01
Say who you work with
Self-employed, contractors, buy-to-let landlords, first-time buyers, adverse credit — whether that is a case you take, straight from your own pages, at any hour.
AI chatbot for mortgage brokers that knows where advice starts.
Borrowers open with three questions your site already answers: do you work with someone like me, what do you charge, and what happens after the first call. Adoomi answers those from your own pages, 24/7, in the borrower's language. The fourth question — what rate, what deposit, how much could I borrow — is regulated advice, so it says plainly that it won't answer, keeps what the borrower has already typed, and offers a call with a broker. It never names a lender, a product or a figure.
Only what your pages sayRate questions → a brokerNothing live until you approve
Fig. 01.A · Mortgage brokers24/7
Enquiries captured overnight
Never
A rate or lender named in chat
Grounded
Only pages you approved
Fig. 02.A · pain quotesThe everyday problem
Every enquiry arrives with an advice question stapled to it
A mortgage enquiry rarely stops at 'do you cover buy-to-let'. It carries the rest with it: the missed payment a few years back, the deposit coming from a parent, the number a comparison site put on the screen last night. Nobody junior can safely answer the second half, so the whole message waits for a broker who is with clients all afternoon — and by then the borrower has filled in another firm's form.
Web07:42
“A fixed rate ending in weeks, set out in full, unread until a broker is off a call.”
WhatsApp21:15
“Half of it is the fee question we've published; half of it only a broker may touch.”
EmailSun
“'Can you just tell me what I'd qualify for?' — and nobody here is allowed to.”
What you get
What it takes off the brokers, and what it hands them.
02
Get the case down before the call
Purchase or remortgage, where they are in it, how the income is earned, what they've been told already — the fields you set, captured before a broker dials.
03
Refuse the lending questions out loud
Rate, deposit, loan-to-value and 'would a lender have me' get a plain no in the chat and a call with the broker you name. Never a figure, never a lender.
Question coverage
What borrowers type before they ever ring.
Who you work with, what your fee covers, the documents you ask for and how the process runs to submission: all of it answerable from pages you already publish. Anything about rates, deposits or what a lender would do is captured for a broker instead.
Who you work withWhole-of-market or panelWhat the fee coversDocuments to have readyHow the process runsAreas you coverA call with a broker
a
Adoomi
ChatVoice
How does your process work — how long from the first call to a decision in principle?
Our process page walks through the stages, from the fact-find to submitting to a lender, and what you're asked for at each one. How long a lender takes isn't ours to promise, so I won't put a timescale on your case.
Fine. So what's the maximum LTV you could get me at 5% down?
That one's a broker's, not mine — deposit, loan-to-value and what you can borrow are lending decisions and I don't make them. I'll pass on what you've told me so far. Whose name goes on it, and is a call or a message better?
Whole-of-market or panelWhat the fee coversAreas you cover
Type a question…● Voice
Buyer intent
A brief the broker can open the call with.
What makes a call-back useful is known before anyone dials: purchase, remortgage or buy-to-let; offer accepted or still looking; PAYE, self-employed or day-rate contract; a fixed rate ending, or a lender who has already said no. Adoomi asks for the fields you set — and nothing you didn't ask for — so the broker rings back knowing the shape of the case instead of spending the start of the call finding it out.
Vague enquiries, no context.
Your team chases the basics before they can reply.
a
Adoomi
Case typeRemortgage
IncomeSelf-employed, two years' accounts
TimingFixed rate ends in the autumn
Contactcaptured@…
3 of 4 captured · 1 in progress
With AdoomiNew enquiry · readyEnq 3357
Case typeRemortgage
IncomeSelf-employed, two years' accounts
TimingFixed rate ends in the autumn
Contactcaptured@…
One clean handoff.
Your team opens the enquiry and replies — no chasing.
STEP · 01
Which kind of case
Purchase, remortgage or buy-to-let
STEP · 02
Where they are in it
Just looking, offer accepted, or a fixed rate ending
STEP · 03
How the income is earned
PAYE, self-employed, day rate — in their words
STEP · 04
To the broker who takes it
Advice questions to a named person, not a shared inbox
Fig. 06.A · after-hoursOut-of-hours
Borrowers compare brokers in the evening, on their phones
House-hunting happens after work and at weekends, and the enquiry sent then is usually going to two other brokerages as well. Adoomi answers what your pages publish at that hour and in the borrower's own language — who you work with, what your fee covers, what documents you ask for — and holds the rest. A rate question is declined at midnight just as it would be at midday, and the brief is captured either way. What is waiting next morning is cases, each already pointed at a broker.
20:40
“'Do you take self-employed applicants?'”
Answered from your who-we-help page
21:15
“'What does the broker fee cover, and when is it payable?'”
Published fee wording, no case-by-case quote
22:30
“'What rate could I get with a small deposit?'”
Declined — brief captured for a broker
08:00
“Morning queue”
Cases sorted by which broker takes them
Time back
The repeat questions stop landing on the brokers
Whether you take contractors paid on day rates, whether adverse credit is a conversation or a no, what the broker fee covers and when it becomes payable, which documents you want before submitting: all asked constantly, all already published. Adoomi answers them from your pages so the brokers spend the day on cases, and the enquiries that genuinely need advice reach them already written down.
Before Adoomi
- 'Do you take self-employed applicants?' gets asked again and again, and only a broker is trusted to answer it.
- Rate and borrowing questions land in the same inbox as fee questions, so all of it waits for the same person.
- An enquiry sent on a Sunday evening gets its reply once the brokers are back at their desks, by which time somebody else has called.
- Whole-of-market or panel, and what the fee covers, are already on the site and are still the first things every enquiry asks.
With Adoomi
- Who you work with, what the fee covers and how the process runs are answered from your own pages, at any hour, in the borrower's language.
- Rate, deposit and affordability questions are declined in the chat and captured as a brief for a broker instead.
- The brief carries the borrower's own words, so the call-back starts with the case rather than with the basics.
- The morning queue is cases a broker can act on, each pointed at whoever should take it.
Fig. 08.A · controlsTrust & safety
It answers your process. It does not answer the lending.
The assistant answers from your published pages: who you work with, what the fee covers, how the process runs, what to have ready. What someone can borrow, whether a deposit is enough, what rate they'd get, how a lender would decide: none of that is answered here. Each goes to the broker you name, by email alert or WhatsApp, in the borrower's words. Adoomi makes no brokerage compliant with anything. Borrower details are EU-hosted, exportable and deletable under GDPR; nothing typed is logged.
01
Only what your pages publish
Who you work with, what the fee covers and how the process runs come from your own site. General knowledge about lenders and products is not available to it.
02
Lending questions stop here
'What could I borrow', 'is my deposit enough', 'what rate would I get' are declined in the chat every time, and captured for a broker instead.
03
No lender, no product, no prediction
It will not name a lender, call a product suitable or guess how an underwriter would decide. Nothing here shifts a regulated judgement off a broker's desk.
04
Read before a borrower reads it
You approve every answer before go-live and can edit or block any of them afterwards. It does not pick up new answers on its own.
How it works
How an AI chatbot for mortgage brokers works.
01
Connect content
Connect your site. Your who-we-help page, your fee page and your process notes become the whole of what the assistant may say, which is what keeps rate talk out of the chat window.
02
Add the snippet
Name the broker that advice questions reach and the address alerts go to. Then add one line to your website and the chat window appears on it.
03
Test & go live
Read the first briefs, add the questions your brokers always end up asking anyway, block anything you'd rather it didn't say. The whole of that — connecting, reading, publishing — takes ~10 min.
FAQ
FAQs about AI chatbots for mortgage brokers.
Affordability, rates, deposits and loan-to-value sit outside what the assistant may answer. It says so in the chat, keeps what the borrower has described, and offers a call with the broker you name — no figure, no lender named, and no guess at what an underwriter would decide.
Applicant types come from your own who-we-help page, so a contractor reading it late at night gets your published position rather than a maybe. The particulars of that person's case are captured as a brief for a broker, never assessed in the chat window.
Fee wording comes off your fee page — fixed, percentage, payable on offer, whatever you publish — and the assistant repeats it and stops. It never estimates a fee for an individual case; a borrower who wants a number for theirs is captured for whoever prices work.
Routing is set before go-live. An email alert reaches whoever you name, and a borrower who would rather keep typing carries on with your team on WhatsApp, with the original question and the captured details travelling across. The assistant escalates; a person still replies.
Conversation data is EU-hosted with GDPR export and deletion built in, so a borrower's data request is actionable, and nothing typed is written to logs. Documents — payslips, accounts, bank statements — cannot be pushed into the window; they reach your brokers only after a WhatsApp handoff.
Four plans cover it: Free at £0 a month carries 50 message credits, then £8 buys 200, £20 buys 500 and £75 buys 4,000. The work is ~10 min: point it at your site, read the answers it drafts, add one line to your website. Nothing goes live until a broker has approved it.
Why this matters
Judge it on what it refuses to say.
Any chat tool can answer 'do you cover buy-to-let'. What matters to a brokerage is the message where a borrower sets out their income, their credit history and the figure a comparison site gave them. Here that becomes a captured brief and a named broker's phone call — never a view the assistant formed on its own, and never a number invented to sound helpful. And the sentences it is allowed to say were read by a broker here before any borrower read them.
Enquiries captured out of hours
Evening and weekend questions become briefs waiting in your dashboard while the brokerage is shut.
A lending question answered in chat
Rate, deposit and affordability questions are declined and routed to a broker, at any hour, without exception.
Answers from your pages only
Who you work with, the broker fee and the process come off pages you approved; nothing else is drawn on.
Start free
Ask it the question you'd hate it to answer.
Point Adoomi at your who-we-help page, your fee page and your process notes, then ask it what you could borrow self-employed with a small deposit. It should refuse in plain words, say a broker takes that one, and offer the call while keeping what you typed. Anything else, and you change it before a borrower ever sees it. The Free plan is £0 with 50 message credits — enough to test it on a month of real enquiries.
No card neededRate questions go to a broker~10 min to set up
Fig. 12.A · Mortgage brokersExplore
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