Forward the email.
Get the diary doc back.
An email based assistant for mortgage advisers. Forward your client communication. Fredd scans the documents, follows up on anything missing, and drafts the diary doc ready for your review.
inbox to application in minutes.
How it works.
Nothing leaves the loop between you and your client.
Right now those documents sit in an inbox indefinitely, get forwarded between devices, and nobody can say for certain who has seen them. Here they are encrypted, filed and access controlled from the moment they arrive.
If we cannot show you where a file sits and who can reach it, we have not done our job.
Why we built it.
You are a mortgage adviser, not an administrator.
We built this so you can focus on building relationships with clients, not writing emails or manually scanning documents.
It is an email address, not another system.
You are not uploading client documents into a portal and hoping for the best. There is nothing to install and nothing to log into. You forward an email, exactly the way you already forward emails.
Forwarded, not uploaded
The documents travel the same way they already do, as an email attachment you send. There is no portal and no upload screen.
More secure than an email
Your inbox is not built to be a client document vault. Forwarded threads pile up indefinitely and nobody can say who has actually read them. The moment a document reaches Freddt it leaves that state, it is encrypted, access controlled, and no longer just sitting in a general inbox.
Filed against your account
Everything that arrives is encrypted at rest and tied to your account. It is not pooled with anyone else's clients.
Nothing installed anywhere
No plugin on your machine, no extension in your browser, no agent sitting inside your network. One email address is the whole integration.
Common questions.
Do I have to replace my CRM?
No. Freddt sits beside whatever you already use. Your CRM, your process and your client relationships stay exactly as they are.
Will it email my clients without me knowing?
Never. It drafts the message and shows it to you. Do nothing and nothing goes out.
Where does my client data actually go?
Into your own encrypted storage and nowhere else. Not shared, not sold, not used to train any model. Ask and we will send the full data flow in writing for your compliance file.
What if it gets something wrong?
You catch it, because nothing reaches a lender or a client without passing through you. It will not invent a figure to fill a gap.
How long does setup take?
About five minutes. You get an address to forward to. Nothing to install.
Can it read scans and photos?
Typed PDFs and documents, yes. Photos and scans get flagged for you to check rather than quietly skipped.
What does it cost?
It is not the cheapest thing you will buy, and it is not trying to be. One diary note is most of an evening. Weigh it against the hours it hands back and the deals you can take on instead. Get in touch and we will talk numbers against your volume.
See it on a real mess.
We will run a genuinely messy sample case for you, the kind with a deposit that does not match the story and spending nobody explained. Compare what comes back to what you would have written. If it does not save you an afternoon, walk away.