Case Study: John Charcol saves time and scales mortgage advice with Rareloop

John Charcol saves 30 minutes per mortgage case with Rareloop

John Charcol, a UK-based independent mortgage advisor, faced significant operational challenges due to fragmented and disconnected third-party systems. This lack of integration forced advisors to manually re-enter data across platforms, leading to inconsistent processes, limited visibility on case progress, and a high risk of human error. To overcome these growth barriers, John Charcol partnered with digital agency Rareloop to modernize their entire mortgage case journey.

Rareloop designed and delivered a custom digital back-office system built in Laravel, which centralized and automated the mortgage workflow. The solution integrated with existing tools like Pipedrive and Twilio to create a connected process, automating data capture, document generation, and client communications. This resulted in advisers saving 30 minutes per mortgage case, which equates to 400 hours and the capacity of 2.5 full-time employees saved every month, significantly reducing administrative workload and operational costs.

John Charcol