Solution Brief
Instant, accurate answers to criteria and policy questions, powered exclusively by your own lending rules and documentation. Fewer repetitive enquiries, faster responses, 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
Responses use your verified criteria only. Every answer is traceable to its source, and anything outside scope is declined rather than guessed. Control is fully retained by your team.
Availability
The assistant operates continuously, so brokers and teams get answers without waiting for phone lines or email replies.
Deployment
The same assistant can sit on broker portals, your public website, internal knowledge bases, and adviser tools. One knowledge base, deployed wherever the questions arrive.
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 live 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.
Live in weeks, not months. No six-month IT programme to get started.
Designed to cut repetitive inbound enquiries and improve consistency, with usage reporting so you can see exactly how it is being used.
All data remains private and controlled. Your criteria stay yours.
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 show you a live version and discuss rollout options.