Where the hours go
- Chasing clients for payslips, bank statements, ID and proof of deposit
- Enquiries from your website and portals arriving evenings and weekends
- Typing up fact-find and meeting notes
- Updating clients, introducers and solicitors on case progress
- Remembering product expiry dates and remortgage reviews
- Finding new introducers and business partners
What AI can take off your desk
- Document requests that chase themselves, politely, until everything is in
- Enquiries acknowledged in minutes, with the key details collected before you call
- Draft summaries from your own meeting notes, for you to check
- Case progress updates sent at the right stage
- Reminders ahead of product expiry, so no client drifts to another broker
- A new-business outreach agent that contacts introducers and reports every reply to your phone
- A CRM built around how your firm works, instead of spreadsheets and inboxes
What stays human
All advice and recommendations. Nothing I build gives financial advice or makes a decision about a client, and your compliance process still signs off anything that needs it.
Built for a regulated brokerage
I've built CRM and new-business outreach work for an FCA-regulated UK mortgage brokerage: an engine that sends from the firm's own mailbox and reports replies to the owner's phone. My own business now runs on the same kind of agents (see the proof). The client is kept anonymous; I can talk you through the work on a call.
Standards I build to
- Client personal data never goes into free AI tools
- Access controls and sign-in security from day one
- Data held in accounts your firm owns
- Outreach only to contacts UK marketing rules (PECR) allow, with an opt-out in every email
- Security checked before any real client data goes in
Three steps, fixed prices
- 1. Free 20-minute chatIn person or on the phone. You tell me how the business runs; I tell you honestly whether AI can help.
- 2. AI Audit: £295Half a day at your office mapping where the hours go. You get a written plan and a fixed quote. The £295 comes off any build.
- 3. Build, hand over, supportBuilt for the fixed price, tested on your real work, your team trained. You own everything.
Full details and starting prices are on the services page.
Based in Devon. I'll sit in your office.
I'm Louis Davies, based in Exeter. I work across Devon, Cornwall, Somerset, Dorset and Bristol. I come to you, learn how your team actually works and train them face to face. You deal with me from the first chat to the finished system: one senior builder, no hand-offs, no lock-in.
Before we start
Will this cause problems with the FCA?
Nothing I build gives advice or makes decisions about clients. The tools handle admin, and your existing compliance process stays in charge. We agree what the tools may and may not do in writing before anything goes live.
Will it work with the systems I already use?
Where your current systems allow it, yes. The AI Audit is where we check what you use and what connects.
What does it cost?
The first chat is free. The AI Audit is £295, credited in full against any build. After the audit you get a fixed quote. Starting prices are on the services page.
Do I own what you build?
Yes. The accounts, the data and the build are set up in your business's name. If we stop working together, it all stays with you.
In person or on the phone, no obligation. Pick whichever is easiest:
Book in 30 secondsWhatsApp LouisEmail LouisCall 07740 487647