Monicio

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.

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.

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.

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.

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.

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.

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.