Mortgage Brokerage

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Mortgage case manager carrying lender requirement documents past an overflowing filing cabinet in a UK brokerage office at dawn
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How to Use Claude Cowork for Mortgage Document Automation: A UK Broker’s Guide

Your case managers spend three hours a day chasing documents. Claude Cowork handles it autonomously with Scheduled Tasks and Dispatch. Here is how to set it up.

Marco Lobo
Marco Lobo·2 Apr 2026·7 min read