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Mortgage brokers are FCA-regulated, with suitability, record keeping and Consumer Duty obligations. AI and software can draft notes, summarise and update, book appointments and remind, but the adviser reviews anything that goes to a client and gives all advice. These use cases never suggest AI recommends products or assesses suitability. Client data stays out of consumer AI plans, and key dates are in the CRM first.
4 ideastypical cost £17 a monthtypical saving about £143 a month
Fathom AI Notetaker drafts a summary and action items from video meetings for the adviser to check. Premium from about £12 a user a month.
ChatGPT, Claude or Gemini turn your case notes into clear client progress emails for the adviser to approve. Free to about £20 a month.
Clients book a fact-find or review slot in an adviser's calendar through Calendly. From about £8 a seat a month.
A spreadsheet row creates a calendar reminder for each client's rate expiry review. A backup layer, free on Zapier's free plan.