Mortgage AI Toolkit has announced the launch of Collibry, an AI-powered meeting platform designed specifically for mortgage advisers, aiming to remove the manual note-taking and fact-finding that often slows down client consultations.
The platform has been developed as an alternative to generic video conferencing tools such as Zoom and Microsoft Teams, which many advisers rely on but which were not designed for the structured documentation and regulatory record-keeping required in mortgage advice meetings.
Collibry combines secure video consultations with automated transcripts, meeting summaries and structured fact-find support within a single system, allowing advisers to capture client information while keeping the conversation focused on advice.
At the centre of the platform is Smart Sync, Collibry’s fact-find assistant.
Before a consultation begins, advisers can select a mortgage fact-find template or upload their own structured question framework. As the discussion progresses, the system recognises relevant responses and automatically populates the fact-find.
According to Mortgage AI Toolkit, this allows advisers to capture compliance-critical information as the conversation unfolds, while preventing duplication when completing fact-find forms and removing the need to search through transcripts to locate client answers.
Collibry also includes a range of meeting intelligence tools designed to support adviser workflows, including live AI transcription, automated meeting summaries and AI-assisted scheduling capabilities.
When returning clients book follow-up consultations, the system can surface key points and summaries from previous meetings, enabling advisers to quickly review past discussions before the next conversation begins.
Mortgage AI Toolkit said the platform is also designed to fit within advisers’ existing technology stacks, with integrations and CRM connectivity planned as part of its product roadmap.
Collibry operates under UK GDPR requirements, with platform infrastructure hosted in the UK. Data is encrypted both in transit and at rest, while payments are processed securely through Stripe.
The platform forms part of the wider Mortgage AI Toolkit technology ecosystem, which includes tools designed to support different stages of the mortgage journey.
Collibry is available through light, standard and premium subscription tiers, with new users receiving a 14-day Premium trial before their selected plan begins.
Mortgage AI Toolkit is offering an exclusive 28-day free trial option for Financial Reporter readers. To redeem this offer, readers simply need to enter the code FR0001 when they sign up.
Ifthikar Mohamed, founder of Mortgage AI Toolkit and co-founder and director of WIS Group, said: “Advisers often spend hours after meetings completing fact-find documents and updating files. Collibry captures key information during the meeting itself, allowing advisers to stay focused on the client conversation.
“When a client returns for another consultation, advisers can instantly see what was discussed previously. That means every meeting starts with context and preparation already in place.”
