ADMIN HOURS RETURNED TO YOUR TEAM:MANAGED AI · MORTGAGE · CHASE · UPDATES · UK-SOVEREIGNRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:MANAGED AI · MORTGAGE · CHASE · UPDATES · UK-SOVEREIGNRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:MANAGED AI · MORTGAGE · CHASE · UPDATES · UK-SOVEREIGNRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
ADMIN HOURS RETURNED TO YOUR TEAM:MANAGED AI · MORTGAGE · CHASE · UPDATES · UK-SOVEREIGNRUBY (OPERATIONS & FRONT DESK):AVAILABLEZOE (SOCIAL MEDIA MANAGER):AVAILABLELEO (MARKET RESEARCH ANALYST):WAITLIST ONLYOLIVER (MARKET INTELLIGENCE ANALYST):WAITLIST ONLYAVA (EXECUTIVE ASSISTANT):AVAILABLEPENELOPE (CONTENT CREATOR & WRITER):AVAILABLE
The Agent Bureau
01Home
/01 — AI for UK mortgage brokers and IFA firms

Return advisers to Client Conversations

The Agent Bureau provides managed AI agents for UK mortgage brokers and IFA firms. TAB agents handle client status updates, document and fact-find chase, appointment coordination, and lender query triage on UK-sovereign infrastructure. Firms typically reclaim 10–15 hours per adviser monthly on coordination (based on TAB workflow mapping). Regulated advice and product recommendations remain with qualified advisers.

/02Pack chase drain

Cases stall while advisers Chase Documents

01The Real Question

Who sends the third payslip reminder on Friday?

02The Bureau Angle

Repeatable chase with advice boundaries.

03The Result

Complete packs reach underwriting faster.

/03From enquiry to offer

How it works End To End

  1. 01

    Enquiry capture

  2. 02

    Document chase

  3. 03

    Milestone updates

  4. 04

    Appointment coordination

  5. 05

    Lender condition triage

  6. 06

    Adviser oversight

/04The comparison

Manual desk work versus Managed Broker AI

Inbound volume
Missed — calls and emails stack
Captured and logged
Chase work
Staff time on repeat reminders
Scheduled sequences
Exceptions
Ad hoc escalation
Routed to qualified staff
Data residency
Varies by generic SaaS
UK processing and storage

Compliance risk avoidance value

£500,000
100,0005,000,000

Industry risk profile

High: Construction, waste, healthcare. Medium: Professional services, property. Low: Office-based, minimal regulatory.

Estimated avoided breach cost

£2,325

Expected value of avoided HSE fines, GDPR breaches, and licensing penalties.

Minor breach risk (annual)
£5,000
Major breach risk (annual)
£35,000
Consultant callouts avoided
£3,000

Breach probability

15%

Deadline costs

£2,400

Total benefit / yr

£7,725

/05What the agent does

How AI supports
UK Mortgage Brokers teams

03 / 03

Chase

  • Documents
  • Payments
  • Packs
  • Human on disputes

Fig. 05-A — Core workflowsAuto-rotating / click to pin

/06Why it matters

Capacity returned to Specialists

01

10+ hrs

Typical monthly coordination time returned

02

Logged

AI touchpoints for review

03

From £299

Managed agent per month

/07Reviews & testimonials

Proof before you Commit.

01 / 03
01 — Latest case studyDigital products

Reported outcome

High-quality content live within 24 hours

“I'm working with TAB to help me on a niche marketing campaign for a new digital product. Marketing can take a ton of resources and time which we simply don't have. So to solve that problem we're deploying TAB's agent workforce to support the team. George made the onboarding process a breeze and within 24 hours we're pushing out high quality content.”

John Naylor

Chief Executive Officer, Five Rise

John Naylor, Chief Executive Officer at Five Rise

Applied products

24h

High-quality content live after onboarding

4

Insights live on the go-to-market hub

LinkedIn + Facebook

Company accounts connected

Governed

AI consultation + human-approved publishing

Read the full case study
02 — PropTech case studyPropTech

Reported outcome

~18 hrs/week returned · £12.4k found per building

“We engaged The Agent Bureau to solve a real pain point in UK block management: out-of-hours communication and secure ticket logging. TAB delivered an AI agent that operates as our frontline 24/7, with BureauGovern™ keeping the AI usage policy and human-oversight evidence behind every controlled action. What impressed me most is the reliable caller verification before anything is logged. The conversation quality is human-level; residents feel heard at any hour, and it bridges the gap between technology and human empathy.”

Joel Nisbet

Chief Operating Officer, Residentive

Joel Nisbet, Chief Operating Officer at Residentive

Applied products

£12.4k

Average savings identified per building

24/7

Verified call handling

+84%

Resolution speed since launch

94%

Resident satisfaction with live finance view

Read the full case study
03 — InsurTech Case StudyInsurTech

Reported outcome

~21 hrs/week returned to the team · every document checked before the inbox is opened

Client testimonial

Pilot in progress. Quote, attribution and photo will be added at the 90-day review.

Got You Covered

Testimonial at 90-day review

Applied products

~21 hrs/week

Time returned across a 3-person team

<60 seconds

From email received to mismatch task created

Unlimited file types

e.g. V5C, licence, NCB, address

100%

Human review retained before any client contact

Read the full case study▶ Watch the demo
01 — Latest case studyDigital products

Reported outcome

High-quality content live within 24 hours

“I'm working with TAB to help me on a niche marketing campaign for a new digital product. Marketing can take a ton of resources and time which we simply don't have. So to solve that problem we're deploying TAB's agent workforce to support the team. George made the onboarding process a breeze and within 24 hours we're pushing out high quality content.”

John Naylor

Chief Executive Officer, Five Rise

John Naylor, Chief Executive Officer at Five Rise

Applied products

24h

High-quality content live after onboarding

4

Insights live on the go-to-market hub

LinkedIn + Facebook

Company accounts connected

Governed

AI consultation + human-approved publishing

Read the full case study
02 — PropTech case studyPropTech

Reported outcome

~18 hrs/week returned · £12.4k found per building

“We engaged The Agent Bureau to solve a real pain point in UK block management: out-of-hours communication and secure ticket logging. TAB delivered an AI agent that operates as our frontline 24/7, with BureauGovern™ keeping the AI usage policy and human-oversight evidence behind every controlled action. What impressed me most is the reliable caller verification before anything is logged. The conversation quality is human-level; residents feel heard at any hour, and it bridges the gap between technology and human empathy.”

Joel Nisbet

Chief Operating Officer, Residentive

Joel Nisbet, Chief Operating Officer at Residentive

Applied products

£12.4k

Average savings identified per building

24/7

Verified call handling

+84%

Resolution speed since launch

94%

Resident satisfaction with live finance view

Read the full case study
03 — InsurTech Case StudyInsurTech

Reported outcome

~21 hrs/week returned to the team · every document checked before the inbox is opened

Client testimonial

Pilot in progress. Quote, attribution and photo will be added at the 90-day review.

Got You Covered

Testimonial at 90-day review

Applied products

~21 hrs/week

Time returned across a 3-person team

<60 seconds

From email received to mismatch task created

Unlimited file types

e.g. V5C, licence, NCB, address

100%

Human review retained before any client contact

Read the full case study▶ Watch the demo
01 — Latest case studyDigital products

Reported outcome

High-quality content live within 24 hours

“I'm working with TAB to help me on a niche marketing campaign for a new digital product. Marketing can take a ton of resources and time which we simply don't have. So to solve that problem we're deploying TAB's agent workforce to support the team. George made the onboarding process a breeze and within 24 hours we're pushing out high quality content.”

John Naylor

Chief Executive Officer, Five Rise

John Naylor, Chief Executive Officer at Five Rise

Applied products

24h

High-quality content live after onboarding

4

Insights live on the go-to-market hub

LinkedIn + Facebook

Company accounts connected

Governed

AI consultation + human-approved publishing

Read the full case study
02 — PropTech case studyPropTech

Reported outcome

~18 hrs/week returned · £12.4k found per building

“We engaged The Agent Bureau to solve a real pain point in UK block management: out-of-hours communication and secure ticket logging. TAB delivered an AI agent that operates as our frontline 24/7, with BureauGovern™ keeping the AI usage policy and human-oversight evidence behind every controlled action. What impressed me most is the reliable caller verification before anything is logged. The conversation quality is human-level; residents feel heard at any hour, and it bridges the gap between technology and human empathy.”

Joel Nisbet

Chief Operating Officer, Residentive

Joel Nisbet, Chief Operating Officer at Residentive

Applied products

£12.4k

Average savings identified per building

24/7

Verified call handling

+84%

Resolution speed since launch

94%

Resident satisfaction with live finance view

Read the full case study
03 — InsurTech Case StudyInsurTech

Reported outcome

~21 hrs/week returned to the team · every document checked before the inbox is opened

Client testimonial

Pilot in progress. Quote, attribution and photo will be added at the 90-day review.

Got You Covered

Testimonial at 90-day review

Applied products

~21 hrs/week

Time returned across a 3-person team

<60 seconds

From email received to mismatch task created

Unlimited file types

e.g. V5C, licence, NCB, address

100%

Human review retained before any client contact

Read the full case study▶ Watch the demo
View all case studies
/08Going live

Live in Two To Three Weeks

  1. Day 1–3

    Logistics AI audit

  2. Day 4–8

    Templates and tone

  3. Day 9–12

    TMS and sandbox

  4. Day 14+

    Go live with oversight

Bureau GuaranteeRef. TAB-14D

The 14-Day Performance Probation.

Human Oversight Included

Routine chase and updates run automatically; advice, product recommendations, and complaints escalate to qualified advisers before commitments are made.

UK Data SovereigntyGDPR CompliantBuilt in BritainUK Legislation Ready
/10The next step

Ready to stop chasing packs and start Closing Cases?

See our AI agents for Mortgage Brokers
/09The record

Clear answers about Mortgage Broker AI

Ava — Bureau AI agent