Advice you can prove. Cases you can pick up.
Every consultation is a fact-find. Evidia captures each one accurately, grounds your recommendation in what the client actually said, and keeps a defensible record that turns a weeks-long application into continuity your whole firm can rely on.
- Stored in the EU
- Encrypted in transit and at rest
- Kept apart with row-level security
- Reviewed by people before follow-up
Why it matters
Every consultation is a fact-find — and a liability.
A mortgage application spans weeks of calls across client, advisor, lender and notary. Figures captured wrong, advice not evidenced, context lost at hand-off — each one is a mis-selling risk and a stalled completion.
Figures captured by hand
Income, deposit, commitments and credit history written down in a hurry — and a wrong number becomes a wrong recommendation.
Advice hard to evidence
When suitability is questioned, the conversation that justified the recommendation is already gone.
Hand-offs lose context
A colleague picking up the case mid-application starts from scratch — or worse, from notes.
How Evidia fits
From first fact-find to completion, on the record.
One transparent pipeline over every consultation in the case.
Capture every consultation
Fact-finds, reviews and lender calls — on any platform — recorded and transcribed as source evidence.
Keep the figures exact
Income, deposit, commitments and circumstances preserved verbatim, not paraphrased.
Track the case
Request documents, submit to the lender, book the valuation — each an owned action item linked to its call.
Ask the case file
Query every consultation on the case; answers come back with the meetings that support them.
Prove the advice
An auditable record of what was discussed and recommended stays behind every case.
Capture
Capture every consultation, accurately.
Every fact-find, product review and lender conversation is recorded, transcribed and preserved as evidence — so the figures and circumstances that drive the recommendation are exact, not approximate.
- Speaker-aware transcripts as source evidence
- Every client and lender call in one place
- Figures preserved verbatim, not paraphrased
Remortgage fact-find · de Vries
ReadyAdvisor · Just to confirm — your household income is €94,000 and the deposit is €78,000?
Client · That is right. We have about €4,200 a month in commitments between us.
Advisor · Noted — that puts us firmly in the 70% LTV band for a ten-year fix.
Income €94,000 · deposit €78,000 · ~€4,200/mo commitments → 70% LTV, ten-year fix.
Evidence-backed advice
Proof of what was discussed and advised.
Every recommendation traces back to what the client said about their circumstances. When suitability is reviewed, the basis for the advice is already there — the conversation, the figures, the moment it was given.
Every recommendation points back to the consultation.
Advisor · Noted — that puts us firmly in the 70% LTV band for a ten-year fix.
Remortgage fact-find · de Vries
Fact-find
Income €94,000 · deposit €78,000 · ~€4,200/mo commitments → 70% LTV, ten-year fix.
Memory & Ask
Pick up any case where you left off.
Ask across every consultation on the case and get an answer that references the calls behind it — the outstanding documents, the lender's conditions, the client's preference on the fix.
What is still outstanding on the de Vries remortgage?
Three months' payslips are still outstanding, the lender has conditionally approved the 70% LTV ten-year fix subject to a satisfactory valuation, and the client prefers completion before the 28th. [1][2]
Sources
- 1 Fact-find · 02 Jul
- 2 Lender call · 10 Jul
Only the case team sees the file — by design.
What changes
Cases that stay accurate, end to end.
Defensible advice
Every recommendation sits on a record of the circumstances and figures behind it.
Exact fact-finds
Income, deposit and commitments captured verbatim — no number lost to a hurried note.
Clean hand-offs
Any advisor can pick up the case with full, evidenced context — no restart, no guesswork.
Faster completion
Outstanding documents, lender conditions and valuations stay tracked, owned and visible.
Regulated, auditable advice
Built for advice you can defend.
Permissions, case scope and retention decide who sees a file and how long the record lives. Evidia fails closed — it never reveals a client's circumstances to someone outside the case.
EU-hosted
Client data hosted in the European Union, under EU jurisdiction.
Case-only access
Consultations and recommendations are bounded to the case team — nothing leaks wider.
Retention under control
Configurable retention and deletion, so client records do not outlive their purpose.
Traceable AI output
AI output is structured, transparent and traceable to the consultation it came from.
Put every consultation on the record.
Start capturing every fact-find, or book a walkthrough tuned to your firm.