Mortgage And Protection Advice, Reborn.

Everything runs by voice and lives in one online workspace, so the work goes where you go. Scroll to follow one adviser's day.

On the road

Hands on the wheel. Eyes on the road.

Ask out loud for today's cases and hear what needs you next. Overnight, the automations kept every case moving. Fully hands-free, never a screen.

At the gym

Between sets, the chaser goes out.

One sentence checks which documents are still outstanding and sends the chaser, and a reminder sets itself. The workout keeps its pace, and so does the business.

Doing the weekly shop

A new client, set up by itself.

A new client's online form has created their record, assigned the case and opened a secure chat, all by itself, while you choose the groceries.

Walking in the park

A walk becomes a working hour.

Hear what changed since the morning and approve the next step out loud. The workflow makes the PDF for the file and sets a reminder months ahead.

On the road

Hands on the wheel. Eyes on the road.

Ask out loud for today's cases. Overnight, the automations kept every case moving.

At the gym

Between sets, the chaser goes out.

One sentence sends the chaser for missing documents, and a reminder sets itself.

Doing the weekly shop

A new client, set up by itself.

Their online form created the record, assigned the case and opened a secure chat.

Walking in the park

A walk becomes a working hour.

Approve the next step out loud; the workflow files the PDF and sets a reminder.