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, credit files, and ID in minutes, plus integrated sourcing that handles the bulk of criteria matching while leaving exceptions to expert judgment. Property data and automated valuations flag mismatches early, saving you from down valuation headaches and awkward calls later. Then we dive into communications: zero-inbox workflows that draft emails in your tone, proactive rate and criteria alerts to your team, and voice features that let you dictate, summarize, and respond faster without sacrificing quality.
If you’ve ever wished your fact finds felt like real conversations, you’ll love Colibri. It cues the right questions, tracks progress live, and remembers soft facts that make relationships stick. It also spins long chats into short, shareable clips so you can practice GEO—search everywhere optimization—and stay visible where clients actually look. Along the way, Ifthikar lays out a smart adoption plan: start with outcomes, try no-code agents, avoid tool sprawl, and keep compliance and transparency front and center.
The future may bring aggressive AI-native competition from big tech and banks, but brokers who combine operational sharpness with genuine human advice will win. Make your process effortless and your presence memorable. If this conversation helps you think differently about your firm’s next step, follow the show, share it with a colleague, and leave a quick review. It helps more brokers find ideas they can use today.
I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk
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