A repeatable routine. People in control.

Mortgage Workflow Automation

Turn recurring follow-ups into configured workflows. Achos helps mortgage brokers organise reminders, client communication and task sequences while keeping review and exceptions with the team.

Request a demo Explore the workflow

Broker teams looking to reduce repeated administration without losing control of client communication.

A connected working day
  1. Choose a clear starting point
  2. Draft an understandable reminder
  3. Set timing and ownership

An illustration of the workflow. Explore the product below.

Built around the broker’s working day

Start with the everyday work

Automate the repeatable part of the work.

Document chasing often begins as a sensible reminder and becomes a daily memory test. Someone must know what was requested, whether it arrived and whether another message is appropriate. Mortgage broker automation works best when that routine has a clear trigger, a useful message and a person responsible for exceptions.

Achos includes a workflow builder for repeatable communications and task processes. Begin with one understood routine, test it with fictional records and inspect the result before widening its use. A workflow should support the relationship rather than send messages simply because a timer has expired.

A workflow to try

Build a mortgage document-chasing routine.

Use this mortgage broker workflow template as a discussion pattern; the exact trigger and actions need configuration.

  1. Choose a clear starting point

    Define the request and case circumstances that should begin the routine. Confirm the supported trigger and the intended client or case record.

  2. Draft an understandable reminder

    Explain the specific document needed, why you are asking and how the client can get help. Review any dynamic fields before use.

  3. Set timing and ownership

    Agree when a reminder is useful and who checks the outstanding work. Include a human follow-up for a client who needs assistance.

  4. Test the exception

    Try a changed circumstance, missing recipient detail or completed request. Check how the configured flow behaves and pause or adjust it when needed.

Inside Achos

See how a workflow is put together.

The workflow builder connects configured steps. Review its actual triggers and settings before publishing or running a workflow.

Achos communication workflow builder showing a start step connected to a reminder, a step library and configuration panel. Achos communication workflow builder showing a start step connected to a reminder, a step library and configuration panel.
Actual Achos interface captured on with fictional demonstration records. Features and appearance depend on the release and your organisation’s setup.

Connected capabilities

The tools behind the routine.

A visual workflow builder

Configure supported triggers and steps in a visual builder so the team can understand the intended process before relying on it.

Repeatable communication

Reuse reviewed email templates and configured sending profiles for recurring updates, with provider setup and permissions in place.

Tasks with a human owner

Keep review and follow-up work assigned to a person. Use visible task ownership to handle circumstances a template cannot resolve.

A day in your brokerage

One case.
A clear next step.

From the first enquiry to completion: see how the adviser, case manager and client stay connected. Explore each step at your own pace.

Morgan’s home purchaseIllustrative walkthrough · fictional data
Step 1 of 6

Start with the person, not the paperwork.

Capture the enquiry, link the client and property, and give the case an owner. Everyone starts with the same record.

Your next action: Call Morgan to discuss the purchase.

MO
Morgan TaylorResidential purchase
Case stageNew enquiry
Next actionCall Morgan to discuss the purchaseAlex · Adviser
Fact findReady to request

An example of the journey, not a lender connection or automated lending decision. Your team controls case stages, reviews and communications.

Explore case management
Read the complete walkthrough
  1. Enquiry: Start with the person, not the paperwork. Capture the enquiry, link the client and property, and give the case an owner. Everyone starts with the same record.
  2. Documents: Make the next request obvious. Ask for the fact find and supporting documents through the client portal. The client can see what to complete and upload.
  3. Review: An upload is the start of a review. Check the documents before moving on. If a page is missing or something needs clarification, keep the follow-up visible.
  4. Next action: Give every handover an owner. Assign the next task and a due date. See what needs attention without piecing together separate email threads.
  5. Client update: Keep the client in the loop. Send a clear update and keep the conversation alongside your work. Set up repeatable reminders when your team is ready.
  6. Completion: Finish with a clear record. Update the case stage, close the remaining tasks and keep the documents and conversation together for future reference.

Make the demo useful

Judge the result, not the number of automated steps.

Choose a small, measurable routine first. Compare the administration before and after a pilot using the same type of work.

Bring your workflow to a demo
  • Confirm the supported trigger, timing and actions in the demo.
  • Review the rendered message using fictional client information.
  • Test when a reminder should stop or be handled by a person.
  • Measure time spent reviewing and handling exceptions as well as time saved.

Useful answers

Questions before you choose.

Can mortgage brokers automate document chasing?

Repeatable reminders can be configured where the relevant triggers and communication steps are supported. Start with a specific request, check the stop conditions and give a person responsibility for exceptions.

Will Achos automatically send every client update?

Only the communications your team configures and enables should be relied on. Review the trigger, content, recipient and timing, and confirm the supported workflow in your organisation.

How much administration will automation save?

That depends on case volume, the routine and the time still needed for review. Use your own baseline and a small pilot; the calculator can explore assumptions but is not a promise of savings.

Your cases. Your team. Your way of working.

See how Achos fits your brokerage.

Bring one everyday workflow and the tools you use today. We’ll explore the product, discuss setup and pricing, and identify what needs a closer look.

Request a demo