Pack and case assembly
Assemble the pack to one named recipient’s current specification. Flag what is missing before it goes, rather than after the rejection.
The four answers
- Who buys it
- Anyone submitting to a third party that has its own requirements: a lender, a scheme, an insurer, a local authority.
- What stays human
- The submission decision, and every judgement the recipient’s underwriter asks for.
- How it is charged
- Flat monthly per scope, per recipient specification maintained.
- The system behind it
- None of ours yet. It is built on your systems and the model provider’s, and saying otherwise would imply a platform we have not written.
Before you buy it
Half of submitted information is right first time, across 70+ specialist lenders and brokers. That is the entire business case and it is not ours.
And the general test, which applies to this offer as much as any other: six questions that settle whether a task should be automated at all. Five of its eight verdicts are some form of no.
Checked 24 September 2026. Any figure on this page is restated from Half of what brokers send lenders is wrong first time. Here is where the hours go and What to automate first in an advice firm, and what to never automate, where it carries its source, its weight and the date it is next due, and where it is listed on the public register with every other number on this site. If one has gone stale before we got to it, tell us.
One job, named. Tell us which.
Not “automate the back office”. The specific thing that is eating the hours, with the six audit records written into the statement of work before anything is built.