Monicio
Monicio brings client documents, fact finds and case management together in one place. AI reviews documents, pre-fills information and chases clients automatically, so your team spends less time on admin and more time on advice.
- Built for mortgage broker firms
- Secure client portal
- No download required
How Monicio Works
Monicio is designed to reduce the manual administration that slows mortgage teams down, from document collection through to case progression.
AI document review1.Client submits documents via secure portal
Clients upload documents through a secure browser-based portal, no app required.
2.AI reviews and extracts key information
Monicio processes documents automatically and pre-fills the fact find with extracted data.
3.Your team reviews and progresses the case
Advisers review pre-filled information, chase outstanding documents automatically, and keep cases moving.
Key Features
Everything your team needs to manage cases without the manual admin
AI-Powered Document Review
AI reviews client documents such as bank statements, identification and proof of income, helping advisers extract and understand important information faster.
Pre-Filled Fact Find
Automatically uses information extracted from client documents to pre-fill relevant sections of the fact find, reducing repetitive manual data entry.
Automatic Document Chasing
Automatically follows up with clients for outstanding or required documents, reducing the time advisers spend manually sending reminders.
Automated Mortgage Application Submission
Helps streamline the mortgage application process by using information already captured within the case to support application submission.
Collibry Integration
Information captured during adviser-client meetings in Collibry can flow into Monicio and be used to create and progress the client case, reducing duplicate data entry.
DealStream Integration
Integrates with DealStream to help manage incoming leads, follow-ups and lead progression, making it easier to move prospects towards becoming active clients.
See it in the app
Real screens from the product, one for each feature.
Reconciled in one click
Full financial picture
Compliance and admin trackedSee Monicio in action
Watch a product walkthrough of Monicio – how cases look, how documents and fact finds flow together, and how your team can use it day to day.
- • Full case overview inside the Monicio app
- • How documents, fact finds and chasing work together
- • Example of a real-world mortgage case workflow
Frequently Asked Questions
Common questions about Monicio
Who is Monicio designed for?
Monicio is purpose-built for mortgage broker firms, helping advisers and support teams manage client information, documents and cases in one place. It helps reduce manual administration and gives your team greater visibility across the cases they are working on.
How easy is it to get started with Monicio?
Monicio is completely browser-based, so there is nothing to download or install. Simply sign up, set up your team and start using the platform through your web browser. Your clients also access the platform through a secure client portal, with no app or software required.
What happens when a client submits their details and documents?
Client information and documents are captured directly through the secure client portal. Monicio then processes the information, using AI to review submitted documents and help your team quickly see what has been received, what is missing and what needs attention.
Can Monicio pre-fill a Fact Find from client documents?
Yes. The AI can extract relevant information from documents such as bank statements, payslips and identification, which can then be used to pre-fill the Fact Find. Your team can review the information rather than manually entering it, helping reduce duplicate data entry.
Can Monicio automatically chase clients for outstanding documents?
Yes. Monicio can automate document chasing, helping ensure clients are prompted for the information they still need to provide. This reduces the need for advisers and administrators to manually track outstanding documents and follow up with clients.
How does Monicio help my team manage cases?
Monicio brings case information, documents and outstanding requirements together in one place, helping advisers and administrators stay organised, see what needs attention and keep cases moving.
How is client data protected in Monicio?
Monicio is designed to securely handle sensitive client and financial information, with measures in place to protect client data and support data privacy and compliance.
See Monicio in action
Book a short demo to see how Monicio reduces case admin for your team.
