We go through how your brokerage really runs: the documents you are still chasing, the case updates nobody has time to send, the criteria you check by hand. Then we tell you which of it is worth handing to AI, and in what order.
Most brokers know AI could take some of the admin off them. What they are missing is someone who will look at a real case and say which part to hand over first.
You know exactly what each case is waiting on. So you write the email, then you write it again on Thursday, then again the following week, and the case sits there in the meantime doing nothing at all.
Your CRM has an AI panel now. The sourcing system has a copilot. There is a chatbot in every trade email you get. None of them will tell you which part of a live case they would actually take off your desk.
A chatbot nobody set up will cheerfully tell an applicant their case is approved, or invent a turnaround time. On a regulated sale that is not an embarrassment, it is a complaint.
None of that is a technology problem. It is a question of which job goes first, and that is the bit we do.
These come up in nearly every brokerage audit we run. Which of them lands in your plan, and in what order, depends on your case volume, your network, and the systems you already work in.
You know what is outstanding, so you write the email, then write it again a week later, then again.
Tracks what each case still needs, asks the client for exactly that, checks what comes back is legible and the right document, and stops chasing the moment it lands.
Deciding whether a document actually satisfies the lender. That is a judgement call and it stays one.
Clients ring because nobody has told them anything. Estate agents ring for the same reason, usually on a Friday.
Sends a written update at each milestone, in your wording, to the client, the agent and the solicitor at the same time.
Bad news. A delay, a decline or a re-broke is a phone call, not a notification.
The same twenty questions asked on a call, then typed up afterwards from memory.
Collects the basics before the appointment, pre-fills the fact find, and flags what looks inconsistent so you can ask about it while the client is in front of you.
The advice. All of it, without exception.
Checking three lenders by hand for a client on a fixed-term contract with a satisfied default from four years ago.
Narrows the panel against the facts of the case and shows which criterion it matched, with the source, so you can check it.
The recommendation, and confirming the criteria still say what the tool thinks they say.
The conversation you meant to have after completion and never got round to.
Books the review, sends the reminder, and hands you the clients who said yes.
The advice conversation itself.
Assembling the file at review time, hunting for the document that proves you did the thing you know you did.
Assembles the file as the case runs, flags what is missing while it can still be fixed, and keeps the audit trail in order.
Sign-off, and the suitability rationale. Nothing writes that but the adviser.
Product end dates sitting in a spreadsheet, and the good ones get contacted when somebody remembers to look.
Watches every end date across the book, starts the conversation months out, and follows up until you have an answer either way.
The advice, and whether a product transfer is right at all.
Web leads, introducer referrals and portal enquiries all landing in one inbox with no order to them.
Sorts what is worth an appointment, collects the basics, and books it against real availability.
Adverse credit, complex income and any sign of vulnerability go to an adviser unanswered.
Notes written up after the call from memory, sometimes days later, sometimes not at all.
Records the appointment, writes the note in your format, and drafts the case summary against the file.
You read it before it goes on file. It is a compliance record, not a convenience.
The thank-you, the review request and the introducer update, all of which you meant to send and none of which went.
Runs the sequence after completion, asks for the review, and tells the introducer their client has completed.
Anything the client replies to comes straight back to you.
Nobody starts with ten. A plan usually puts two live in the first month and leaves the rest ranked and waiting, so when you have the appetite for the next one you already know which it is.
Most of the job is joining up the systems you pay for rather than moving you off them. These are the ones we come across most in broking, and we have no affiliation with any of them.
Three steps. You do the talking on the first one, and nothing is committed until you have seen what we found.
No prep, no agenda to fill in. We ask the questions and you walk us through how your week actually runs: the jobs, the tools, the emails you send a dozen times a month.
Recorded and written up, so you never repeat yourself.
We work back through the call and map where your time actually goes. Then we find the automations that suit your tools, your team and your budget, ordered so the biggest time saving comes first.
Back with you within a week.
We walk you through the whole report, recommendation by recommendation, and you decide what to take on first. Most people have their first automation running within a week of that call.
The report is yours to keep either way.
The plan tells you what to build. The dashboard shows you what it is doing once it is built, so you can see what you are getting back without asking us.
Set up when the plan is delivered, at app.fewerhours.com under your business name. No shared login and nothing to install.
Every one we build reports the hours it saved and the work it handled, so the value is a number you can check rather than a promise we made.
The rest of the ranked list sits there waiting. When you have the appetite for the next one, you already know which it is.
This works best where one person can still see every live case. There are a few cases where it would waste your time, and those are worth saying out loud.
Fewer Hours exists because too many owners knew AI could help them somewhere and had no way of telling a good idea from a sales pitch. The plan is the boring part done properly: sitting with the real workflow and working out which jobs are worth handing over.
Whoever takes your call is the person who writes your plan. No account manager, no junior doing the analysis, and nobody trying to move you onto a retainer at the end of it.
Three steps, and you can stop after any of them. The first one is a conversation, and nothing about it commits you to the next.
A short chat about how your business runs. If there’s nothing here worth mapping, we’ll say so on the call.
The full job. We map the workflows, score every candidate, and hand over the ranked list and the 30-day plan.
If you’d rather we built the projects than just planned them, we’ll do the ones the audit put first. Anything from a quick win to a full agent build.
If there are fewer than five of you and admin takes about an hour a day, there probably isn’t enough here to be worth mapping, and we’ll say so. If you already know exactly which job you want automated, skip the audit and just ask us to build it. And if your processes only exist in your head, we’ll tell you to go and write them down first.
If yours is not here, ask on the call. It is twenty minutes about how the brokerage runs, not a pitch.
No. Advice is a regulated activity and it stays with the adviser. Everything in the plan stops at the point a recommendation begins: collecting, chasing, drafting, summarising and reminding. If a recommendation is involved, it is not in scope.
Every recommendation states what data it touches and where that data ends up. Keeping client information inside systems you already control is the default, and anything that would move personal or financial data somewhere new is flagged, with the alternative, before it reaches the plan.
The plan treats your compliance obligations as a constraint rather than an afterthought. Automating file assembly and evidencing usually improves the audit trail, because a machine does not forget to attach the document. What it never does is make the judgement the rules require you to make.
That is one of the first things we check. Some of it is the API, some is a feature your system already ships that nobody switched on, and some is email and a shared sheet joined up properly. Where your system will not do something, the plan says so rather than pretending.
Only where you decide it should, and never on a decline, a delay or anything a client might reasonably be upset by. Most brokers start with drafts a person sends, then let the routine document chasers go on their own once they have watched them for a few weeks.
Usually yes, because in a small firm the admin lands on the person who should be advising. If you write a handful of cases a year alongside something else, we will probably tell you to save your money.
The plan lands about two weeks after the call. Most brokerages have the first automation live within a week of that, because the first one is usually document chasing and that does not need anyone to change system.
Either. The plan is yours to take to anyone, including your network or whoever supports your CRM. If you would rather we set up the first two, that is a separate job and you decide after you have read the plan.
The call takes twenty minutes and it is about how the brokerage runs, not about software. The plan lands about two weeks later.