CaseIV — One intelligent mortgage platform Skip to content
Broker Built Digital

Broker Built Digital presents

Introducing
CaseIV.

Four stages. One intelligent mortgage platform.

A connected operating system for the mortgage journey — from the first conversation to every future review.

Explore CaseIV ↓Meet the four stages ↘
powered byCaseAIIV
01GatherCollect the case
02AdviceShape the solution
03ManageProgress with clarity
04ReviewGrow the relationship
Scroll to explore
The connected case

One mortgage journey.
Four connected stages.

The information you collect should become more useful with every step — not disappear into another system.

CaseIV gives mortgage businesses one shared thread across onboarding, advice, case progression and the relationship that follows. Enter information once. Keep using it throughout the life of the client.

01 CaseGather→02 CaseAdvice→03 CaseManage→04 CaseReview
The signature journey

Watch one case
move forward.

Shared information travels with the client, while CaseAI keeps the next best action in view.

•••CASE 0248
CASE 0248 In progress

Onboarding is complete

CaseAI has structured the client information and highlighted the next step.

CLIENTAmelia & JamesPROPERTYManchester – £420k
✦

CaseAI insight
3 documents received – 2 actions identified

•••CASE 0248
CASE 0248 Advice ready

Recommendation is taking shape

The client needs, research and recommendation are connected in one advice trail.

CLIENTAmelia & JamesPROPERTYManchester – £420k
✦

CaseAI insight
Suitability ready – recommendation supported

•••CASE 0248
CASE 0248 In progress

The case is moving forward

Requirements, milestones and client actions stay visible from application to offer.

CLIENTAmelia & JamesPROPERTYManchester – £420k
✦

CaseAI insight
2 lender actions due – offer milestone ahead

•••CASE 0248
CASE 0248 Review due

The relationship continues

CaseReview turns the completed case into the next useful conversation with the client.

CLIENTAmelia & JamesPROPERTYManchester – £420k
✦

CaseAI insight
Review due in 90 days – opportunity surfaced

The CaseIV platform

Every stage has
its own intelligence.

Focused tools for the work your team does every day. One platform for the information that connects it.

01 / 04
↗

CaseGather

Turn the first conversation into a complete, structured case.

Explore CaseGather ↗ 02 / 04
✦

CaseAdvice

Bring research, recommendations and suitability together.

Explore CaseAdvice ↗ 03 / 04
→

CaseManage

Keep every requirement, action and milestone moving.

Explore CaseManage ↗ 04 / 04
↻

CaseReview

Make future conversations part of the original case.

Explore CaseReview ↗
CaseAI
01UnderstandRead the detail
02ConnectCarry the context
03SurfaceShow what matters
04LearnImprove every case
The intelligence layer

Not a feature.
The layer underneath.

CaseAI works across every stage of CaseIV — turning documents into structured information, context into clarity and activity into the next best action.

01Information becomes structuredLess re-keying. More useful detail.02Actions become visibleKnow what needs attention next.03Opportunities stay in viewKeep the client relationship moving.
Built from the inside out

Built around the mortgage journey —
not around the database.

Broker Built Digital exists because the best software should understand the pressure behind the process. CaseIV is shaped by the real rhythm of mortgage businesses: the handovers, the deadlines, the details and the relationships that make the work matter.

Why Broker Built Digital ↗
From disconnected work
01Repeated data entry×
02Scattered information×
03Reactive follow-up×
To one connected caseGather. Advice. Manage. Review.✓ Powered by CaseAI
The next stage starts here

See what happens when
the whole journey connects.

Discover how CaseIV could bring your client journey, advice process, case management and future reviews into one intelligent platform.

Request early access ↗