The word from Sikoia as they forge a new partnership;
Sikoia, provider of automated customer verification checks, has announced a new partnership with YAVIA, the digital platform built to streamline how brokers manage mortgage and protection cases. The collaboration connects YAVIA’s customer-focused front-end app with Sikoia’s AI document processing solution, creating a faster, cleaner and more intuitive experience for brokers and the customers they support.
By introducing intelligent document collection and processing at the earliest opportunity, brokers can cut down the friction and back-and-forth that often slows down applications. Clients now only need to upload documents once, in a simple and guided interface, with the key information automatically extracted and validated.
With Sikoia integrated into YAVIA’s onboarding experience, data is captured accurately at the moment it is provided – cutting rework, eliminating common errors, and freeing advisers to focus more time on delivering personalised advice.
With the Sikoia–YAVIA integration, clients will benefit from secure mobile access to their real-time expenditure data within their adviser-facing tool. This includes a complimentary budget planner that enables clients to track and manage their own spending. This ensures advisers gain a clear, upfront picture of affordability and protection gaps, supporting stronger Consumer Duty outcomes and more tailored, ongoing customer-centric recommendations.
Marney Magee, Managing Director of Magee Mortgage Solutions, said: “I am incredibly excited about this partnership and the benefits and efficiencies it will give my business. Scanning bank statements, and other documents as well as completing a budget planner are extremely important parts of our job, but they are also very time-consuming. Having Sikoia provide this quickly will help us do more business and build closer relationships with our clients as we can give provide that detail to them when they need it in their new app.” Marney is a long-term user of YAVIA.
YAVIA’s customer journey sits right at the front of the broker workflow, so this integration marks the first time Sikoia’s document processing solution is deployed before the mortgage CRM system.
“YAVIA has created a genuinely customer-first experience, and it’s exciting to see our technology powering that journey,” said Alexis Rog, Founder & CEO of Sikoia. “Embedding our document processing at the very start gives brokers cleaner data from day one, shortens case handling times and makes the whole process easier for customers applying for mortgages or loans.”
Joanne Cole, Founder of YAVIA, said: “Partnering with Sikoia gives advisers cleaner data, fewer touchpoints, and a far more efficient case journey from the very first interaction. By capturing documents and expenditure information upfront, advisers gain immediate visibility of a client’s financial position including monthly spending. It also gives a clear overview of the protection premiums clients are already paying, helping build a full and accurate picture of their needs.
“Clients benefit from easy access on their mobiles and a clear view of their finances, while advisers benefit from better-quality information, reduced rework, and stronger Consumer Duty outcomes. Sikoia is a trusted partner across major mortgage networks and software providers, and together we’re raising the standard for how advice is delivered.”
The partnership reinforces both companies’ commitment to improving the broker–customer experience, while opening the door to wider mortgage and protection use that benefit from reliable automation.
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