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,...
The Grass Isn’t Always Greener (But Sometimes It Is)
Mortgage Broker Broadcast
9 minutes
1 month ago
The Grass Isn’t Always Greener (But Sometimes It Is)
Send us a text Thinking about leaving your mortgage network—or wondering if you should stay and push for change? We walk through a clear, practical way to make the call without burning bridges or bleeding income. You’ll learn how to separate short‑term frustration from long‑term fit, the exact contract clauses that shape your exit, and the steps that protect your pipeline, renewals, and client trust during a move. We start with the big trap: reacting to a bad month or peer pressure. Then we ...
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,...
