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,...
From ChatGPT to Zapier: Essential AI Tools for Your Mortgage Business
Mortgage Broker Broadcast
10 minutes
4 months ago
From ChatGPT to Zapier: Essential AI Tools for Your Mortgage Business
Send us a text Ready to leverage AI in your mortgage business but not sure which tools actually work? This episode cuts through the hype to deliver exactly what self-employed mortgage brokers need. Tired of hearing about AI without practical advice on what to actually use? I've got you covered. After exploring how to write prompts and integrate AI into your workflows in previous episodes, today we're getting specific about the software that's worth your time. These aren't overhyped tech solu...
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,...
