Case study
Zaylo AI CRM
AI-powered CRM for Mortgage Brokers
Zaylo is an AI-powered CRM built for mortgage brokers that automatically reads emails, extracts client information from documents, and organizes deals—helping brokers reduce manual admin work and focus on closing loans.
Industry
Mortgage & Finance
Timeline
6 weeks
Focus
SaaS MVP Development • AI Workflow Automation • Product Design +
Product gallery
Key screens, flows, and UI states from Zaylo AI CRM. Designed to feel like a real, working product—not just a Dribbble shot.
Within six weeks, we delivered a production-ready SaaS MVP that automated key broker workflows and significantly reduced administrative overhead.
The problem
Why this product needed to exist
Mortgage brokers handle hundreds of emails, financial documents, and client requests daily. Traditional CRMs require heavy manual data entry and document management, which slows down deal processing and increases operational overhead.
The product we built
Our approach and the experience we designed
We built Zaylo, an AI-powered CRM that automatically reads incoming emails, extracts key client information from financial documents, and organizes everything into structured deal pipelines. The platform helps brokers manage clients, documents, and loan applications from one intelligent dashboard.
AI Email Intelligence
Zaylo automatically reads broker emails, identifies clients and conversations, and organises them into the correct deal pipelines.
Automated Document Processing
The system extracts structured data from documents like bank statements and payslips, eliminating manual data entry.
Smart Deal Pipeline
Brokers can track loan applications across stages while AI suggests next actions and organises information.
How we shipped it
- 1Week 1 — Product discovery & workflow mapping
Defined mortgage broker workflows and designed the product architecture and core CRM features.
- 2Weeks 2–3 — Core CRM MVP
Built contact management, deal pipelines, and the broker dashboard.
- 3Weeks 4–5 — AI email & document automation
Integrated AI to categorize emails and extract structured data from client documents.
- 4Week 6 — Launch & deployment
Optimised the system, refined the UI, and deployed the SaaS platform to production.
Extra impact
- Document Processing Accuracy
- 95%
- Time Saved Per Loan Application
- 4+ hours
In their words
“Zaylo completely changed how we manage clients and documents. Tasks that used to take hours now happen automatically.”
Mortgage Broker
Director
