The Intermediary – September 2025 - Flipbook - Page 89
administrative burden on brokers and
their teams. It also helps to mitigate
the risk of falling foul of the latest
compliance regulations.
Other benefits include: ongoing
compliance monitoring; early
identification of risks; and reduced
audit preparation times.
Market analysis
AI excels at analysing large datasets,
making it a powerful tool for
understanding mortgage market
trends and gleaning insights. Brokers
can use AI to track key metrics like
interest rate changes, housing market
data, and economic indicators. This
can help brokers stay informed and
offer beer advice to clients.
By identifying paerns in the
market, AI can also help brokers
anticipate changes before they occur,
providing a competitive edge in a
fast-moving industry. This helps with
planning and identifying growth
opportunities. For brokers, the key
benefits of AI for market analysis
include: real-time insights into
market conditions; enhanced client
advisory services; and beer mortgage
product matching.
Time management
Beyond client-facing tasks, AI can
support brokers behind the scenes
by managing schedules, prioritising
tasks, and automating daily
routines. From sorting your inbox to
organising your calendar, AI-powered
productivity tools help keep your day
running smoothly.
This can be particularly valuable
for brokers juggling a high volume
of enquiries, client meetings, and
paperwork, as it frees up time
for relationship building and
strategic planning. Some of the
main advantages of using AI for
productivity include: streamlined
workflows; less time spent on
administrative processes; improved
focus on revenue-generating tasks.
embrace it stand to gain even bigger
advantages in efficiency, accuracy,
and client service. Whether you’re
an independent broker or part of a
larger firm, incorporating AI into
your operations can help you meet
growing client expectations and
regulatory demands.
By starting small and building
gradually, mortgage brokers can
unlock the full potential of AI. It
makes their services smarter, faster,
and more competitive, which is great
news for both you and your clients. ●
Mo r t g a g e p r o f e s s i o n a l s h ave
a d u t y t owa r d s t h e i r c l i e n t s t o
protect their personal data.
Th e r e f o r e , p l e a s e r e f r a i n f r o m
i n c l u d i n g a ny p e r s o n a l d a t a
in large language models and
Do more with AI
p l a t f o r m s t h a t m ay c a r r y a r i s k
AI is making big changes to the
mortgage sector, and brokers who
o f b r e a c h i n g t h e p r i va c y l aw s .
September 2025 | The Intermediary
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