Posts

Showing posts from November, 2026

What a fully digital fact-find removes from your Friday afternoon

Image
  It is 3pm on a Friday. You have three cases you meant to submit this week. One is waiting on a payslip the client promised on Tuesday. One has a fact-find you typed up from meeting notes, and you have just noticed there is no start date for the client's current job. The third is fine, but you cannot remember whether you sent the ID request, so you open your inbox to find out. This scenario is an illustration, not a customer case. None of that is advice. All of it is work. Where the hours actually go Hard independent data on this is thin, and that is worth saying plainly. The most quoted UK figures come from technology vendors. In a Finova survey, 58% of brokers said they spent 5-10 hours per week on admin and 41% said 11 to 20 hours. Among the most time-consuming tasks, 47% named digitising physical documents. Finova sells mortgage software, and this research dates from October 2024. Treat it as an indication, not a benchmark. Nivo, another vendor, reported that only half of subm...