The only AI-powered Assistant built exclusively for brokers. Automate compliance, verify income instantly with Open Banking, and close loans while competitors are still chasing paperwork.
Built specifically for mortgage brokers with powerful automation and AI
Track every client from lead to post-settlement. Visual pipeline with automated stage progression and smart reminders.
Instantly import bank data via Akahu for affordability checks. No more manual bank statement reviews.
Seamless identity verification and compliance evidence packs. Integrated with GBG, APLYiD, and FrankieOne.
Emails, calls, and documents summarized into actionable insights. Let AI handle the paperwork.
Secure document collection and progress tracking. Clients stay informed every step of the way.
Automated reminders and refinance prompts to retain clients. Build long-term relationships effortlessly.
Join brokers who are closing deals faster and working smarter with Readvice.ai.
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