approved partner path.
- 01 Confirm access. Confirm the approved BrokerEngine records, users, scopes, and connection path. BrokerEngine supports fixed partners and Zapier, but general public developer access is not established. Feasibility depends on an approved partner path.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build BrokerEngine workflows alongside.
Common questions
BrokerEngine AI integration, answered.
Can Horizon connect BrokerEngine to our AI tools?
Potentially. BrokerEngine supports fixed partners and Zapier, but general public developer access is not established. Feasibility depends on an approved partner path. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what BrokerEngine already does?
No. BrokerEngine continues to manage deal stages, checklists, and lodgement workflow. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
BrokerEngine integration session
Show us what you want BrokerEngine connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 min with our Director. No sales rep, no follow-up.