CaseIV / 01 — Gather
Gather the case.
Lose the admin.
AI mortgage broker software built to automate the work around the first conversation.
CaseGather connects client onboarding, document intelligence, fact-finds and adviser workflow in one clear starting point for every mortgage case.
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Information in. Actions out.
Your active cases
The client does less form filling.
The broker does less re-keying.
Collect information once, keep it connected to the case and let CaseAI help turn documents, requests and client responses into useful next actions.
Mortgage back office automation
CaseGather doesn’t just
store the case.
It helps do the work. From the first invite to the adviser workspace, CaseGather is designed around how a mortgage case actually moves.
Document intelligence
Read uploaded client documents and extract useful case information without manual re-keying.
Adaptive fact-find
Combine client-entered information with AI-extracted data to help pre-populate the fact-find.
Client onboarding
Give clients a guided digital journey for questions, documents and outstanding actions.
Lender request workflow
Identify what is needed next, create client actions and keep the case moving visibly.
Suitability support
Use case information and KFI data to help prepare a suitability report for adviser review.
Commission tracking
Track expected commission, payments received and reconciliation in the same broker workspace.
The adviser journey
From client answers
to adviser-ready data.
CaseGather connects onboarding, document gathering, AI extraction and the adviser workspace so information collected at one stage helps complete the next.
Start the case once.
Invite the client into a guided digital journey that begins with the mortgage they are looking for, rather than a generic wall of questions.
CaseAI insight
Client experience ready to begin.
Good morning,
Amelia.
Let’s get your mortgage journey started.
A better client experience
A client journey that keeps gathering moving.
Give clients a clear, calm place to complete information, upload documents and see what needs attention next — without another inbox thread to manage.
Built by brokers, for brokers
Software that understands
the pressure behind the process.
CaseGather is shaped by the handovers, deadlines, documents and follow-up that make mortgage businesses work. It gives the broker a clearer view of the case — and gives the case somewhere to go next.
Why Broker Built Digital ↗Frequently asked
Questions about
CaseGather.
CaseGather is being developed with selected mortgage and protection firms. Request early access to see the product direction in more detail.
What is CaseGather?
CaseGather is AI mortgage broker software for automated client onboarding, document processing, mortgage fact-finds and adviser workflow.
Can CaseGather help automate a mortgage fact-find?
Yes. Information entered by the client and extracted from uploaded documents can help pre-populate the mortgage fact-find for adviser review.
Does CaseGather include a client portal?
Yes. Clients can complete information, upload documents, see outstanding actions and respond to requests through the client experience.
The first stage of CaseIV