Collibry today announced the launch of its dedicated advisory meeting platform, designed specifically for mortgage advisers to streamline client conversations and eliminate time-consuming manual workflows. Built as a purpose-driven alternative to generic tools like Zoom and Microsoft Teams, Collibry integrates real-time conversation capture, structured fact-finding, and automated outputs directly into the meeting itself.
At a time when advisers are under increasing pressure to manage more clients with greater efficiency, Collibry introduces a new category: the “intelligent conversation” platform where meetings don’t just happen, they actively work in the background.
Built to Replace Generic Meeting Tools
Traditional video platforms were never designed for mortgage advice.
They facilitate conversations but they don’t support the work that happens within them.
Collibry changes that by transforming the meeting into a fully integrated workflow, removing the need for multiple tools and manual processes. Instead of switching between video calls, notes, and follow-ups, everything happens in one place—during the conversation itself.
“We didn’t want to build just another video call tool; we wanted to build a system that works while the adviser talks,” said Ifthikar Mohamed, founder of Mortgage AI Toolkit and co-founder and director of WIS Group. “Mortgage advice isn’t just a conversation it’s a structured process. Collibry ensures that process happens automatically, without slowing the adviser down.”
Key Innovations Include:
- Real-Time Transcription – Every conversation is captured live, removing the need for manual note-taking
- Automated Meeting Summaries – Structured outputs generated instantly after each session
- Fact-Find Tracking – Ensures key client questions are covered without interrupting the flow
- Conversation Memory – Recalls previous discussions to eliminate repeated questions
- All-in-One Workflow – Combines video meetings, notes, and client insights in a single platform, designed to sit alongside existing CRM systems and support a more connected adviser tech stack
- Secure & GDPR-Aligned Infrastructure – Designed with strong data protection standards suitable for handling sensitive client conversations
Designed Around the Adviser Workflow
Unlike general-purpose tools, Collibry is built specifically for how mortgage advisers operate.
It supports structured conversations through smart templates and automatically organises information as the meeting progresses. Advisers can move seamlessly from discovery to follow-up without needing to rewrite notes or re-enter data.
This approach significantly reduces time spent on post-meeting admin while improving the overall quality and consistency of client interactions.
The Evolving Role of AI in Mortgage Advice
Collibry reflects a broader shift in how technology is being applied across the mortgage industry.
Rather than replacing advisers or adding more disconnected tools, AI is increasingly being used to remove friction within existing workflows. In this context, the meeting itself becomes a central point of intelligence where data is captured, structured, and made immediately usable.
By aligning with the industry’s move towards a more connected tech stack where platforms complement CRMs rather than compete with them, Collibry positions itself as a foundational layer in the modern advisory toolkit.
