Scattered client data
Client information, documents, decisions and notes end up spread across too many places.
Zoho-powered adviser operating system
Pilot every application from enquiry to approval.
AdviserPilot gives mortgage and financial advice firms one guided place to manage client applications, documents, compliance evidence, lender submissions, follow-ups and AI-assisted file preparation.
by Automate.CX
Powered by Zoho
Agentic AI inside the workflow
Designed for NZ & Australia advice firms
The real problem
Advice firms are not short of software. They are short of control.
Applications still leak across email, spreadsheets, file folders, adviser notes and disconnected follow-up lists. Now AI adds another risk: confidential client data being copied into unmanaged tools with no shared guardrails.
Inconsistent file evidence
Scope, rationale, discussions and confirmations are too often captured as loose notes.
Manual document chasing
Advisers and admins lose time asking for documents, checking status and rebuilding packs.
Shadow AI risk
Every adviser using their own AI tool creates privacy, consistency and audit problems.
Agentic AI at the centre
Your advisers should use AI. Just not as a free-for-all.
AdviserPilot is designed around a controlled AI workspace for advice firms: approved prompts, role-based access, adviser review, evidence capture and AI agents working inside the client journey.
Instead of advisers copying confidential client data into random AI tools, AdviserPilot brings AI into the operating system where the firm can control how it is used.
Intake Agent
Document Agent
File Prep Agent
Compliance Evidence Agent
Review Trigger Agent
The operating system
One adviser workbench. One client portal. One complete application trail.
AdviserPilot turns the adviser journey into a guided process, not a pile of disconnected tasks. The adviser stays in control, while the system handles the heavy lifting around data, documents, reminders, evidence and AI-assisted preparation.
Adviser Workbench
A command centre for applications, next actions, document gaps, AI-prepared notes, tasks and stage progress.
Client Portal
Clients see a clear next action, complete their fact find, upload documents and confirm key information.
Evidence Layer
Scope, expense conversations, lender rationale, confirmations and file activity are captured around the application.
Client experience
Clients see the next step, not your back office.
A client should not need to understand your CRM, lender process or admin workflow. They need one obvious next action, a simple upload experience and confidence that the application is moving.
Guided fact find
Save-and-return client journey designed for real-world applications.
Document upload centre
Clear requested, uploaded, being checked and approved statuses.
Progress visibility
Clients see where they are without seeing internal complexity.
Client vault
A foundation for ongoing reviews, documents and future advice.
Workflow map
From enquiry to approval, every step has an owner and a next action.
AdviserPilot starts with mortgage applications because the pain is immediate: fact finds, document collection, file review, lender packs, approvals, settlement and refix follow-ups.
Compliance evidence
Designed to support better advice records, without pretending software replaces judgement.
AdviserPilot helps structure the evidence that already matters: what the client gave you, what the adviser reviewed, what changed, what was recommended, what was submitted and what happens next.
AI helps prepare the file, but advisers approve the work. The system is there to reduce gaps, not remove professional responsibility.
Product roadmap
Mortgage first. Broader advice modules coming in Version 2.
The first release focuses on mortgage application workflow. Version 2 is planned to extend the same client operating system into insurance, KiwiSaver and investment advisory modules.
V1: Mortgage
Fact find, document control, application workbench, submission and follow-up.
V2: Insurance
Needs analysis, policy review, evidence capture and annual servicing.
V2: KiwiSaver
Review workflow, contribution prompts and advice record support.
V2: Investments
Client goals, review workflow, implementation tracking and ongoing servicing.
“The real opportunity is not replacing advisers with AI. It is giving advisers a controlled operating system where AI does the preparation, the adviser keeps judgement, and the firm keeps the evidence.”
AdviserPilot by Automate.CXBook a workflow demo
See how AdviserPilot could fit your advice firm.
The best demo is not a generic software tour. We will map your current application workflow, identify the biggest control gaps and show how AdviserPilot can bring the journey into one adviser operating system.
For principals
Better visibility, less process leakage and clearer file quality signals.
For advisers
Less admin drag, faster preparation and one place to manage the application.