caseiv-ai-administratorYour AI
case administrator.
Work with CaseIV the way you would work with a mortgage administrator. Forward the email. Upload the document. Give the instruction. CaseIV understands what needs doing — against the right case, with the right controls.
I’ve read the lender update.
5 requirements identified. 3 are already evidenced in the case. I’ve prepared the 2 client requests and a follow-up for Friday.
From inbox noise
to case momentum.
Forward the email. CaseIV reads the intent, checks the evidence and prepares the next action — with the broker always in control.
Further information required
Please provide the latest payslip, confirm the gifted deposit and explain the £1,200 credit.
AI
RECONCILE · ACT
3 useful actions prepared.
A digital administrator that understands the whole mortgage journey.
CaseIV already holds the context. The AI Case Administrator turns that context into a calmer, faster and more consistent way of processing every case.
Read the real-world work
Forward a lender email, upload a PDF or type a natural-language instruction. CaseIV identifies the case, the correspondence and what the broker is asking for.
Know what is already there
Requirements are compared with the evidence already held. No needless client chasing. No searching through folders to find the document you already have.
Prepare the next best action
CaseIV creates structured requirements, drafts client requests, updates the processing timeline and schedules the follow-up — ready for the right level of approval.
Message arrives
A lender update lands in the case inbox or the broker forwards it to a unique case address.
CaseIV makes sense of it
The message is classified, requirements are extracted and attached documents are stored safely.
Evidence is reconciled
Existing documents are checked, likely matches are surfaced and discrepancies are flagged for review.
The case moves forward
Client requests, tasks, reminders and lender submissions are prepared with a clear audit trail.
“Action Halifax’s email and ask the clients for anything we don’t already have.”
CaseIV turns that sentence into a controlled plan — not an open-ended AI guess. Every action is permissioned, reviewable and recorded.
The confidence is in the controls.
Assist mode
CaseIV prepares everything. The adviser approves every meaningful action. The perfect place to start.
Supervised automation
Routine, low-risk administration runs automatically. Higher-impact actions wait for a clear approval.
Firm-configurable rules
Each firm decides what can happen automatically and what always needs a human decision.
Audit by default
Correspondence, documents, decisions, messages and changes are captured as part of the case story.
The must-have mortgage system is being built one intelligent layer at a time.
AI Case Administrator is the next major chapter. It creates the foundation for a system that does more of the administrative heavy lifting while giving advisers more visibility, control and time for clients.
Processing workspace
Make every submitted case easy to understand at a glance.
- Lender requirements
- Case timeline
- Document matching
- Processing inbox
AI Case Administrator
Turn lender correspondence and broker instructions into structured, auditable actions.
- Case-specific inboxes
- Natural-language commands
- Evidence reconciliation
- Controlled autonomy
Proactive progression
Help the case move before someone has to remember to chase it.
- Client email and WhatsApp
- Smart chasers
- Milestone updates
- Offer to completion
Give every broker a brilliant administrator.
CaseIV AI Case Administrator is not a bolt-on feature. It is the beginning of a more intelligent mortgage system — one that understands the case, supports the adviser and keeps progress visible from Fact Find to completion.
Back to the beginning ↗See how the wider CaseIV system keeps every mortgage case connected.