The tech creator says the portal uses AI to handle case files and client data securely.
The tech creator says the portal uses AI to handle case files and client data securely.
Brokers point to document submission and complex cases as areas where technology could streamline the mortgage process.
The AI tool has been developed with compliance expertise from Simplybiz and threesixty, and will assess advice quality as well as flag up files which may need extra oversight.
The majority (58%) said their decision was driven by a combination of factors, including functionality, connectivity, price and broader system limitations.
The partnership is part of Offa's aim to grow originations through the intermediary channel.
A third of leaders say they do not know who should be accountable for AI-driven outcomes affecting vulnerable customers.
MBT’s network of brokers now have access to the Society’s affordability assessment, criteria and product information.
The Summit returns for its second year with a focus on innovation and the future of lending.
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), explores how networks support their members in what has become an increasingly demanding professional landscape.
Alistair previously held senior leadership roles at HSBC Global.
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