Plan your intake pilot.
Book a 15-minute call with Mike Cooper, founder of Klarefi, about one intake workflow. Bring the form or document checklist your team uses today. Before a pilot starts, we agree on the scope, how to measure it, data handling and the terms.
Pick one workflow.
That could be a bridging application, a mortgage document pack, a broker submission, a claim or a new legal matter. On the call we look at where those files stop and which missing items your team spends time chasing.
Agree how to measure it.
We set a baseline for time to a complete file, handling time and the number of follow-ups. Then we agree on the documents, the facts you need, your checks and the exceptions. Any target is set together for your workflow.
Settle data before live cases.
Testing starts with synthetic or anonymised documents. Before live cases, we agree on data handling, access, retention and how the file reaches your current system. Your team keeps every decision.
Decide on the results.
We review the pilot against the measures we agreed, and you decide whether to go on. Any paid next step is agreed with you. We only publish a quote, logo or result with your permission.
See your intake workflow.
- Bridging lenders
Borrower, property and exit documents before credit review.
- Mortgage teams
Document collection for lenders, brokers and advisers.
- Insurance and MGAs
Broker submissions and claims before a person reviews them.
- Law firms
New client matters before a lawyer assesses the case.