Advisers, mortgage brokers and regulated firms
Advisers should adviseNot chase documents
We build around the back-office and case systems your firm already runs on, so enquiries, documents and reviews keep moving. Every recommendation stays with the adviser.
Book a Discovery CallOne case, one connected run
Not six separate automations. Each step hands the next one what it needs, and the file stops where a person is required.
A remortgage enquiryEXAMPLE
EnquirySYSTEM
A web form, a call or a referral, acknowledged and logged with where it came from.
Your case systemSYSTEM
A record created, or matched to the client you already hold, in the system your firm runs on.
Documents and IDSYSTEM
Requested at the right moment, chased on a set schedule, and checked for what is still missing.
The case is preparedSYSTEM
Details collected, the file put in order, and the facts summarised for the adviser to check. The system never drafts the advice.
The adviser decidesADVISER
Suitability, the recommendation and whether to take the case on. Always a person, every time.
The case progressesSYSTEM
After the adviser's decision: what has been submitted, what has come back, and the client told where things stand without asking.
Review and renewalSYSTEM
Rate-end dates, annual reviews and renewals come back on their own date, before the client goes looking.
Where cases quietly stall
Onboarding by email tennis
The same details asked twice, by two people, in two places.
EXAMPLE RECORDEmails to onboard: 6 · days elapsed: 9
Documents chased by memory
Two of three arrived. The third sits with a provider, unchased.
EXAMPLE RECORDDocuments: 2 of 3 · letter of authority: 23 days
Handovers that lose the detail
Adviser to paraplanner to admin. The client gets asked again.
EXAMPLE RECORDCase owner changed: 3 · notes re-keyed: 2
Reviews that pass quietly
A rate ends in January. Nothing says so in October.
EXAMPLE RECORDRate ends: Jan · review booked: none
Where the system stops and the adviser starts
No part of a Luvik system gives advice, recommends a product, or assesses suitability, affordability or eligibility. The system prepares the work. The adviser decides.
SYSTEMprepares the work
- Collects the enquiry and the basic facts
- Books the consultation from real availability
- Requests, chases and checks documents
- Prepares the file and the notes, and shows what is still outstanding
- Reminds, confirms and follows up on a schedule
- Flags what is missing, to a person
ADVISERmakes every judgement
- Assesses needs and circumstances
- Makes every recommendation
- Decides suitability and whether to take the case
- Approves anything that touches advice
- Signs off the case and the compliance record
Every message the system can send is approved by your firm before it goes live, and anything that touches a recommendation waits for the adviser.
Works alongside
Built around the software your firm already uses
We build around these. Integration depth is confirmed before implementation.
- Intelliflo
- Iress Xplan
- Mortgage Brain
- Twenty7tec
- Acre