Related topic: Technology

Advisers are using the platforms beyond product sourcing and KFI generation.

The BDLA now has 100 members across lenders and associate firms.

Nick Eatock, CEO of Intelliflo, looks at how AI, better-quality data and rising client expectations are accelerating change across advice firms, with technology now forming the...

The introduction of AVMs enables valuations to be carried out earlier in the application process.

Process inefficiency has overtaken regulation as the biggest frustration, with lenders spending 45% of their working day chasing updates, up from 32% in 2024.

MBT integrates affordability, criteria and product filtering results.

The current approach to AI in financial services risks "serious harm" to consumers and the wider system, the report argues.

The tool allows brokers to identify the right mortgage products without leaving their CRM.

Advice Guru research suggests at least 60% of advisers lack a current, active business plan.

Keystone says the partnership will particularly benefit HMO, MUFB and semi commercial valuations.