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Broker Built Digital

CaseIV / 02 — Advice

Make the
recommendation
make sense.

Mortgage advice software that connects client priorities, product research and suitability reasoning.

CaseAdvice gives the adviser one clear workspace for the conversation behind the recommendation — with CaseAI helping structure what matters next.

Request early access ↗Explore the adviser journey ↓
✦Powered by CaseAIFrom priorities to rationale.
CASEADVICE / LIVE CASE AI active
ADVISER JOURNEY3 of 7sections complete
Needs and prioritiesPayment security, cost, flexibility✓
PreferencesRate type, product period, repayment method○
Research and illustrationImport the mortgage illustration and sourcing results○
✦ CaseAI insightClient priorities are ready to shape the recommendation.

The advice layer

From a good conversation
to a defensible recommendation.

CaseAdvice keeps the reasoning visible. Client objectives, priorities, product evidence and adviser judgement stay connected all the way through to the suitability report.

The adviser journey

Advice that carries
its own evidence.

Click through a CaseAdvice case to see how one conversation becomes structured advice, with CaseAI making the next decision clearer.

NEEDS AND PRIORITIES

Question 1 of 3

33%
Record the adviser discussion only. Client facts remain linked from the completed client fact-find.

Which outcome is most important to the client?

CaseAI recommendation intelligence

Bring the illustration in.
Keep the reasoning connected.

Import an ESIS, KFI or mortgage illustration and CaseAdvice extracts the recommendation details for adviser confirmation.

RESEARCH AND ILLUSTRATION

Mortgage recommendation intelligence

Upload the mortgage illustration. CaseAI will extract clearly evidenced details and pre-populate the recommendation questions.

Mortgage illustration / ESIS / KFINo file selected

Imported recommendation details

Suitability reporting

When the advice is ready,
the report is already taking shape.

CaseAdvice turns the connected case into a structured suitability report for adviser review — keeping recommendation, rationale, risk and compliance in one output.

CASEADVICE

Suitability report and outputs

CG-20260810-4RTUQ

Report template selected

Residential home mover

A purchase recommendation for an existing homeowner moving property, including sale, purchase and new borrowing considerations.

purposeobjectivesrecommended mortgagesuitability rationalealternativesrisks

Recommendation details

LenderNationwide Building SocietyProduct2 Year Base Rate TrackerLoan amount£228,000.00 plus feeTerm32 years 0 monthsRepayment methodRepaymentInitial period24 full months
MORTGAGE ADVICE

Mortgage Suitability Report

New client

Personalised adviser recommendation

Purpose of this report

This report records the recommendation made following the adviser journey, the information provided by the clients, the research completed and the reasons the recommendation is considered suitable.

Client objectives, needs and preferences

Client objective not completed.
The client’s primary objective is lowest overall cost. The client also prioritises fixed payment certainty.

Recommended mortgage

Nationwide Building Society – 2 Year Base Rate Tracker
Loan amount: £228,000.00 plus a fee of £999.00 added to the loan
Repayment method: Repayment
Initial interest rate: 4.29%
APRC: 6.3%

Ready for review.
All report sections required for generation are complete.

The second stage of CaseIV

Make every recommendation
easier to explain.

Request early access ↗