Customer stories

Case Studies from MAT Customers

Real examples of how brokers, firms, networks and lenders use MAT to grow, improve advice files and reduce admin.

Stories by segment

Browse examples that look like your own firm—solo brokers, growing brokerages, networks and lenders.

Brokers & firmsNetworksLenders

Growing brokerage

+38% more qualified enquiries in 90 days

+38% qualified leads

How a 12-adviser firm used AutoBook and Draftlee to respond faster and standardise follow-up.

Customer: GrowthFirst Mortgages

Network

Advice file quality up, admin time down

2 hrs saved per case

Why a 250+ AR network rolled out CollibryAI summaries and Document AI to support their oversight.

Customer: NorthBridge Network

Lender

Faster decisions without adding headcount

-30% time-to-offer

How the team improved broker experience using myCriteria and analytics from the MAT platform.

Customer: HarbourPoint Bank

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