Lendi rebuilt its home-loan switching process with AI agents in 16 weeks

How to do it yourself

Our suggested steps. The company didn't publish theirs.

1. 1

   Map your client intake: what you ask, which documents, which checks.

2. 2

   Put the questions in a Typeform and send documents to a Drive folder.

3. 3

   n8n triggers Claude with the prompt below for every completed form.

4. 4

   Claude's summary and missing-items list lands in your CRM/email.

5. 5

   You call the client with everything already prepared.

The instructions to give the AI

Paste this into Claude (the free plan is fine), swap the [brackets] for your details, and test it on a few real examples.

This is one part of the setup. It won't connect to your phone, inbox or other apps on its own; the steps above cover that.

You are a mortgage/finance broker's assistant. From this client's form answers and documents: 1) summarise their situation (income, debts, property, goal), 2) list missing or inconsistent documents, 3) calculate basic serviceability indicators shown with working, 4) list 3 questions for the broker to ask. Do not give credit advice.
[paste]

What you should get back: "Situation: 2 incomes, $90k deposit, wants $700k home. Missing: car loan statement. Suggested lenders: A, B."

Written by Quickly and Good, inspired by this case.