Client records
Client directory and named cases
Create each client once and keep every clearly named case connected to the same record.
Mortgage case preparation workspace
From client conversation to adviser-ready casework.
Create the client and case first, then bring meeting audio, notes, documents, missing information and follow-ups together in one structured CaseHarbour workspace.
3-day free trial
No card required
Built for UK mortgage case preparation
Adviser controlled from start to finish
CaseHarbour prepares drafts, identifies gaps and organises case information. It does not provide mortgage advice, recommend products or replace adviser review.
CaseHarbour
Case workspace
OverviewClient & CaseMeetingDocumentsFact-FindCommunicationsExport
Active case
First-time buyer
Sarah Ahmed · Residential purchase
Client and case created
Sarah Ahmed · First-time buyer
Meeting captured
Audio transcript and adviser notes added
Documents organised
4 received · 2 still outstanding
Draft fact-find prepared
Missing information clearly flagged
6
Documents
24/31
Fields
2
Follow-ups
Adviser review required before use
The case preparation problem
Too much adviser time is lost before the case is ready to progress.
Client notes need rewriting. Documents need checking. Draft fact-finds need completing. Missing information needs chasing. CaseHarbour brings those early case preparation steps into one structured workflow.
Too much time lost before submission
Client meetings create notes, recordings, actions and follow-ups that still need to be turned into a clean case file before the adviser can progress the case.
Case information is scattered
Important details often sit across transcripts, emails, documents and adviser notes, making it harder to prepare a consistent draft fact-find.
Gaps are found too late
Missing income evidence, deposit details, AML documents or property information can slow down the case after the client meeting has already happened.
Automated case preparation
You provide the case information.CaseHarbour builds the draft fact-find.
Add the client, meeting and documents. CaseHarbour structures the information, fills the draft and flags what still needs checking.
You add
3 inputsClient & case
Create the record
Meeting
Audio or notes
Documents
Upload evidence
CaseHarbour automation
Draft fact-find built automatically
Clearly stated facts are extracted, organised and placed into an editable draft while missing information is marked for review.
Extracts facts
From notes and files
Finds gaps
No guessing
Builds the draft
Automatically
No blank fact-find to build manually
You review
4 outputsCase summary
Structured for review
Draft fact-find
Already populated
Gap checklist
Missing details flagged
Export
Case file or handoff
Automated preparation. Adviser-controlled decisions.
CaseHarbour prepares the draft and highlights gaps. The adviser checks accuracy, confirms suitability and decides what happens next.
One connected case workspace
Case preparation platform
One workspace for the work that happens before submission.
CaseHarbour connects client records, meetings, documents, automatically prepared draft fact-finds, missing-information checks, communications and exports while keeping adviser review at the centre.
Client-firstAutomated preparationEditable outputsAdviser controlled
Case progress
Status tracking from enquiry to completion
See where each case sits across meetings, documents, adviser review, submission and completion.
Meeting workflow
Audio, transcripts and typed notes
Upload consultation audio, use a transcript or paste adviser notes into the active case.
Adviser summary
Structured case summaries
Turn meeting content into organised adviser notes while preserving the original source for review.
Document intake
Upload and organise evidence
Keep documents linked to the case and track whether each item is required, requested, received or reviewed.
Document analysis
AI-assisted document review
Extract clearly stated case details from uploaded files and present them for adviser checking.
Automated fact-find
Draft fact-find populated automatically
CaseHarbour uses meeting and document information to prepare an editable draft without a blank form.
Information gaps
Missing-information checklist
See what is complete, what needs confirmation and what still needs to be requested from the client.
Communications
Client email drafts
Prepare confirmations, document requests and missing-information follow-ups from the same case.
Comparison
Illustration comparison workspace
Record and compare illustration details for adviser review without producing a recommendation.
Exports
Case exports and CRM handoff
Export summaries, draft fact-finds, progress reports, follow-ups and CRM-ready handoff text.
Firm workspace
Shared company access
Use owner, admin and adviser roles with team invitations and a shared company case library.
Automated preparation. Adviser-controlled decisions.
CaseHarbour prepares administrative drafts, identifies gaps and organises case information. It does not provide mortgage advice, recommend products, assess suitability or make lending decisions.
Interactive product preview
See how CaseHarbour prepares the case automatically.
Switch between sample cases and explore the meeting, documents, automatically populated draft fact-find, missing-information checklist, follow-up and export workflow.
Automated draftEditable outputsMissing data flaggedAdviser review required
Active case
Residential Purchase
Eleanor & David Vance
Saved
Automated case preparation
Draft fact-find prepared automatically
CaseHarbour extracts clearly stated information from the meeting and documents, then builds an editable draft and flags what is still missing.
24
Fields populated
2
Gaps flagged
4
Outputs ready
Meeting source
Consultation capture
Eleanor & David Vance consultation
42 min consultation audio source recording
Source extract
“...so we've saved about £35,000 for the deposit, and Eleanor's father is gifting another £10,000. David is on a basic salary of £48,000 at the design firm, and gets a performance bonus which fluctuates around £5,000 per year...”
Prepared output
Adviser case summary
Deposit Structure
- £45,000 total deposit proposed (£35,000 personal savings + £10,000 gifted deposit from Eleanor's father).
- Adviser note: Gifted deposit letter template to be sent to family for signature and proof of funds.
Employment & Income Details
- David Vance (Primary): £48,000 basic PAYE. Standard annual bonus approx. £5,000 (not currently guaranteed, requires historic proof).
- Eleanor Vance (Secondary): £36,500 basic PAYE (Secondary School Primary Teacher, Band M3).
Target Purchase Profile
- Residential purchase, looking at modern apartments in Greater Manchester region.
- Target price £310,000. Proposed LTV: 85.4%.
Adviser review required: CaseHarbour prepares administrative drafts only. It does not provide mortgage advice, recommend products, assess suitability or make lending decisions.
Preview content is illustrative and mirrors the current CaseHarbour workspace structure.
Start 3-day trialAdviser-controlled infrastructure
Automation prepares the case.The adviser stays in control.
CaseHarbour sits inside the adviser workflow as a preparation layer: organising source information, building administrative drafts and highlighting gaps without replacing professional judgement.
01
Adviser review required
Every summary, document extraction, draft fact-find, checklist and follow-up remains subject to adviser checking and approval before use.
02
Administrative drafts only
CaseHarbour prepares casework. It does not provide mortgage advice, recommend products, assess suitability or make lending decisions.
03
Controlled firm workspace
Meeting notes, documents, saved cases and draft outputs stay organised inside the firm workspace with company-level access controls.
04
Built for UK mortgage casework
The workflow covers client details, income, deposit source, credit commitments, AML checks, property details and adviser next steps.
Regulatory safeguard
CaseHarbour prepares administrative drafts for adviser review. It is not a mortgage adviser, does not conduct regulated advice activities and does not replace the adviser's responsibility for accuracy, research, recommendation, disclosure or final sign-off.
Platform direction
Cleaner case data before CRM handoff. Clearer information checks before adviser review. More consistent preparation across the firm.
Case preparation plans
Straightforward pricing for advisers and mortgage firms.
Every plan is built around automated case preparation. Add the client information, meeting and supporting documents, then review the draft fact-find and outputs CaseHarbour prepares.
3-day free trialNo card requiredCancel before billing
01
Starter
For individual advisers introducing automated case preparation into their workflow.
£29/adviser/month
- Meeting audio, transcripts and typed notes
- Automated adviser case summary
- Automatically populated draft fact-find
- Missing-information checklist
- Client follow-up email drafts
- PDF and text case exports
Start 3-day trial
Adviser review required before outputs are used.
02
Most popularProfessional
For advisers who want the complete meeting, document and export workflow.
£59/adviser/month
- Everything in Starter
- Document upload and case-linked storage
- AI-assisted document analysis
- Document status and outstanding-item tracking
- Illustration comparison workspace
- CRM-ready handoff summaries
Start 3-day trial
Adviser review required before outputs are used.
03
Firm
For mortgage firms standardising case preparation across a shared team.
£149/month
- Includes 3 users
- Shared company client and case library
- Owner, admin and adviser roles
- Team invitations and controlled access
- Consistent firm-wide case outputs
- Additional users £39/month each
Start 3-day trial
Adviser review required before outputs are used.
Automated preparation, not automated advice.
CaseHarbour prepares administrative drafts and highlights missing information. It does not provide mortgage advice, recommend products, assess suitability or make lending decisions.
Firm plan includes 3 users
Frequently asked questions
Clear answers about automated mortgage case preparation.
Learn what CaseHarbour automates, what remains under adviser control and how it fits alongside the rest of a mortgage firm's technology.
Adviser review is always required
CaseHarbour automates preparation, not advice or suitability decisions.
CaseHarbour is a mortgage case preparation workspace. It brings client records, named cases, meeting audio or notes, documents, draft fact-finds, information checks, follow-ups and exports into one connected workflow.
Yes. CaseHarbour uses the clearly stated information in the meeting, notes and uploaded documents to populate an editable draft fact-find automatically. Missing or uncertain information is flagged for adviser review rather than guessed.
No. CaseHarbour prepares administrative drafts and organises case information. It does not recommend products, assess suitability, provide regulated mortgage advice or make lending decisions. A qualified adviser must review and approve every output before use.
You can add meeting audio, typed adviser notes, transcripts and supporting client documents. These inputs remain connected to the correct client and named case throughout the preparation workflow.
The checklist compares the information available in the case with the fields needed for preparation. It shows what appears complete, what needs confirmation and what may still need to be requested from the client.
CaseHarbour is built for UK mortgage advisers, broker firms, administrators and case managers who want a faster and more consistent way to prepare cases before adviser review or CRM handoff.
No. CaseHarbour is designed to prepare cleaner, structured case information before it is reviewed, exported or transferred into an existing CRM. CRM-ready handoff summaries are available, while direct integrations can be added as the platform develops.
Yes. The current trial lasts 3 days and does not require a payment card. This gives advisers and firms time to test the preparation workflow before selecting a plan.
CaseHarbour prepares administrative drafts for adviser review. It does not provide financial advice or assess suitability.
Read the adviser-control statement