Broker Built Digital
Technology built for mortgage firms.
Broker Built Digital builds the software, websites and automation that modern mortgage businesses run on. Our flagship platform, CaseGather, turns client documents into a completed fact-find — so advisers spend less time chasing information and more time advising.
Built by advisers. Built for advisers.
UK based
Built around real adviser workflows
AI-first by design
Compliance in mind from the start
Our flagship platform
CaseGather
Read the documents. Skip the questions.
CaseGather is an AI-powered client fact-find and adviser workspace for UK mortgage firms. Clients upload their ID, income, bank statements and credit report. CaseGather reads them, pre-fills what it can, and only asks about what is genuinely missing. The adviser gets a structured, reviewable case record — and a draft suitability report at the end of it.
The client app
A guided, mobile-first fact-find that feels like a conversation rather than a long, static form.
The adviser dashboard
One shared workspace showing every case, what is outstanding and what is ready to review.
The report generator
Validated Word and PDF suitability drafts built from the case record, not retyped from it.
How it works
01
The client uploads their documents
ID, proof of address, payslips, bank statements and credit report — photos, scans or PDFs all work.
02
CaseGather fills the fact-find
Key details are read from the documents and pre-populated, so the client only answers what is genuinely still missing.
03
The adviser reviews and reports
A complete, structured case record lands in the adviser dashboard, ready for advice and a draft suitability report.
What else we build
Everything else your firm runs on
CaseGather sits at the centre of what we do, but a modern mortgage business needs more than one good platform. We build the rest of it too.
Broker Website Builds
Fast, mobile-first websites designed for one job: turning visitors into booked appointments. Built specifically for mortgage firms, with the calculators, review widgets and enquiry journeys brokers actually need.
AI Automation
We connect your systems and hand the repetitive admin to software. Document chasing, data entry, case updates and client follow-ups, running quietly in the background.
SEO & Digital Marketing
Getting found by the clients already searching for a mortgage adviser. Local SEO, technical fixes, content and paid campaigns built around how people really look for a broker.
Why Broker Built Digital
Most agencies have to be taught how mortgage advice works. We do not. Broker Built Digital was founded from inside the industry, which means we already understand fact-finds, sourcing, suitability, compliance sign-off and the handover points where cases stall. That is why our software fits the way advisers actually work — because it was designed by people who have done the job.
- Built exclusively for UK mortgage and protection firms
- Industry knowledge combined with modern technology
- An AI-first approach to business automation
- Designed to reduce administration and support compliance
- Based in the UK, working with UK firms
- Shaped around real adviser workflows, not generic templates
Our vision
Mortgage advice should not be slowed down by paperwork.
We are building the digital infrastructure that lets advisers spend less time on administration and more time helping clients — through intelligent software, automation and AI made specifically for this industry.
Ready to build something better?
Whether you need CaseGather, a new website or a complete digital overhaul, we would love to show you what is possible.