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,...
Transforming Mortgage Broking: How to Integrate AI into Your Daily Process
Mortgage Broker Broadcast
12 minutes
4 months ago
Transforming Mortgage Broking: How to Integrate AI into Your Daily Process
Send us a text Looking to reclaim hours in your workweek and eliminate the frustration of repetitive tasks? This episode tackles the game-changing potential of integrating AI into your daily mortgage broker workflow. Most brokers have dabbled with AI tools, but the real transformation happens when artificial intelligence becomes embedded in your regular processes. I walk through a practical Monday-to-Friday framework showing exactly how AI can support different aspects of your business throu...
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,...
