Mortgage Industry

AI Automation for
Mortgage Brokers

Streamline document collection, automate lead nurturing, and reduce manual client communication — so your brokers spend more time closing deals.

Get a Free Assessment

Common Pain Points

Manual Document Collection

Brokers spend excessive time chasing clients for payslips, bank statements, and ID documents — often through unstructured email chains.

Lead Nurturing Gaps

Mortgage leads require long nurturing cycles. Without automated follow-up, potential clients go cold and choose competitors.

Application Status Communication

Manually updating clients on application status creates bottlenecks and increases inbound calls asking 'what's happening with my loan?'

How Fordexa Solves This

Automated Document Portal

We can build a client portal that sends reminders, tracks uploads, and notifies your team when documents are complete.

Lead Nurture Sequences

We can build automated email and SMS workflows that keep mortgage leads warm while they decide.

Status Update Automation

We can connect your CRM to automatic client notifications at each application milestone, so clients don't have to call for updates.

What we've built for lenders

Non-bank lender

Funders send new rate sheets as PDFs. AI reads each one, extracts the new rates and shows what changed, and staff approve before anything goes live on the website. We also built a bilingual website with product pages and rate tables that update automatically, an online serviceability calculator rebuilt from the broker spreadsheet, a printable PDF product guide, and AI-drafted client emails.

Read the case study

Asset finance aggregator

A working prototype AI assistant that answers brokers' questions from 200+ lender documents (from 60+ lenders), citing the lender, document and page, and saying so when the answer isn't in the documents.