First call
The conversation, captured
The meeting is recorded and the file note written in your format, whichever adviser held it.
AI note taker for advisers
For mortgage & protection
AI for mortgage brokers and protection advisers.
Templi drafts the fact find, file note and suitability letter for every mortgage and protection case, from the conversation and in your own templates.
Affiliate member As featured in Built for mortgage and protection advisers.
After every first call the same pile lands on the desk: the fact find, the file note and the suitability letter. Most AI tools for mortgage brokers chase sourcing and leads — Templi takes the paperwork that comes after the conversation.
Your templates, not ours
Fact finds, file notes and suitability letters in your own Word templates and wording.
The case done while it's fresh
The note, the fact find and the letter drafted from the conversation, the same day.
Checked before it leaves
Every draft is reviewed and approved by you before it reaches the client record.
One mortgage case, start to finish.
From the first call to the letter, in your templates.
Fact find
The fact find, pre-filled
Income, commitments and circumstances filled from the call, with the gaps listed for the next conversation.
Fact find software
Recommendation
The mortgage suitability letter, drafted
The recommendation written inside your own template from the fact find, with the reasons in the client’s words.
Suitability report software
Protection
Protection picked up in the same case
The protection fact find and recommendation letter use your own templates in the same way, drawn from the same mortgage conversation.
Your tools
Not a sourcing system
Keep your sourcing and lender tools. Templi handles the paperwork around the case and works alongside your back office.
Integrations
Close
The record updated on your approval
The note and the fact find changes go to your back office once you approve them — nothing writes itself.
“The system is intuitive and simple to use, whilst producing top quality outputs. Templi is a win for any advice firm.”
See a mortgage case go from first call to letter.
Works with the systems your firm already runs on
All integrations
Your sourcing system and back office stay your systems of record.
Built for regulated advice.
Client data is never used to train foundation models. Access is limited by role, and every policy and control is documented in our trust centre for your due diligence.
- ISO 27001 In progress
- ISO 42001 In progress
- No training on your data Always
- Role-based access Standard
- Human approval before write-back Standard
FAQ
Questions from brokers.
What can AI do for a mortgage broker?
The admin around each case: the fact find, the file note and the suitability letter. Templi drafts them from the conversation and your templates, and you check and send.
What AI tools do mortgage brokers use?
Most use AI for sourcing, lead handling and the paperwork after the meeting. Templi covers the paperwork, in your own templates, and works alongside your sourcing system.
Will AI replace mortgage brokers?
No. Templi drafts the documents, and the broker gives the advice and signs off every letter.
Does it do protection cases too?
Yes. Most brokers cross-sell protection alongside the mortgage, and Templi handles both in the same case — your protection fact find and recommendation letter templates work the same way.
Does it replace my sourcing system or back office?
No. Keep your sourcing and lender tools. Templi works alongside your back office and writes approved changes back on the systems it integrates with.
Is client data safe?
Yes: client data is never used to train foundation models, and access is limited by role. Every policy and control is in our trust centre for your due diligence.
How long does setup take?
Days, not months. You import your existing templates once and Templi works inside them.