Guided fact-finds for mortgage brokers, with AI-drafted case packs you review before they go to the lender.
Mortgagedesk is for UK mortgage brokers who run the same fact-find over and over and need it done properly every time. Guided prompts walk you through the client conversation section by section - affordability, suitability, the lot - so nothing gets skipped on a fast call. Record the session (with the client's consent) when you want a clear record of what was said. When the fact-find is done, AI drafts the case pack from your session and notes. You read it, tighten the wording, and confirm it - nothing goes anywhere until you say so. Then send a structured, professional email to the lender straight from the app.