Mortgage AI Toolkit

Platform

One system for lead capture, automation, compliance and analytics.

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Booking
Leads
Emails
Meetings
Compliance
Criteria

What’s in the platform

Four pillars: sales, operations, compliance and the core engine. Integrate what you need and scale as you grow.

Sales & Growth

Automate lead capture and qualification to accelerate your pipeline

  • AutoBook AI booking bot
  • Multi-channel lead capture
  • Intelligent qualification workflows
  • Real-time lead routing

Operations & Productivity

Streamline workflows and eliminate manual work

  • Unified dashboard for all deals
  • Automated meeting scheduling
  • Document management system
  • Team collaboration tools

Knowledge & Compliance

Stay compliant and informed with automated checks

  • Real-time compliance monitoring
  • MyCriteria automated checks
  • Documentation verification
  • Regulatory reporting

Core Platform

The intelligent backbone connecting everything

  • AI-powered automation engine
  • Unified data platform
  • Advanced analytics & insights
  • Enterprise API & integrations

How the Platform Works

A seamless workflow designed to automate your entire mortgage operation

  1. 1.Visitor Engages

    Lead interaction across all channels

  2. 2.AI Processes

    Intelligent conversation and qualification

  3. 3.Automation Routes

    Smart workflow assignment and escalation

  4. 4.Data Syncs

    Real-time data integration across tools

  5. 5.Dashboard Updates

    Live insights and performance tracking

From first contact to completion

One connected platform, from first contact to completion. Follow a case through the toolkit.

DealStream/Step 1 of 6

Lead called instantly

A new lead comes in. DealStream calls them instantly.

Explore DealStream
DealStream AI context settings that shape how the assistant calls new leads
AI context configured
Smart AI calling

Every tool, inside the platform

Real screens from each product in the toolkit.

Try the interactive demos
Monicio fact find showing a client full financial picture inside the case
Fact find
Fact find: a full financial pictureMonicio
Collibry Voice to FactFind screen for uploading a recorded client call
Audio processing
Voice to FactFindCollibry
Draftlee inbox with AI-drafted replies ready for client emails
AI reply ready
Smart emailDraftlee
DealStream email outreach set up to re-engage old leads
Lead re-engaged
Old lead re-engagementDealStream
MyCriteria chat assistant answering a typed lender criteria question
Answer generated
Criteria chatMyCriteria
AutoBook voice assistant chatting with a client to book a discovery call
Real-time voice conversation
Live voice callAutoBook
Spently risk alerts flagging gambling transactions in a bank statement
Risk indicators detected
Risk detectionSpently
SyfeHR call log with an AI summary of a candidate screening call
AI recruitment active
AI recruitment and CV managementSyfeHR

Integrations & Open API

Connect MAT to your entire tech stack with pre-built integrations or custom APIs

Our open API lets you build custom integrations and extend MAT to fit your unique workflow. Full documentation is available for developers.

CRM
Calendar
Email
Analytics
Compliance
Custom API

Enterprise Security & Compliance

Built with enterprise security standards to protect your business and your clients

UK Compliance Ready

FCA-compliant workflows with automated documentation and audit trails

Data Encryption

End-to-end encryption for all data in transit and at rest

Secure Cloud Infrastructure

ISO 27001 certified hosting with automatic backups and disaster recovery

Role-Based Access Control

Granular permissions system for team member access management

GDPR Compliant

Full compliance with data privacy regulations and user consent management

Bring Your Mortgage Tools Together Into One Intelligent Platform

Experience the future of mortgage operations. See how MAT can transform your business with unified automation, compliance, and insights.

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