Send us a text Change has arrived for mortgage brokers, and it looks less like robots taking jobs and more like hours of admin melting away so real advice can shine. We sit down with Ifthikar Mohamed chartered accountant, broker, and founder behind Mortgage X and the AI Toolkit—to map how practical AI can speed the journey from inquiry to offer without losing the human touch that clients rely on. We start with the big shifts since last year: streamlined onboarding that pulls bank statements,...
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Send us a text Change has arrived for mortgage brokers, and it looks less like robots taking jobs and more like hours of admin melting away so real advice can shine. We sit down with Ifthikar Mohamed chartered accountant, broker, and founder behind Mortgage X and the AI Toolkit—to map how practical AI can speed the journey from inquiry to offer without losing the human touch that clients rely on. We start with the big shifts since last year: streamlined onboarding that pulls bank statements,...
Designing a Broker’s Life: Systems, Boundaries, and Sanity
Mortgage Broker Broadcast
9 minutes
1 month ago
Designing a Broker’s Life: Systems, Boundaries, and Sanity
Send us a text If your calendar runs your life, this conversation hands you the keys back. We unpack a practical framework for self‑employed mortgage brokers to protect energy, sharpen focus, and grow a sustainable business without living on email at midnight. From smart structure to flexible routines, we walk through the habits, systems, and boundaries that turn constant busyness into repeatable momentum. We start with the why—how unmanaged stress quietly chips away at health, client care, ...
Mortgage Broker Broadcast
Send us a text Change has arrived for mortgage brokers, and it looks less like robots taking jobs and more like hours of admin melting away so real advice can shine. We sit down with Ifthikar Mohamed chartered accountant, broker, and founder behind Mortgage X and the AI Toolkit—to map how practical AI can speed the journey from inquiry to offer without losing the human touch that clients rely on. We start with the big shifts since last year: streamlined onboarding that pulls bank statements,...
