AI workspace for finance brokers
Fin Tech
Capture messy client notes and documents, convert them into structured financial profiles, identify missing details, and compare indicative borrowing capacity across lender products.
AI intake entries with an audit trail
Missing-information prompts for brokers
Lender capacity and repayment scenarios
Client file
Nguyen family refinance
Broker note
Client earns $132k, spouse income missing, 2 dependents, wants to borrow $780k for a $975k property.
Top indicative capacity
$812,400
Monthly repayment
$4,681
Missing detail: What is the spouse's annual gross income before tax?