Sector

Mortgage & Regulated Advice

Cut re-keying by up to 70%.

Document intake and case progression workflows that strip re-keying out of the day, with the audit trail compliance teams expect.

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The cost we see
Up to 70%
manual re-keying cut by broker teams.
60%
advice-process lead time cut in leading deployments.
Compliance
and document density dominate the operational load.
Where we start

First workflow: clean intake, no re-keying.

Document intake and classification; re-keying reduction across case progression; adviser-grade chasing and internal handoff with clean audit trail. Entry tier: Tier 3.
Document intake
Classified on receipt, fields extracted cleanly into the case file.
Re-keying removed
One source of truth across origination, sourcing and case-management systems.
Adviser-grade chasing
Clients chased on the right cadence, in the adviser's voice.
Audit trail
Case progression captured for compliance, with a rollback path on every step.
What changes

What the team sees inside the first month.

Documents classified on receipt; fields extracted cleanly.
Re-keying across systems removed.
Case progression audit trail clean by default.

Re-keying out. Audit trail in. Advice cycle visibly faster from week one.

Blash Advisory · Sector promise
The fit

Start fixed-fee. Upgrade only when the numbers are in.

The entry tier proves the workflow against a baseline. The next tier compounds on top, against the same numbers, never a fresh story.
Recommended start

Tier 3

Core Workflow Setup. Managed Operations available on multi-team roll-out.
Other sectors

A first workflow matched to your sector.

Sector pages show the workflow we typically install first, the baseline we measure, and the tier that fits.
Trades & home services
Stop missing jobs.
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Estate & Lettings Agencies
Win instructions on response speed.
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Accountants & Bookkeepers
Remove client chasing, proposals, data entry admin.
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Recruitment
Cut the 17.7 hours/vacancy of manual admin.
Explore
Legal Services
Intake, drafting and matter updates, tightly governed.
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Shared Services (Enterprise)
Controlled scale with auditability.
Explore
Start with a 30-minute diagnostic

One call. One workflow. A live install in a fortnight.

We’ll agree the baseline, the metric, and the tier on the call. You’ll leave with a written scope and a fee you can sign off the same day.
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