ADMIN HOURS RETURNED TO YOUR TEAM:UP TO 18 HRS/WK RETURNEDRUBY (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:UP TO 18 HRS/WK RETURNEDRUBY (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:UP TO 18 HRS/WK RETURNEDRUBY (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:UP TO 18 HRS/WK RETURNEDRUBY (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
/17 — Mortgage brokers & IFAs for UK SMEs

From Document Chase to Adviser Capacity

Advisers lose days chasing payslips, bank statements, and fact-find gaps while rates and cases move. George, Arthur and Ruby capture enquiries, chase packs, and draft client updates. Recommendations and suitability stay with authorised advisers.

/02Mortgage brokers & IFAs blueprint

Built for Mortgage Brokers & Ifas. Configured to yours.

01The real problem

Admin capacity does not match caseload

02The Bureau approach

Managed AI agents on the admin layer

03The result

Specialists back on specialist work

/04The economics

Model Admin Time reclaimed.

Enquiry capture
Missed when teams are in meetings
Captured with structured handover
Document chase
Inbox reminders ad hoc
Staged sequences with logs
Client updates
Delayed when caseload spikes
Drafted for human send

How much aged debt can you recover?

£25,000
5,000200,000
£50,000
10,000500,000

Estimated aged debt recovery

£10,000

40% recovery rate from persistent professional follow-up on 90+ day debt.

Aged debt target

£25,000

Prevented write-offs / yr

£18,000

Total benefit

£28,000

/05Mortgage brokers & IFAs

Configured agents
for Your Workflows.

04 / 04

Oversight

  • Review tags
  • Policy register
  • Not legal advice

Fig. 05-A — Stack compatibilityAuto-rotating / click to pin

/06The future of work

What is a
Managed AI agent?

Ava — Bureau AI agentAvaRuby — Bureau AI agentRubyLeo — Bureau AI agentLeoPenelope — Bureau AI agentPenelopeZoe — Bureau AI agentZoeNoah — Bureau AI agentNoah
Fig. 06-A — The managed rosterTAB / UK
  • 01

    Human-Level Understanding

  • 02

    Seamless Integration

  • 03

    Human Oversight

  • 04

    Always Learning

/08The roster

Your mortgage & advice
Agents

01 / 03
View all AI agents
/06Evidence

The case for Admin Automation is specialist time.

01

Hours

Leadership time on coordination

02

Capture

Enquiries outside core hours

03

Evidence

Audit-ready comms trails

Sector impact

£50,000
10,000500,000
60 days
30120
£1000
3502,500
Current cash tied up£100,000
With assistants (39d)£65,000

WORKING CAPITAL RELEASED

£35,000

Annual assistant cost£12,000

Debtor days reduction

21 days (-35%)

ROI

292%

Model assumes 35% debtor days reduction from automated reminders and professional credit control. Cash released is one-time working capital improvement. Actual results depend on debtor profile, payment terms, and collection discipline. Not financial advice.

/09Sector proof

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
/11Rapid deployment

From kickoff to live AI agents In 14 Days.

  1. Day 1

    The Audit

  2. Day 5

    The Configuration

  3. Day 10

    The Sandbox

  4. Day 14

    The Handover

Bureau GuaranteeRef. TAB-14D

The 14-Day Performance Probation.

Human Oversight Included

Every assistant comes with dedicated account management and human oversight. These aren't faceless bots—they're part of your team, backed by ours.

UK Data SovereigntyGDPR CompliantBuilt in BritainUK Legislation Ready
/16The record

Common Questions for UK decision-makers

Ava — Bureau AI agent