Regional UK brokerage
6 weeks
Criteria search live on the desk
Advisers query CCJ, LTV, and age policy across selected lenders in plain language — with client-profile pass/fail on the case.
AI mortgage & finance software · UK
Neural Finance
Mortgage apps. Criteria AI. Brokers still in charge.
Product tour
Criteria AI and Broker Copilot
Policy search and case assist — with humans still in the loop.
Criteria AI
Search lender criteria in plain language — rules, RAG, or GraphRAG — with client-profile pass/fail.
Specialist lender programme
1 case object
AIP → FMA without duplicate records
Promotion kept as a state transition on a governed CDM — audit trail intact from soft check through evidenced FMA.
Multi-branch network
HITL by default
Copilot that never auto-commits
Agents draft letters and next steps; human-in-the-loop queues keep advice accountability with the broker.
Who it's for
Brokerages and lenders — same platform, different paths
Run cases faster without losing the advice trail
Criteria AI, Broker Copilot, and HITL queues sit inside the case workspace — so advisers get speed and keep accountability.
- Plain-language criteria search across lenders
- Copilot for status, fact-find gaps, and letters
- Human-in-the-loop before anything commits the firm
01
Agents propose
Copilot and Criteria AI draft answers, flag missing fact-find items, and suggest next-best actions.
02
HITL queues decide
Human-in-the-loop hubs surface what needs a broker before anything commits the firm.
03
Brokers stay accountable
Advice risk stays with the human. AI accelerates; the broker owns the recommendation.
What we build
The surfaces your team will use
Criteria AI, Broker Copilot, and the mortgage applications around them. CDM and DSL live on the capabilities page.
01
Criteria AI
Natural-language criteria search across lender policy — structured rules, RAG, and GraphRAG with pass/fail checks against the client profile.
Learn more →02
AI Broker Copilot
Case-aware assist for status, tasks, fact-find gaps, documents, and suitability letters — with HITL queues that split work between brokers and AI agents.
Learn more →03
Mortgage applications
End-to-end broker and lender apps: AIP → FMA, sourcing, KYC, submissions, and audit-ready case trails.
Learn more →Ready to implement your next mortgage application?
Email sales@neural-finance.com or send a short brief — we respond within one business day.
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