47 jobs happen by themselves.
Brokora runs on automation. The chasing and the paperwork are done for you, so you can get your evenings back.
Stages 1 to 3 of 9
Logins, records and a case chat, ready before you put the kettle on.
Stage 1 of 9
The moment you send the application, each applicant gets their own secure client portal login. No setting up accounts by hand.
No duplicates: if the client already exists, their record is reused, never copied. Joint applicants each get their own login and record.
Stage 2 of 9
Each applicant is saved as a client, the case is linked to them, and it is assigned to you automatically.
Every applicant is handled as a person in their own right: each gets their own record and their own letters.
Stage 3 of 9
A private chat opens for the case, and the right people at Brokora are told it has arrived, so nothing sits unseen.
One chat per case, never a pile of threads. If an adviser leaves, their client messages go to their manager, so no client is left hanging.
Stages 4 to 6 of 9
Documents filed, deadlines watched and letters sent in your name.
Stage 4 of 9
Your terms of business and the case documents are created and filed on the client's record, ready when you need them.
The agreement in principle certificate is only made once both its dates are filled in, then filed for each applicant.
Stage 5 of 9
Before the agreement in principle or the mortgage offer runs out, you and your client get a reminder in good time.
Reminders only go out while the case is still at that stage, so there are no pointless reminders.
Agreement in principle: 14 days before it runs out. Mortgage offer: 30 days before.
Stage 6 of 9
The right letter goes to your client, for the mortgage, the protection or both, signed with your trading name.
Letters only go out after the client has ticked their consent. Each applicant gets their own copy, and you get a silent copy.
Stages 7 to 9 of 9
Check-ins, a protection review set at two years and remortgage reminders, all on a timer.
Stage 7 of 9
Three customer-care emails go out by themselves, 9 days, 9 weeks and 9 months after completion. Each one is different: settling in, is everything okay, and is there anything we can help with.
Each check-in is timed from the completion date, so it lands at the right moment for that client.
Timed from completion: about 9 days, 9 weeks and 9 months after.
Stage 8 of 9
Two years after the policy starts, your client gets one short set of three reminders to check their cover still fits. Then it stops, with no endless emails.
Reviews only go to cases with a policy. A new policy or a remortgage starts its own set, and anyone who doesn't come back hears from us in the June newsletter instead.
Two years after the policy starts, then one month later, then one month after that.
Stage 9 of 9
Six, three and one month before their deal ends, your client hears from you first, before their lender or another broker does.
Every reminder is timed from the deal end date that is already on the case.
6 months, 3 months and 1 month before the deal ends.
On every case, paid for by Brokora
Every application is checked by an AI compliance reviewer against a written checklist made for mortgage and protection advice: over 50 checks on a full case.
Over 50 checks on a full case.
Names spelled the same everywhere, documents recent enough, balances and totals that add up, ages worked out from dates of birth, consents in place.
If any check is missed, it is sent back to finish it.
Hard stops and “refer to a person”: serious problems are flagged for a human at Brokora, never waved through.
Nobody can approve their own case, and a case can't be sent in a way that dodges the check.
Every check is kept on a dated record, ready if the regulator or your network ever asks.
Problems are flagged before they reach the lender or the regulator, helping protect your clients, your reputation and your FCA permissions.
It supports your own judgement. You always make the call.
On every case
No spreadsheet, no chasing the office. You can see where every fee is.
Written onto the case when you send it, with estimates marked.
Logged when it arrives, with any gap from the estimate shown.
Worked out for you from your own Brokora package, every time.
Booked to the next pay day, so you know when it lands.
Paid, and shown on your own pipeline report with every case.
On every protection case
A protection application has its own shorter track, with the same care.
You Pay Only For Your Own AI.
One application, 47 jobs done for you, and a compliance check on every case, so you get your evenings back.
at brokora.co.uk
Mortgage And Protection Advice, Reborn.