SPF Private Clients, which employs more than 200 people and has been part of the Howden Group since 2022, will use LendWell’s platform across mortgage and protection case workflows. The technology is designed to handle document preparation, case follow-up and administrative coordination, using the context already present in a case to carry out defined tasks for adviser review. Professional responsibility for advice remains with SPF’s advisers; LendWell’s scope is the operational and administrative layer around those decisions.

The platform’s commercial proposition targets a well-documented structural problem in mortgage broking: a substantial share of skilled adviser time is consumed by administration rather than client-facing work. LendWell extracts information from documents, calls and communications, links it to supporting evidence, and surfaces it within the case workflow for adviser sign-off. The aim is to increase throughput without a proportional increase in headcount.

Jamie Lawless, co-founder and chief executive of LendWell, said: “Mortgage technology has spent years digitising processes, but digitising manual work isn’t the same as removing it. Too much mortgage expertise is still consumed by administration. The aim isn’t to replace professional judgement, it’s to make better use of it.”

James Rodea, managing director at SPF Private Clients, said the firm was drawn to LendWell’s focus on reducing the work around advice while integrating with its existing systems, giving it flexibility to introduce the technology on its own terms.

The SPF agreement follows LendWell’s earlier deployment with Finance Solutions , the mortgage broking arm of Howden Ireland, described as Ireland’s largest mortgage broker.

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