AI for mortgage brokers that chases the documents, not the advice
Not another AI tool. Your AI consultancy and development team for faster responses to buyer and remortgage enquiries, document chasing that runs itself, and protection and review opportunities that don’t slip.
Start with one practical AI workflow opportunity. No system access or credit card required.
Jemima
Practical AI workflows for mortgage brokers
Live, interactive demos built for mortgage brokers. Try them with sample data.
Where a faster, more organised broker wins and keeps clients
Slow replies lose buyers
First-time buyer and remortgage enquiries go to several brokers, and a slow reply loses them before a fact-find ever happens.
Endless document chasing
Payslips, bank statements and ID need chasing from clients who go quiet, and it’s what stalls most applications.
Protection opportunities missed
Protection conversations get forgotten in the rush of the mortgage itself, leaving both cover and revenue on the table.
Reviews and remortgages slip
Rate-expiry and review opportunities aren’t followed up consistently, so clients drift off to comparison sites.
Triaging enquiries
Working out which enquiries are ready to proceed versus early research eats adviser time.
After-hours enquiries
Enquiries arrive evenings and weekends and sit unanswered until someone reaches the inbox.
See how one enquiry is handled
An enquiry comes in
Jemima hands your team
Triage
ready-to-proceed first-time buyer, time-sensitive
Services
mortgage advice, protection, application support
Next action
book a fact-find and request documents
Plus
a drafted reply and the document checklist to send
The adviser gives all regulated mortgage and protection advice — Jemima captures the enquiry and chases the paperwork, it doesn’t advise or recommend.
Built around the tools you already use
Four simple steps for your business
Review
We look at your enquiry, follow-up and admin processes.
Roadmap
We pick the one workflow that makes the biggest difference first.
Build
We build and test it around your real tools, with review points for your team.
Launch
It goes live, then we maintain and improve it over time.
Questions mortgage brokers ask
Yes. When an enquiry comes in, Jemima can reply straight away, capture the client’s situation and how urgent it is, and offer a fact-find — so you don’t lose ready buyers to a broker who replied first. Your advisers still decide who to take on.
Yes, and it’s one of the most popular workflows. Jemima can chase payslips, bank statements and ID politely and repeatedly until they’re in, so applications don’t stall on a client who has gone quiet. You decide who gets chased and how often.
Yes. Workflows can prompt around protection conversations and flag rate-expiry and remortgage reviews before they lapse, so opportunities don’t slip in the rush of the main application. The advice and any recommendation always stay with your adviser.
It can triage. Jemima flags ready-to-proceed enquiries against early research and routes them accordingly, so adviser time goes to the clients most likely to complete. You always make the final call.
No. Jemima captures information, organises it and chases paperwork, but it never gives regulated advice or recommends a product — that always stays with the adviser. It removes the admin around an application, not the advice itself.
In most cases, yes. We aim to fit around the sourcing and CRM tools you already use, such as Twenty7tec, 360 Dotnet, The Key or Smartr365, along with your inbox and SMS, rather than asking you to change systems. We confirm what’s possible during the review.
Yes. Information is handled with controlled access and clear limits, sensitive cases can stay under human review, and every workflow has approval points, activity logs and human handovers, so you can see exactly what it has done and pause or adjust it at any time. We design around your confidentiality and GDPR obligations.