The old way
Documents chased by hand, repeatedly
The Otomatic way
Requests sent, tracked and chased automatically
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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.
Sub-sectors we serve
Key challenges you face
Payslips, statements and ID come in across email, WhatsApp and post, and matching them to the right case is a manual job.
A large part of the week goes on asking clients again for something already requested twice.
What each case is actually waiting on lives in an adviser's head or a personal spreadsheet.
Status updates wait until someone writes them, so the client rings first.
Offer expiries, review dates and renewal reminders depend on someone remembering to look.
Case records are updated after the fact, so reporting on the pipeline means asking people.
The old way
Documents chased by hand, repeatedly
The Otomatic way
Requests sent, tracked and chased automatically
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
| The old way | The Otomatic way | |
|---|---|---|
Documents chased by hand, repeatedly | Requests sent, tracked and chased automatically | |
Outstanding items live in someone's head | What each case is waiting on is visible at a glance | |
Clients ring to ask where things stand | Case-status updates sent on schedule, in your voice | |
Deadlines depend on someone checking | Expiries, reviews and renewals reminded automatically | |
CRM updated after the fact | Records updated as the case moves | |
Reporting means asking the team | Pipeline reporting assembled from the system itself |
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
Document requests sent, tracked and chased automatically, with what is outstanding visible per case.
Case-status updates sent on schedule, so clients stop ringing to ask.
Offer expiries, review dates and renewals reminded before they become urgent.
Document collection, client chasing, reminders and case-status updates running without someone driving each step.
See the serviceYour CRM, inbox and document store connected, with a live view of which cases are waiting on what.
See the serviceEnquiry capture and qualification for new client calls, with escalation to an adviser for anything requiring advice.
See the serviceWe 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.
We publish client-confirmed results only, so there is no invented broker or IFA number here. A named case in this sector will sit here as soon as one lands. In the meantime the Systems Audit shows you exactly what we would build, against your own workflow.
“Before we worked together, I had zero experience with tech... After our consultations, you built absolutely everything from scratch, exactly the way I wanted.”
Adrian Radej
Founder, ARCoach
“AI training was practical and specific to our workflows. Every person left using the tools with more confidence and fewer risks.”
Karina G.
Director, Extraordinary Mindset
“Saving time on roster management and eliminating 4 to 5 admin hours every week has made a real difference to how we operate. The systems just work.”
Axel N.
Operations Manager, Stuntworxelite
“We had zero online presence and no way of capturing leads. Now people find me, message me out of nowhere, and I can focus on the people who need me instead of the tech.”
Dorota M.
Owner, Butterfly Care & Support
Free 30 minutes. Written roadmap within 24 hours.
