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
Visitor Engages
Lead interaction across all channels
AI Processes
Intelligent conversation and qualification
Automation Routes
Smart workflow assignment and escalation
Data Syncs
Real-time data integration across tools
Dashboard Updates
Live insights and performance tracking
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.
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.