Siloed lead generation, affordability re-keyed across a dozen lender portals, weeks of document chasing and compliance reviewed months too late — MortgageGPT replaces all of it with a single automated pipeline. AI lead generation and CRM, real-time affordability syncing, proactive document extraction, embedded compliance auditing and an on-demand marketing stack, in one place.
AI capabilities
Not a chatbot bolted onto a CRM. Six AI capabilities running across one pipeline — from first enquiry to compliant completion — for advisers, networks and financial institutions.
Every applicant profile is scored against live lender criteria and affordability rules, so advisers see the products a case will actually pass — not a 200-row sourcing table to sift through.
An always-on assistant that answers borrower questions, qualifies enquiries out of hours and collects the paperwork before a human adviser ever opens the case.
Compliance auditing built into the workflow instead of bolted on months later. Suitability evidence, vulnerability flags and file gaps are checked as the case is built.
Payslips, bank statements, IDs and accounts are read, validated and mapped into the case automatically — no rekeying, no missing page emails.
Campaign assets, social posts, email sequences and a full adviser website generated around your firm's brand — so pipeline building no longer depends on spare evenings.
The platform watches your whole book and surfaces the next best action: cases going cold, product transfers due, and where conversion is leaking.
The fragmentation penalty
Every handover between them costs time, margin and cases. MortgageGPT replaces the stack with a single automated pipeline.
How it works
A connected flow between borrowers, brokers and lenders — built on an AI matching layer that reduces manual work at every step.
Borrowers arrive from the MortgageGPT app or your own AI-generated campaigns. The conversational bot qualifies them and collects documents before an adviser is involved.
Documents are extracted and validated, the fact find populates itself, and affordability is synced against live lender criteria in real time.
Advisers open a document-ready case with a criteria-passed product shortlist, recommend with confidence and track everything in one CRM.
The AI Compliance Officer audits suitability evidence as the case is built, so files reach lenders and networks audit-ready — not reworked later.
Who it's for
A steady stream of pre-qualified applicants routed from our consumer app — already document-ready when they reach you.
Manage applicants, statuses and follow-ups in one workspace built around how brokers actually work.
Automated intake and document handling cut the manual work, so you spend time on clients, not paperwork.
Pick a template designed for mortgage brokers, swap in your branding, and go live — no agency or developer required.
Modern template
Clean fintech feel for digital-first brokers
Classic template
Trusted, regulated look for established advisors
Bold template
High-contrast editorial for growth-focused firms
Live example
Branded, responsive and connected to the broker's CRM. Set up in an afternoon, not a quarter.
Why it is different
Most mortgage AI automates one step. MortgageGPT is the first UK platform to run the entire journey, with the guardrails a regulated firm needs.
Trained around FCA expectations, UK lender criteria and Consumer Duty evidence — so the output is usable in a regulated file, not a plausible-sounding draft.
Lead generation, fact find, document extraction, sourcing, compliance and marketing sit on one data model. Nothing is re-keyed between systems.
Every recommendation shows its reasoning and its source. The AI surfaces the next best action; regulated advice stays with regulated professionals.
Powered by demand
The MortgageGPT app is where home-buyers prepare their application — uploading documents and details, then being matched to suitable brokers and regulated advisers. That demand feeds directly into the partner network.
MortgageGPTFAQ
Join the advisers, networks and lenders running their whole pipeline — leads, documents, sourcing, compliance and marketing — on one AI operating system.