Solution Brief
Answers to criteria and policy questions, drawn only from your own lending rules and documentation. Fewer repetitive enquiries and consistent answers across the business.
Building Societies are under increasing pressure to deliver faster, clearer guidance to brokers while managing rising workloads internally. Four patterns come up again and again.
Teams spend time searching through PDFs or responding to repeated queries from brokers.
Underwriting and support teams are overloaded with simple clarification requests.
Criteria can be understood differently across teams, leading to variation in responses.
Broker queries continue outside core hours, creating delays and backlogs.
The assistant delivers immediate, natural-language answers to criteria and policy questions, whether your team is responding to broker queries or navigating internal policy.
Lookup
Teams get direct answers to questions such as:
No menus. No filters. Just direct answers.
Accuracy
Answers come only from your own published criteria. If the answer is not there, the assistant says so rather than guessing or searching the web.
Availability
The assistant operates continuously, so brokers and teams get answers without waiting for phone lines or email replies.
Deployment
The assistant can be placed on your public website, broker-facing pages, or internal tools. One knowledge base behind all of them.
Maintenance
Criteria updates are simple. You send the revised wording, and we update the knowledge base. No internal engineering required.
Four steps from your documents to a working assistant, with your team in control at every stage.
Your lending criteria, FAQs and documentation are structured into a clear, searchable knowledge base.
Your team verifies the responses and tone before anything goes live.
Your assistant is deployed with your branding and website style guidelines.
We provide usage reports, refine the model, and update the criteria as they evolve.
Internal
External
Typical territory: mortgage criteria lookups, applicant rules, property eligibility, affordability rules, income types, portfolio landlord checks, documentation requirements, fee structures, and BTL criteria.
Not generic AI. Purpose-built for the complexity of mortgage criteria in the mutual sector.
Set up in weeks for a pilot. No six-month IT programme to get started.
Usage reports show what was asked, how it was answered, and where the gaps are, so you can judge the impact for yourself.
Hosted in the UK (London). Each society's criteria are held separately, the assistant works only on websites we approve together, and every question and answer is logged.
Scales with broker demand without adding staff workload.
Try the live assistant below, built on a UK Building Society's published lending criteria, and judge the accuracy against the source documents.
Prove it yourself
This is the same assistant that powers our demos. It is presented here as Astra, our fictional demo lender, and it answers from a UK Building Society's published lending criteria. Ask it a real question and judge the accuracy against the source.
Want to see it in place on a lender's site? Open the full demos.
If you'd like a walkthrough, or want to explore how this could support your teams and broker interactions, we'd be happy to walk you through it and discuss rollout options.
