The old way
Documents chased by hand, repeatedly
The Otomatic way
Requests sent, tracked and chased automatically
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Mortgage brokers
Cases that stop waiting on a chase.
For mortgage brokers and independent financial advisers. We connect the CRM, inbox and document store, then remove the manual work in document collection, client chasing, reminders, case-status updates and CRM hygiene.
Free 30 minutes. Written roadmap within 24 hours.
The case is ready. It is waiting on one document.
Documents arrive in pieces
Payslips, statements and ID come in across email, WhatsApp and post, and matching them to the right case is a manual job.
Chasing is the job
A large part of the week goes on asking clients again for something already requested twice.
Nobody can see what is outstanding
What each case is actually waiting on lives in an adviser's head or a personal spreadsheet.
Clients ask where things stand
Status updates wait until someone writes them, so the client rings first.
Deadlines creep up
Offer expiries, review dates and renewal reminders depend on someone remembering to look.
The CRM lags the reality
Case records are updated after the fact, so reporting on the pipeline means asking people.
The difference
Old way versus the Otomatic way.
The old way
Outstanding items live in someone's head
The Otomatic way
What each case is waiting on is visible at a glance
The old way
Clients ring to ask where things stand
The Otomatic way
Case-status updates sent on schedule, in your voice
The old way
Deadlines depend on someone checking
The Otomatic way
Expiries, reviews and renewals reminded automatically
The old way
CRM updated after the fact
The Otomatic way
Records updated as the case moves
The old way
Reporting means asking the team
The Otomatic way
Pipeline reporting assembled from the system itself
What we build
Built around a case that has to keep moving.
Document collection and tracking
Client chasing and reminders
Case-status updates
Offer expiry and review-date reminders
CRM hygiene and case records
New enquiry capture and qualification
Renewal and review workflows
The first three automations we look for.
- 01
Document requests sent, tracked and chased automatically, with what is outstanding visible per case.
- 02
Case-status updates sent on schedule, so clients stop ringing to ask.
- 03
Offer expiries, review dates and renewals reminded before they become urgent.
The services behind this work.
We build around the systems already in the business.
We connect to the CRM, inbox and document tools you already run and build on Make.com. Advice stays entirely with the adviser. What gets automated is the collection, the chasing, the reminders and the record keeping around it.
- Make.com
- Claude
- OpenAI
- Gmail
- Google Sheets
- Microsoft 365
- HubSpot
- Zoho
- GoHighLevel
- Notion
- Xero
- Tally
- Brevo
Proof
The same method, already running.
Every build starts with the same audit, the same written roadmap and the same 30 days of monitoring after handover. Here it is in production.
See the work
Before you book the audit.
Ask us directlyRead how this is built before you buy it.
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Start here
See what your cases are waiting on.
Free 30 minutes. Written roadmap within 24 hours.