AIforCompanies

Prepared for property finance brokers

Demo on a fictional firm and data.

Broker Case Hub

A case management hub that shows every case, and flags the ones going quiet.

Every client, case and document in one place, set up the way the team already works a deal.

  • Customer and sales systems
  • Processes no package fits
  • Reporting and visibility

Today

Cases spread across inboxes, spreadsheets and shared drives. Quiet cases go unnoticed and fees are split by hand.

  • Outlook
  • Gmail
  • Excel
  • Google Drive

With Broker Case Hub

The whole book on one screen, with each case on the stages the team already uses.

  • The whole book on one screen.
  • Quiet cases flag themselves after five days.
  • Handovers keep the full history.
1

screen for the whole book

5

days of silence before a case flags itself

The whole book, on one screen

Open cases, fees in the pipeline and who needs chasing.

Every case by stage

Each deal moves along the stages the team already uses, with an alert where it has gone quiet.

One case, in full

Fees, notes, documents and the stage checklist together.

Works with

  • Google Drive
  • PDF documents
  • Excel