A new meeting platform designed for mortgage advisers has launched in the UK, aiming to reduce the administrative workload associated with compliance and client documentation.
Industry research has suggested advisers spend less than half of their working week directly with clients, with the remainder taken up by preparation, reporting and compliance tasks, according to research from Fidelity Adviser Solutions.
A new digital platform from Mortgage AI Toolkit, called Collibry, seeks to simplify how advisers conduct client consultations and manage the documentation that accompanies them.
The system combines secure video consultations, automated transcripts and structured fact-find tools within a single platform, with the aim of reducing the time advisers spend recording and organising meeting information.
According to the company, the platform has been built around the practical realities of mortgage advice meetings, which typically involve structured questioning, regulatory documentation and detailed record keeping.
Unlike general video conferencing tools, Collibry focuses specifically on the documentation-heavy nature of mortgage advice. During meetings, the system can automatically capture transcripts and key discussion points, allowing advisers to focus on the client conversation rather than note-taking, the company says.
One of the platform’s central features is Smart Sync, which supports structured fact-find discussions. Advisers can select mortgage-specific templates or upload their own question frameworks before a meeting begins.
As the consultation progresses, Collibry identifies responses and records them against the relevant sections of the fact-find, helping advisers capture regulatory information while maintaining a natural conversation with the client.
Mortgage AI Toolkit said the platform has also been designed with future integrations in mind, with plans to enable compatibility with external CRM and mortgage software systems so that meeting data can move more easily into advisers’ wider workflows.
Alongside meeting documentation, the platform also includes tools intended to simplify how consultations are arranged.
Through Smart Scheduling and calendar integration, advisers can arrange meetings, invite participants and automatically synchronise appointments with their calendars. Clients are also able to book consultations through personalised booking links that show the adviser’s available time slots.
The platform includes an AI meeting assistant, “Chat with Sora”, which allows advisers to create meetings using simple prompts. For example, advisers can type a request such as “create a meeting tomorrow at 2pm with client@email.com” and the system will automatically generate the meeting invitation and calendar entry.
Ifthikar Mohamed, founder of Mortgage AI Toolkit and co-founder and director of WIS Group, said the scheduling functionality had been developed in response to the practical challenges advisers face when organising client consultations.
He said: “At WIS Group, our advisers were spending a surprising amount of time simply coordinating meetings with clients — checking calendars, sending emails and trying to find mutually convenient times.
“With Collibry’s smart scheduling, calendar integration and AI meeting creation, that process becomes almost instant. Clients can book directly into the adviser’s availability, or advisers can generate meetings in seconds using simple prompts.
“That means our advisers spend far less time managing diaries and far more time focusing on advice and supporting clients.”
