Sikoia, provider of automated customer verification checks, has partnered with YAVIA to support brokers in managing mortgage and protection cases.
The integration connects YAVIA’s customer app with Sikoia’s artificial intelligence (AI) document processing, aiming to make things simpler for brokers and their clients.
By bringing in automatic document checks early, brokers can reduce delays.
Clients upload documents once and get key information checked and confirmed straight away.
Sikoia’s system in YAVIA’s onboarding captures accurate data from the start, which helps cut down on mistakes and makes it easier for advisers to focus on giving advice.
Clients can now use their mobiles to access up-to-date spending data through their adviser’s tool.
A free budget planner lets them keep track of their spending.
This helps advisers see affordability and gaps in protection upfront, supporting better Consumer Duty outcomes and more tailored recommendations.
Marney Magee, managing director of Magee Mortgage Solutions, said: “I am incredibly excited about this partnership and the benefits and efficiencies it will give my business.
“Scanning bank statements, and other documents as well as completing a budget planner are extremely important parts of our job, but they are also very time-consuming.
“Having Sikoia provide this quickly will help us do more business and build closer relationships with our clients as we can provide that detail to them when they need it in their new app.”
Alexis Rog, founder and CEO of Sikoia, said: “YAVIA has created a genuinely customer-first experience, and it’s exciting to see our technology powering that journey.
“Embedding our document processing at the very start gives brokers cleaner data from day one, shortens case handling times and makes the whole process easier for customers applying for mortgages or loans.”
Joanne Cole, founder of YAVIA, said: “Partnering with Sikoia gives advisers cleaner data, fewer touchpoints, and a far more efficient case journey from the very first interaction.
“By capturing documents and expenditure information upfront, advisers gain immediate visibility of a client’s financial position including monthly spending.
“It also gives a clear overview of the protection premiums clients are already paying, helping build a full and accurate picture of their needs.”
Cole added: “Clients benefit from easy access on their mobiles and a clear view of their finances, while advisers benefit from better-quality information, reduced rework, and stronger consumer duty outcomes.
“Sikoia is a trusted partner across major mortgage networks and software providers, and together we’re raising the standard for how advice is delivered.”
