End-to-end case flow
From enquiry to offer: pipeline, tasks, and advisors stay aligned in one place.
Monicio — AI mortgage CRM for advice firms
AI mortgage CRM
One workspace that understands the mortgage case.
Monicio is the AI CRM for mortgage firms. It reviews documents, pre-fills fact finds, chases what is missing, and keeps advisers and clients aligned in one shared case view.
Live product preview
What is MonicioWatch the story behind modern mortgage advice.
A short intro to how Monicio reviews documents, pre-fills fact finds, chases outstanding items, and keeps every case in one shared view.
Monicio intro
- AI document review
- Pre-filled fact finds
- Automatic chasing
- One shared case view
Product
Built for how mortgage firms actually work.
We’re finishing the platform advisors, paraplanners, compliance, and clients will share, without the spreadsheet chaos.
Smart documents
Upload once. Monicio reads P60s, IDs, bank statements, and fills the fact-find.
Compliance-ready
Audit trails, AML checks, suitability, and role-based access for every firm.
AI that stays useful
Extraction, classification, and reminders tuned for mortgage advice.
Platform
A deeper dive into what Monicio does
From first document to completed case: automation that keeps advice moving and teams aligned.
AI-Powered Document Review
Monicio reads and analyses client documents including bank statements, proof of income and identity documents. The platform extracts the relevant information automatically, without the adviser needing to manually work through each document line by line.
Pre-Filled Fact Finds
Once documents have been reviewed, Monicio uses the information already captured to populate relevant sections of the client fact find automatically. Advisers are not re-entering data that has already been provided. They are reviewing it.
Automatic Document Chasing
Outstanding documents are one of the biggest causes of delays in the mortgage process. Monicio follows up with clients automatically, sending reminders on behalf of the firm without the adviser needing to track what is missing and send individual messages. Cases keep moving, without the manual effort.
Centralised Case Management
Every client, document, case note and stage of progress sits in one place, giving advisers and clients a clear, connected view throughout the process. Secure messaging and configurable onboarding journeys keep every case complete and visible.
Collibry Integration
Monicio can integrate with Collibry, a meeting intelligence platform built specifically for mortgage advisers. Collibry captures client information in real time, assists with fact finds, and generates meeting summaries. That data flows directly into Monicio, with no manual transfer required.
DealStream Integration
DealStream is an AI-powered lead management tool that contacts prospects, captures key information, and books appointments automatically. When paired with Monicio, firms benefit from a direct connection that carries lead information through to an active mortgage case, with no manual input required.
Head to head
Built to move cases.Not just store records.
See how Monicio compares with a traditional CRM when the job is progressing mortgage advice, not filing contacts.
Monicio
Case intelligence
VS
CRM
Traditional CRM
Generic records
Round 01
AI document review
Bank statements, income proofs, and ID read automatically.
Monicio
Extracted & ready to review
Traditional
Manual line-by-line checking
Round 02
Pre-filled fact finds
Data already captured flows into the fact find.
Monicio
Auto-populated sections
Traditional
Re-key everything again
Round 03
Document chasing
Outstanding items keep moving without inbox babysitting.
Monicio
Automatic client reminders
Traditional
Adviser follow-ups by hand
Round 04
One shared case view
Notes, docs, messaging, and stage in a single place.
Monicio
Centralised case workspace
Traditional
Spread across tools & threads
Round 05
Meeting intelligence
Collibry insights land inside the live mortgage case.
Monicio
Connected into Monicio
Traditional
Disconnected meeting notes
Round 06
Lead to case
DealStream handoff without copy-paste between systems.
Monicio
Direct lead-to-case flow
Traditional
Manual re-keying
Round 07
Mortgage advice native
Workflows shaped for advice, not generic sales CRM.
Monicio
Built for regulated advice
Traditional
Adapted after the fact
Round 08
Compliance & roles
Audit trails and access that match how firms operate.
Monicio
Ready out of the box
Traditional
Depends on add-ons
We're live now
Three portals. One waitlist.
Monicio is live. Join the waitlist to get access first.
Advisor workspace
Cases, documents, AML, reports, and team workflows in one place for advice.
Join waitlistClient portal
Secure uploads, case progress, and messaging designed for applicants.
Join waitlistPlatform console
Organisation branding and administration for growing firms.
Join waitlistFAQ
Ask the hard questions.Get clear answers.
Everything firms want to know about documents, fact finds, chasing, and how Monicio fits the advice process.
Answer 01
What is Monicio?
Monicio is an AI-powered mortgage CRM for advice firms. It centralises cases, documents, messaging, and compliance workflows, and uses AI to review documents, pre-fill fact finds, and chase outstanding items automatically.
We're live now — join the waitlist.
Trust
Serious software for regulated advice.
Monicio is built so advisors move faster without cutting corners on compliance, client experience, or data control.
Mortgage advice native
Fact-finds, protection, suitability, and document types your team already knows.
Secure by design
Private RDS, role-based access, and encrypted document storage on AWS.
Ready for scale
From boutique brokers to multi-branch firms, branding and portals included.
We're live now
Join the waitlist
Monicio is live. Join the waitlist and we'll be in touch with your firm.