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E87: AI Tools for Mortgage Brokers...Where Are They?
Mortgage Tech Talks
16 minutes 46 seconds
2 months ago
E87: AI Tools for Mortgage Brokers...Where Are They?
In this episode of Mortgage Tech Talks, we set out to uncover AI tools built specifically for mortgage brokers. But what started as a simple research mission turned into a much bigger realization: there aren’t really standalone AI tools just for brokers—and maybe that’s the point.
Instead, we explore how brokers are actually using tools like ChatGPT, Fathom, and voice AI dialers, and why the future of AI in the mortgage industry might be less about new standalone apps and more about embedding AI capabilities into existing platforms like Velocity and BluMortgage.
If you’ve ever wondered “What AI tools should I actually be paying attention to as a mortgage broker?”—this is the episode for you.
⏱️ Timestamps
0:00 – Why AI still needs context (it’s not end-to-end, it’s “middle-to-middle”)0:17 – How mortgage brokers actually fit into AI workflows0:33 – Why standalone “Mortgage AI” apps don’t make sense0:54 – Introduction to today’s episode1:20 – Looking for AI tools built specifically for mortgage brokers2:04 – The search: are there broker-only AI tools?3:00 – Google search results and first impressions4:07 – Testing ChatGPT for broker-specific AI recommendations5:22 – Four main categories of AI tools brokers are using6:01 – ChatGPT as a thought partner, not just a search engine6:36 – Note-taking AI tools like Fathom, Fireflies, and Otter7:15 – AI dialers and voice tools (Voiceflow, Blend)7:52 – OCR/document reading tools for income and docs8:18 – Why none of these tools are truly “broker-only”9:00 – Why ChatGPT is good enough to replace niche tools11:06 – How ChatGPT might eat up other use cases12:25 – Why AI growth may be slowing down (deceleration vs acceleration)14:10 – The limits of AI: still needs context and human oversight15:20 – The future: AI embedded in existing broker tools16:21 – Final conclusions and takeaways
👉 If you found this discussion valuable, don’t forget to like, subscribe, and drop a comment with your thoughts on AI in the mortgage space. Do you think we’ll see broker-specific AI tools, or will ChatGPT and existing platforms be enough?