Connect Mortgages has adopted FastSubmit from Instamo, enabling advisers across its network to upload completed PDF fact finds directly into the system for automated data extraction and submission into lender portals.

The technology extracts and maps required information into lender-native systems, removing the need for advisers to re-key case details across multiple platforms.

According to the firms, this reduces duplication and administrative workload while maintaining lenders’ existing processes.

FastSubmit works alongside, rather than replacing, lender portals. Applications pass through the same validations, rules and checks as if they had been entered manually, meaning lenders continue to receive cases through established submission routes.

For Connect, the appeal lies in the ability to accelerate submissions without requiring CRM integrations or changes to advisers’ existing workflows.

Using a drag-and-drop function, the network’s admin team can upload a completed fact find, with the system automatically extracting and mapping the data into the relevant lender systems.

Freddie Savundra, founder of Instamo, said: “We’re delighted to be working with Connect Mortgages and Liz and her team as they continue to invest in practical solutions that genuinely support their members.

“Their commitment to improving adviser efficiency and reducing unnecessary administration aligns perfectly with what FastSubmit was built to deliver.”

Liz Syms (pictured), chief executive of Connect Mortgages, added: “Instamo has taken a real pain point for advisers and solved it properly.

“We’re delighted to be one of the first adopters of FastSubmit and to be working with such an innovative team.

“It reduces duplication, speeds up submission through lender portals, and does it in a way without forcing advisers to change how they work.

“FastSubmit removes friction, improves the client, adviser and administrator experience, while still keeping the validations and checks lenders rely on.”