Join the Next Generation with WIS Mortgages: The UK’s AI-First Mortgage Network

For advisers who want to lead the future of mortgage broking.

The Industry Is Changing and Brokers Need to Change With It

A new generation of advisers is entering the profession. These are brokers who want to work faster, embrace AI, and deliver a modern mortgage experience. Most networks are still operating in the old way with slow systems, outdated processes, manual admin, and expensive software that holds advisers back.

WIS Mortgages is built for the next wave of mortgage brokers. The ones who want to stay ahead of the industry, not behind it.

The UK’s First Network Designed for AI Friendly Mortgage Brokers

Our entire proposition is created for advisers who want technology to be part of their strategy rather than an optional extra.

Full AI training

Every adviser receives practical AI training delivered personally by Ifthikar Mohamed, one of the earliest and most active voices for AI adoption in the UK mortgage space. The sessions are simple, hands-on, and focused on real broker workflows.

You will learn how to use AI for:

• reducing admin
• case preparation
• suitability creation
• criteria checks
• client onboarding
• customer retention
• content and communication
• workflow optimisation

The aim is to help you work confidently, efficiently, and at a level that feels modern and future ready.

Adviser support and mentoring

Alongside AI training, you receive full support including:

• best practice sessions
• CPD
• compliance guidance
• help from experienced advisers
• structured onboarding

This mix of professional guidance and AI enabled workflows is what makes WIS different.

Access to MortgagX, The Most Advanced Mortgage Platform in the UK

Advisers joining WIS receive full access to MortgagX, which includes:

• Open Banking
• credit reference integration
• digital onboarding
• automated case management
• suitability support
• ID verification
• intelligent criteria search
• CRM automation
• AI powered admin tools

It is fast, modern, accurate and built for the way brokers need to work today.

Check out: https://mortgagx.ai for details.

The Mortgage AI Toolkit – All Nine Tools Free for Every Adviser

You receive all nine AI tools at no cost. This includes:

• Draftlee for communication and email support
• Collibry for meetings, summaries and follow up
• DealStream for client retention and lead management
• myCriteria for instant lender criteria searching
• AutoBook for appointment scheduling
• SypHR for HR and CPD
• Analyzr for bank statement analysis
• Mobi.ai for marketing and social content
• Pulse for workflow and productivity

Each tool replaces a paid subscription, and the entire toolkit is included free.

Check out: https://mortgageaitoolkit.com for more.

Real Case Study: How AI Allowed a Firm to Maintain Growth After Losing an Adviser

A firm recently joined WIS with three advisers. As a team, they processed around 45 cases each month. They used MortgagX and several AI tools to manage admin and workflow.

A few months later, one adviser left the business.

The result
With only two advisers remaining, the firm continued completing 45 cases per month – exactly as they had done before.

Why this happened
The combination of MortgagX and the Mortgage AI Toolkit allowed them to:

• reduce admin
• complete cases faster
• follow up more efficiently
• communicate clearly
• complete suitability effortlessly
• streamline onboarding

Client impact

• Customer service improved
• Clients received faster responses
• Referrals increased
• The adviser who left took a few clients, but fewer than expected
• The firm gained new clients due to the level of service

Two advisers achieved the same output that previously required three. This demonstrates how an AI enabled workflow protects a business even during challenging staff changes.

Technology That Saves You Time and Money

Advisers with WIS receive:

• no network fees
• no platform fees
• no paid third party tools
• no compliance check charges
• no CRM subscription costs
• no admin support fees

In other networks, advisers typically pay between £300 and £800 each month for these tools and services. WIS advisers pay nothing.

You save time, save money and scale faster.

Why Modern, AI Friendly Brokers Choose WIS

We are the only network offering:

• personal AI training from a leader in the space
• all nine AI tools included
• access to MortgagX
• full admin support
• mentoring
• high quality leads
• market leading commission
• a strong brand
• zero fees

This is the most advanced, future focused proposition available for UK mortgage advisers.

Your Future as an AI Ready Adviser Begins Here

If you want to:

• reduce admin
• save hours each week
• modernise your workflows
• adopt advanced mortgage technology
• receive hands-on AI training
• access all tools for free
• gain consistent support
• grow without paying software or network fees

Then WIS Mortgages is the right home for your business.

Ready to join the next generation of mortgage advisers?
Enquire today on 02030111969 and begin your journey with WIS Mortgages.