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• TECHNOLOGY FOR WHAT’S NEXT

AI built in. Not bolted on.

Metanoia has been built from the ground up for an AI-powered future, so intelligence is part of the platform, not an add-on.

More intelligence. Less administration.

From finding information faster to surfacing opportunities and automating repetitive work, Metanoia puts intelligence into the everyday workflow of a mortgage broker. And as AI evolves, the platform is designed to evolve with it.

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What your peers are saying...

Technology isn’t the only reason why brokers are making the switch to Finsure.

With a dedicated team committed to driving results, and a raft of support services for brokerages at all stages, Finsure is the smart choice for brokers.

• FROM CUSTOMER RECORD TO CUSTOMER INTELLIGENCE

Better know
your clients.

Have one intelligent customer view, which is enriched with data and designed to reveal what might happen next.

See the bigger picture.

The Client Account brings customer information into one place, then uses AI and data enrichment to surface insights, opportunities and actions. It is designed to help brokers understand where a client is today – and what they may need next.

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Build your own
digital workforce.

Onboard agents. Set them to work. Remove them when the job is done.

Through The Agency within Metanoia, brokers will be able to hire AI agents to perform specific roles and tasks across their business. Agents can handle routine work, monitor activity, identify actions and help keep deals moving whilst working alongside your people.

• POLICY AGENT •

Meet Polly

Needing to figure out which policy is ideal for your customer? There’s no one better than Polly.

• TRAINING AGENT •

Meet Finn

When it comes to getting the most from Metanoia, Finn is our platform expert to guide you around.

• WORKFLOW AGENT •

Meet Flo

Unlock more efficiencies in your business and across your team with workflow expert Flo.

• LOAN APP AGENT •

Meet Lexi

Keep the application moving forward with your resident loan processing expert Lexi.

• YOUR INTELLIGENT POLICY COMPANION

Policy intelligence,
in real time.

Ask the question. Test the scenario. Find the policy faster.

Stop searching. Start asking.

Wikibroker assesses scenarios against lender policy in real time and can be used through a conversational chat experience. It is designed to help brokers find relevant policy information faster, without leaving the Metanoia platform.

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• A LIFELONG RELATIONSHIP

From first lead
to lifelong client.

One connected journey, with workflow automation at every stage. Configurable around the way your business actually works.

Every stage connected. Every workflow customisable.

Metanoia is designed to support the entire customer journey, from nurturing and application through to approval, settlement, retention and the next opportunity.

Workflows, tasks and actions can be configured to reflect your team’s processes. And with document fraud assessment integrated through Fortiro, document intelligence becomes part of the application journey too.

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