How to automate repetitive tasks, follow-ups, and compliance checks to free up adviser time for revenue-generating activities.
Workflow automation uses technology to perform repetitive tasks automatically based on triggers and conditions. For mortgage brokers, this means tasks like sending follow-up emails, requesting documents, and updating case statuses happen without manual intervention.
When a new lead comes in, automatically send a welcome email, create a client record, assign the lead to an adviser, and schedule a follow-up task. What used to take 10 minutes happens in seconds.
If a client hasn't uploaded required documents within 48 hours, send a reminder. Escalate after 5 days. This systematic approach replaces sporadic manual chasing with consistent, professional follow-up.
When a case moves to "DIP Submitted," automatically notify the client, update the introducer portal, and create a task to check for the DIP result in 24 hours. Learn more about stage-based automation.
Automatically schedule annual reviews based on completion dates. Send pre-review questionnaires and prepare review packs without adviser involvement.
Start with the three tasks you do most frequently. Automate those first, measure the time saved, then expand to more complex workflows. Most brokers see ROI within the first week.
Not everything should be automated. Personal phone calls, complex advice discussions, and sensitive situations require a human touch. The goal is to automate the mundane so you have more time for what matters.
Start with document chasing, status update emails, and new enquiry handling. These high-frequency, low-complexity tasks offer the quickest ROI on automation.
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