Customer Story
How Fortuity Finance 4x their assessment speed
From 3-4 hours per file to 45 minutes, with greater accuracy and far more confident outputs.
Edward Abella
Director · Fortuity Finance
4x
Faster deal preparation
75%
Less time per file
45 min
Per file, down from 3-4 hrs
3-4x
Back-office productivity
“It used to take our team 3-4 hours to get through a full file. Now they're doing it in about 45 minutes. It is so much more accurate.”
Edward Abella, Director, Fortuity Finance
The challenge
As the Director of a growing mortgage brokerage, Edward Abella knows that speed and accuracy are everything in lending. His back-office team and virtual assistants handled file assessments and data entry manually, a painstaking process that took 3 to 4 hours per file.
Even with established internal processes and checklists, gaps in accuracy crept in when dealing with complex payslips, varying deductions, and lengthy bank statements. Brokers had to double-check the team’s work before they could confidently present lender options.
For a dynamic firm competing against larger players, every hour matters. Edward needed a way to dramatically speed up back-office operations without sacrificing quality, and ideally improve both.
The solution
Edward’s team integrated QualifyMate to automate their entire back-office workflow. Documents are uploaded to be instantly renamed and assessed by AI, before the finalised data is pushed straight into their integrated software. The results were immediate.
Assessment time cut by 75%
Files that once took 3-4 hours to review and extract data from now take about 45 minutes.
Dramatically improved accuracy
Support staff run QualifyMate’s AI on top of their manual reviews, catching income discrepancies and producing far more reliable servicing scenarios.
Automated document renaming
QualifyMate instantly organises and labels client files, keeping everything structured for compliance.
Seamless calculator integration
The platform pushes assessed data directly into their integrated software with zero friction.
“It enables one employee to do triple or quadruple the work in the same amount of time, and be more confident in what they’re doing, because they’ve basically got a manager overseeing their work every single time.”
The results
Within two months of adopting QualifyMate, Fortuity Finance saw transformative results across their entire operation.
4x faster deal preparation
A 75% reduction in manual file processing time.
3-4x employee productivity
One back-office employee can now comfortably manage the workload of three or four people.
Higher confidence
Brokers are blown away by the accuracy of the extracted data and the reliability of their outputs.
Built-in quality control
QualifyMate acts like an automated credit manager overseeing the numbers on every single file, every time.
“I really think it’s going to reduce the cost of processing loans, improve turnaround times, and take one person and allow them to do so much more. It’s going to take the smaller brokerages and help us be fiercely competitive with all the big banks.”
Looking ahead
Edward sees AI not as a replacement for human expertise, but as a great equaliser, one that will reduce the cost of processing loans, improve turnaround times, and help firms like Fortuity Finance compete directly with the larger brokerages.
His vision for the future of broking is an all-in-one ecosystem where CRM, servicing calculators, and AI work together seamlessly. He believes QualifyMate is heading in exactly that direction.
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Assess documents for mortgages in minutes, not hours.