The intelligent document-checking assistant built for mortgage brokers. Drag in a folder of client files and let CasePilot identify, validate, and flag issues automatically.
Case #CP-2847
John & Sarah Mitchell - Remortgage, Bristol
Trusted by mortgage brokers across the UK
100+
Applications checked
99.5%
Accuracy rate
60%
Time saved per case
Capabilities
From upload to lender-ready pack. CasePilot handles the entire document-checking pipeline so you can focus on your clients.
Upload payslips, bank statements, tax documents, and IDs. AI classifies each file, extracts key data, and validates it in seconds. No labelling required.
Watch every stage live: classification, validation, cross-checks. A a real-time progress pipeline. No refreshing, no waiting.
Names, addresses, income, and dates are cross-referenced across all files. Salary on payslips matched to bank deposits, addresses checked on every document.
Handle joint mortgage applications with ease. Documents are intelligently grouped per applicant, with joint documents detected automatically.
Approve or reject individual documents with reasons. Full audit trail with reviewer name and timestamp. Ready for compliance checks.
Download a lender-ready ZIP with all documents neatly named plus a PDF audit report. From case to submission in one click.
CasePilot knows exactly what a complete mortgage case needs. Missing payslips, expired IDs, absent proof of address. All flagged before submission.
Connect your sourcing system or CRM. Clients can upload documents via a branded link. Files flow straight into CasePilot for analysis.
Built-in AI chat that knows your case inside out. Ask questions, spot inconsistencies, and get explanations without leaving the dashboard.
Simple workflow
No training required. Upload, verify, approve, export. CasePilot does the heavy lifting.
Enter applicant details for single or joint applications
Drag in a folder of unlabelled files or send clients a branded upload link
Documents classified, data extracted, and cross-validated in ~40 seconds
Check results, approve or reject documents, add notes for the audit trail
Download a ready-to-submit ZIP with audit report and neatly named documents
Unlock advanced verification for complex income scenarios, self-employed applicants, and deeper financial analysis.
Income Verification
Automatically compares declared salary on payslips against actual bank deposits. Flags discrepancies per applicant.
Bank Statement Intelligence
Groups statements by account, validates opening/closing balance continuity, and flags large unexplained deposits or transfers.
Enhanced Tax Validations
Deep cross-referencing between SA302, P60, and tax returns against declared income and bank deposits.
Coming SoonTransaction Screening
Identify gambling transactions, suspicious patterns, and recurring high-value payments that lenders will flag.
Coming SoonAffordability Verification
Automated income-vs-expenditure analysis to pre-qualify applicants against lender criteria.
Coming SoonComprehensive coverage
Drop in a folder of mixed files. CasePilot identifies what each document is, extracts key data, and validates it. Supports PDF, JPG, PNG, DOC and DOCX.
Payslips
Gross/net pay, employer
Bank Statements
Balances, transactions
Photo ID
Passport, driving licence
Tax Documents
SA302, P60, tax returns
Proof of Address
Utility bills, council tax
Unrecognised Docs
View & manually classify
The business case
The average mortgage case takes 45-60 minutes of manual document checking. CasePilot reduces that to under a minute, giving you back time to advise, sell, and grow.
40 minutes saved per case
From ~1 hour to ~40 seconds of verification time
Fewer lender rejections
Catch issues before submission: missing docs, expired IDs, name mismatches
Handle more cases, same team
Scale your case volume without adding headcount
Monthly time saved
16+ hours
That's 2 full working days back every month
Integrations
Connect CasePilot to your CRM or sourcing system via our API. Clients upload documents through a branded link. Files flow directly into their case for analysis. Available on Enterprise plans.
CRM Upload Links
Generate branded upload URLs from your CRM. Clients upload docs without logging in.
REST API
Create cases, trigger processing, and poll results programmatically.
SSO / OAuth
Google and Microsoft SSO for seamless team access. No extra passwords.
Pricing
All plans include real-time processing, dashboard access, and email support.
For individual brokers
For growing brokerages
For networks & large firms
Need more? Purchase credit packs anytime, from £85 for 10 extra cases. No commitment, instant top-up.
Security & Infrastructure
Built on AWS with defence-in-depth and zero-trust principles. Your clients' data is stored in UK data centres and protected at every layer.
AES-256 encryption at rest. All communications over HTTPS with certificate pinning. No public access to stored documents.
Complete data isolation between accounts. Private network architecture with no direct internet access to application servers.
Comprehensive audit trails, real-time security monitoring, and immutable logs. SOC 2 and GDPR compliance-ready.
Infrastructure managed by Baseflare Solutions Ltd. ICO registered (ZC094962)
Join mortgage brokers across the UK who are saving hours each week with AI-powered document checking.
Questions? Reach us at support@baseflare.co.uk