MORTGAGE ADVICE TOOL

Smarter Mortgage Advice, From Fact Find to Application

Adiso’s mortgage tools help advisors capture client information, assess lending options and prepare lender-ready applications faster. By combining structured data capture with AI insights, advisors can move from initial conversation to application with far less manual work.

Capture the right information

Mortgage advice begins with understanding the client's full financial situation. Adiso's structured fact find helps advisors gather and organise the key information needed to assess lending options, including personal and employment details, income sources, existing debts, property ownership, deposit information and loan purpose.

Information gathered during meetings can also be extracted automatically from transcripts and populated into the fact find.

Mortgage advice fact find — entity and client details in Adiso

Intelligent lender guidance

Adiso uses the information captured during the advice process to help advisors assess which lenders may be most suitable for a client's circumstances — including overseas income, self-employed borrowers, complex income structures and property investment scenarios.

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Generate application documents

Preparing mortgage applications can be time-consuming and repetitive. Adiso simplifies this process by using the client information already captured in the platform to generate application-ready documentation, allowing advisors to prepare required information and supporting documents more efficiently before submitting to the lender. This reduces time spent on formatting and helps minimise the risk of errors or missing information in the final application.

Mortgage document generation — generating application documents in Adiso

Manage the application process

Adiso allows advisors to track the progress of each mortgage opportunity from initial enquiry through to lender submission and approval — managing prospect enquiries, fact find completion, submission preparation, application progress and pre-approval outcomes.

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Integrated with your workflow

Mortgage advice does not exist in isolation. Adiso connects mortgage workflows with the wider platform including client management, meetings, tasks and opportunity tracking. This allows advisors to move seamlessly between client conversations, fact finds, document preparation and next actions.

Mortgage advice tools sit alongside Adiso’s broader capabilities including client management, meeting intelligence, compliance monitoring and advice modelling — helping advisors deliver efficient, well-documented advice while reducing manual administration.

Mortgage lender comparison — AI-scored lender assessment in Adiso

See how it works

Book a demonstration to see how Adiso helps mortgage advisors capture information, assess options and manage applications more efficiently.

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