Loan Comparison &
Client Brief Generator
Enter a new client's details and get a personalised two-page brief in 60 seconds: borrowing capacity, the top three matching loans, and plain-English explanations.
The problem worth solving.
Before every first meeting, a broker needs to understand the client's borrowing capacity, shortlist suitable loans, and work out how to explain the options. Done properly, that is around two hours of prep per client.
Under time pressure, prep gets rushed, and the client walks away with a generic conversation instead of a document they can take home and think about.
How it works.
We built a simple web app. The broker logs in and enters the details from the intake form: name, income, deposit and goal. Claude then produces a personalised two-page document straight away.
The brief covers the client's borrowing capacity summary, the top three loan options that match their situation, and a plain-English explanation of each one. The broker gets the PDF in about 60 seconds and walks into the meeting already prepared.
1. Broker logs in. A simple, secure web app, with no software to install.
2. Enter the client details. Name, income, deposit and goal, taken straight from the intake form.
3. Claude builds the brief. Borrowing capacity, top three loan matches, and plain-English explanations are generated.
4. Download the PDF. A clean two-page document is ready in about 60 seconds.
5. Walk into the meeting prepared. The broker reviews the brief and adjusts anything before the conversation.
What it delivers.
Four-field intake: name, income, deposit, goal.
Borrowing capacity summary for each client.
Top three loan options matched to the client.
Plain-English explanation of every option.
Two-page PDF output, ready in about 60 seconds.
The stack.
Got a process like this one?
If a repetitive task is eating your week, we can build the system that takes it off your plate. Let’s talk.