Automate Loan Processing. Close More Deals. Delight Your Borrowers.
Invatechs builds bespoke, AI-driven software for loan brokers, commercial lenders, and mortgage firms.
Whether you're an independent loan advisor or a fast-growing brokerage, our custom solutions help you automate everything from borrower onboarding to lender matching, proposal generation, compliance checks, and real-time reporting.
We help modernize outdated workflows so you can move faster, reduce risk, and win more business — all while delivering a seamless experience to your clients.
What Is Loan Brokerage Software?
Loan brokerage software is a digital platform that helps brokers manage the entire lending process — from initial borrower intake to final payout.
It acts as a central hub to:
Collect loan applications
Match borrowers to the most suitable lenders
Generate proposals and contracts
Ensure compliance
Track deals in real-time
Instead of managing everything in spreadsheets, email threads, or disconnected CRMs, you get a cloud-based loan broker CRM system that runs your operations intelligently.
Common Problems Loan Brokers Face
Our custom-built loan broker platforms eliminate these pain points with automation, integration, and AI-powered workflows.
Sound familiar? Let’s automate your process.
If you're still managing deals manually or using off-the-shelf tools not built for brokers, you're likely facing:
Manual Data Entry:
Repetitive admin tasks slow you down.
Disconnected Systems:
No central platform for borrower and lender communication
Paperwork Bottlenecks:
Endless PDFs and documents handled by hand
Compliance Pressure:
Risk of audit failure or non-compliance
Lost Deals:
Clients drop off due to poor user experience or slow response
Our Loan Brokerage Platform — Built Just for You
We don’t sell generic software. We design and develop tailor-made platforms based on your business model, regulatory needs, and client expectations. Whether you need an automated CRM, an AI lender matching engine, or a fully custom loan origination platform — we’ve got you covered.
AI-Powered Chatbot for Borrower Intake
Capture and qualify new leads automatically with a smart loan application chatbot.
- Ask pre-set questions (loan type, amount, property info)
- Auto-fill borrower forms
- Validate identity and business details
- Works 24/7 on your website or portal
AI Lender Matching Engine
Instantly match borrowers with the right lenders using machine learning.
- Cross-reference borrower profiles with lender criteria
- Rank and score lenders for best-fit
- Increase match accuracy from 60% to 85%
- Save hours per deal and reduce rejection rates
Automated Loan Proposal Generation
Generate pre-filled, lender-specific loan proposals in seconds.
- Auto-calculate advance amounts, discount rates, and fees
- Customize by lender templates
- Share via secure link or downloadable PDF
- Manual overrides and AI suggestions available
Borrower Portal & Real-Time Tracking
Delight clients with a secure borrower portal to view their loan journey, upload documents, and track progress.
- Reduce support emails and calls
- Provide live updates and alerts
- Built-in chatbot and help center
- Custom-branded for your business
Compliance & Deal Analytics
Stay audit-ready with built-in regulatory compliance features and performance tracking dashboards.
- Track KYC/AML compliance for every application
- Get deal lifecycle visibility (submission → approval → funding)
- Analyze average deal time, drop-off rates, and lender performance
- Export reports for your CRM or regulator
Integrations & Scalability
We can integrate with:
Credit bureaus (Creditsafe, Experian)
CRM tools (HubSpot, Salesforce)
Accounting software
Lender APIs
ID verification tools
Our Agile Delivery Process
Our loan broker platform development approach is transparent, collaborative, and fast. Most platforms go live in 12 weeks.
Discovery & Planning
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UX Design
Custom UI tailored to your borrower flow
Backend & Frontend Development
AI, automation, and integration
Testing & QA
Extensive user and system testing
Launch & Support
Deployment and ongoing improvements
What Does It Cost?
Every project is customized, but most loan broker platforms range from:
£40,000 – £70,000
This includes:
- Full UX/UI design
- AI and automation engines
- CRM, lender, and compliance integrations
Hosting, testing, documentation, and post-launch support
What You Can Expect
Metric
Before Our Platform
After Implementation
Time to Process Applications
45 mins
10 mins
Client Drop-Off Rate
40%
<10%
Lender Match Accuracy
~60%
85%+
Monthly Deals Closed
12
18–20
Frequently asked questions
How long does it take to build?
Around 12 weeks, depending on your features and integrations.
Can you connect to my lenders and CRM?
Yes — we specialize in building integrations with lender APIs, CRMs, and credit bureaus.
Is this off-the-shelf software?
No. We build it custom for you, tailored to your business processes.
Is it compliant with FCA and GDPR?
Yes — we include compliance workflows and audit trails from day one.
Will I need a big IT team to run it?
No. We handle all development, deployment, and maintenance. You focus on brokering.
Ready to Build the Platform Your Brokerage Deserves?
Whether you're a startup broker or an established commercial lender, we help you eliminate the bottlenecks, win more business, and serve your clients with speed and clarity.
