About us
We build AI-powered tools that help mortgage professionals streamline operations, deliver a better client experience, and stay confidently compliant.
Our mission
Modernise the mortgage industry with practical AI that removes repetitive work and gives brokers, firms and networks more time for advice.
- Replace manual, paper-heavy tasks
- Support brokers across the full journey
- Keep clients at the centre of every workflow
Our vision
Be the trusted AI partner for UK mortgage professionals, powering daily operations and long‑term growth.
- One platform for teams of any size
- Embedded compliance and governance
- Tools that grow with your firm
How Mortgage AI Toolkit started
Mortgage AI Toolkit grew out of first-hand experience of how much time mortgage professionals lose to repetitive, paper-heavy work. Our founders saw advisers and operations teams juggling forms, spreadsheets and email threads while trying to stay on top of demanding regulation.
Rather than building generic software, we brought together seasoned mortgage experts and AI specialists to design tools around real pain points: capturing and qualifying leads, analysing documents, keeping training on track and evidencing advice journeys.
Today, Mortgage AI Toolkit is focused on turning that insight into a single suite of products tailored to the way brokers, firms, lenders and networks actually work.
What we build
A modular toolkit of AI products for sales, operations, learning and people.
Sales & Growth
Convert more interest into booked conversations.
- AutoBook
- DealStream
- Lead capture & routing
Operations
Keep every case and conversation moving.
- Draftlee
- CollibryAI
- Spently affordability
Knowledge & CPD
Keep your team trained and informed.
- EduFlow
- CPD tracking
- myCriteria
People & Governance
People and processes behind every case.
- SyphR HR
- Audit‑ready records
- UK regulation
Our values
Principles that guide how we design, build and support the platform.
Innovation
We explore how new AI techniques can remove friction from the mortgage journey while staying practical for day-to-day use.
Compliance
Everything we build is shaped by UK regulation. Our products help firms evidence good outcomes and stay aligned with FCA expectations.
Quality
From product design to support, we hold a high bar for reliability, clarity and user experience.
Partnership
We work closely with brokers, firms and networks, treating every deployment as a long-term collaboration.
Our team
Mortgage practitioners, AI specialists and product engineers working on one platform.
Industry experts
Brokers, advisers and operations leaders who have lived the day‑to‑day reality of mortgage work.
- Shape workflows
- Grounded in regulation
- Firms of all sizes
AI specialists
Machine‑learning and data specialists focused on safe, reliable AI for financial services.
- Design and tune models
- Work with compliance
- Explainability and control
Product engineers
Engineers who turn ideas into secure, scalable products brokers can trust every day.
- Unified platform
- Performance & uptime
- Ship improvements quickly