Summarize client files
Pull approved facts into short borrower summaries, scenario notes, risk flags, and application narratives for adviser review.
Safe and tailored AI
AI agents for admin work, with advisers in control.
AdviserPro AI is being designed as a helper for mortgage advice teams. It can retrieve, summarize, validate, draft, compare, and explain. It does not replace adviser judgement, approve advice, or make final lender recommendations.
Check document readiness
Identify missing, stale, mismatched, or low-quality documents before the file reaches the bank submission stage.
Compare lender fit
Search tenant-approved lender policy documents and notes, then cite the sources used for risks, mitigations, and conditions.
Draft client communication
Prepare plain-English document requests, follow-ups, and status updates using the current client file and approved next action.
Support refix reviews
Surface upcoming fixed-rate maturity dates and propose review steps based on the client's current records and tenant workflow.
Leave an audit trail
Record when AI was used, what sources were consulted, and which outputs were reviewed before they became part of the file.
Guardrails
What AdviserPro AI will not do.
Submit to lenders without explicit adviser action
Mark regulated advice as final
Approve loan structures
Waive compliance or document requirements
Delete source records
Expose client files outside user permissions