Hi and welcome to this week's the Mortgage Broker Broadcast . I'm your host , craig Skelton . I'm a mortgage business owner mentor and coach , and I'm here to help self-employed brokers and business owners build the business that they want . This is the podcast that's made for mortgage brokers , every single level . Whether you're just starting out with the C-Map in your hand , or you're running your own mortgage broker firm , or you're focused on growing and scaling your existing business . This podcast is all about helping you grow your business , sharpen your mindset and deal with the day-to-day challenges of being self-employed . And this week we're getting into something that is so important and a real game changer when it comes to AI for mortgage brokers and that's how to actually build it into your day-to-day workflow . So not just playing around with it , not just trying it once and then forgetting about it and giving up . I'm talking about making AI part of how you work every single week , every single day , to save time , reduce that mental load and stay consistent , because knowing what AI can do is one thing , making it part of your process that's when the results really start to show up . Before we get into podcast , just a quick reminder that on Thursday , the 3rd of July , 6pm , jonathan Needham and I are running a free live webinar through the broker foundry called Foundations to Freedom , and if you're thinking about going self-employed or you're early in your journey and want more support and structure , this session is for you really will cover the transition , the systems you need and how to build a business that gives you real freedom . You can register from the link in the show or just send me a message directly and we'll book your seat on that webinar . And if you're enjoying this series , then please give me a like or follow or leave a review . It helps more brokers find the podcast and keeps me motivated to share what works .
Speaker 0So let's just get into the podcast and look at why AI is so important to build into your workflow
. So , first of all , why do workflows matter ? Let's start with that mind shift . First of all , ai isn't here to add more to your plate , give you another plate to spin . That's the last thing you need as a mortgage broker . It's here to take the edge off the stuff that really slows you down . So you might have already got a workflow and a process , but the question is is it actually working for you ?
Speaker 0Most brokers I speak to are overwhelmed with general tasks like follow-up emails or posting on social media , or chasing clients for documents , or drafting newsletters or putting together summarizing notes after that first appointment . Ai can support all of that , but only if you build it into your daily routine . So what can AI do for your daily , weekly workflow ? First
of all , let's break it down into simple , repeatable tasks that you can automate or delegate to AI each week . So let's say , monday is your weekly content creation day . Well , use ChatGP to generate three LinkedIn posts an email newsletter , a blog outline if you write one , and I really do suggest you do use a blog for your website if you're not using one already . So yeah , monday is content creation and use ai . So give it the prompts . You're a mortgage broker creating a linkedin post for self-employed clients . Write a friendly post explaining how income is assessed . Keep it 150 words and make it relatable .
Speaker 0Monday . So make sure you're using AI so that will speed up the process for Monday in terms of your content creation . So that's just one prompt that you could use that built into your content creation day on a Monday using ChatGPT . So Tuesday could be your document follow-up day . So you ask AI to write a WhatsApp-style message chasing missing documents using friendly , short prompts to save time . So that example would be write a polite and friendly WhatsApp message reminding clients to upload their ID documents before Friday . Done , we'll create that for you . You've told them what to do and that's a good prompt .
Speaker 0So Wednesday could be where you put all your meetings from the past seven days . So look at the appointments you've had the last seven days and you want to use AI to help you summarize those points . And you want to use AI to help you summarize those points so you could paste in like rough bullet points or even the recording of the meeting , if you've got that in Teams . Or you record your audio and then ask AI to turn them into professional summaries or follow-up emails . And the prompt would be turn these bullet points or turn these recording into a follow-up email confirming next steps after a mortgage appointment . And then on Thursday , you do your client education post so you can use ChatGPT to write one or two plain English explainers for things like decisioning principles or remortgage versus product transfer . So the prompt example for that would be write an Instagram caption explaining what a remortgage is in plain English and suitable for first-time homeowners . So that's your educational post done on Thursday .
Speaker 0So Friday review and plan day . For those who listened to my podcast before , you know , I'm keen to make sure that you review on Friday and then plan the following week on Friday , so you can use AI to do that as well , because if AI has got integrated with stuff like your to-do list , then you could use AI to summarize what's going on this week , what you've done , generate a to-do list for the following week , generate a content plan for next week or even draft a checklist for next week too , so AI can help with all that . And again , prompts are key with that . So your prompt could be create a weekly to-do list for me for next week , managing the 10 active cases that I've got , managing those three new leads that have come in this week , and then create a monthly newsletter as well .
Speaker 0The more you embed AI into your process , the more you embed AI and give it access to what you do and the apps you use and your documents , the more that can help with your review and your plan . So that's just like it can be a week of a typical Monday to Friday of things that you need to do as a mortgage broker , as a business owner . You could do things different days . Absolutely , you could do all things on one day doesn't really matter . I'm just trying to explain how you can get AI integrated with what you do day in , day out , to make sure that it helps with what you need to do process-wise and your workflow-wise , week in , week out .
Speaker 0So let's look at the benefits of building AI into
your workflow . So when you make AI part of your routine , you're going to get more consistency , showing up every single week online and in emails and with your clients . It will help give you more headspace , which is so important as a broker , as a business owner , you stop reinventing or trying to reinvent the wheel and staring at blank screens looking for creation when you don't need to do that . Use AI and then that will give you more time . You can reclaim the hours you spend advising so you can see more clients , or you can spend more time learning or spending more time just switching off . Whatever works for you . It will give you more time . However you want to use it is up to you . Which then will lead to more energy , because the little repetitive tasks aren't draining your mental . Why does it give you more energy ? Well , because the little repetitive tasks aren't draining you anymore like they normally do . When you're using AI , you start to feel like you're in control again . You're not just reacting day in , day out , week in , week out . You're creating systems that support you , support your business and the life that you want .
Speaker 0So let's look at the common questions and misconceptions with regards to AI . First
one is won't it all sound robotic ? And it will If you just copy and paste without reviewing ? Will it sound robotic ? Absolutely , but what you need to do is use that output as a draft , then tweak it into your voice using words that you use . So just make sure you don't copy and paste to avoid being sounding robotic .
Speaker 0Is AI compliant ? The next thing I get often asked about is that is AI compliant ? And yes , it is , as long as you're not using AI to give regulator advice ? So it depends on what you're using it for . So if you are , say , for example , general rule with content is that give advice or there's a call to action there , it needs a normal disclaimers on . So if you don't want to put all the disclaimers on , it needs a normal disclaimers on . So if you don't want to put all the disclaimers on , use the prompt and tell it not to offer advice or put a call to action in there , and then you will be able to do to do that and you know that your content is compliant and also as well using ai . Moving on from content , think about admin and planning and your communications . You are still in control with it . So , yes , it will be compliant , as long as you use it for the right reasons .
Speaker 0Does ai take too long to learn ? Well , absolutely not . It's sort of most of this takes minutes . Once you've written your first few prompts , start with what I'd say is start with one day a week and then build from there . The quicker you embrace it , the more you embrace it , as with everything , the quicker you'll then build from there . The quicker you embrace it . The more you embrace it , as with everything , the quicker you'll learn . Build it into your process , build it into your workflow and you will learn all about AI , which that leads on to sort of probably actions that you can do to get started with AI . So the last thing I want to talk about is actionable steps to get started with AI , so how to start building the AI into workflow this week .
Speaker 0So the first thing to do
is just pick one task . Simple . That's all I want you to do . Pick one task that slows you down . Whether that's email , social media , whatever it is , it doesn't really matter . Write one good prompt using the structure that I shared last week on the podcast last week , which was role , task , tone , context . So use that the four ingredients , use that structure and then schedule 20 minutes a day to use chat gpt for that task and then save your prompts for next week and then just build from there One new task in each week , build it onto another one and then just build from there . Introduce one new task every single week with AI and just build on those habits but layer it from there . So this week , pick one task , write a good prompt using the ingredients , using the structure , schedule 20 minutes a day for that task and then save your best prompts and build the front there . So that's it .
Speaker 0That's this week's the mortgage broker broadcast , which again , I know we're focused on ai quite a lot recently , obviously doing this series about ai , but I really want to encourage brokers and business owners to embrace AI into their business and sort of see how much time it can save
as a business owner , as a mortgage broker . So just embrace it . Yes , there is loads of things to look . When you sort of see AI , it can be very confusing what apps to use , what tools to use , how to use that which I will talk about that over the next few weeks as well , in terms of podcasts and talk about . We've talked today about building it into a process . We've talked about building it into a workflow . Then , over the next few weeks , we're going to talk about even more about what apps to use and how they can benefit within what you're doing day to day . So we are going to build from there , but I do really want to encourage brokers and business owners to embrace AI to help run their businesses . So that's it . That's this week's the Mortgage Broker broadcast .
Speaker 0Thanks for listening , thanks for watching and if you found it helpful , as always , please like , please share , please follow , give your review . Helps more brokers discover the show . Remember the webinar on Thursday , the 3rd of July . So if you're thinking about becoming self-employed or existing self-employed mortgage broker , register for the webinar that Jonathan Needham and I are doing at six o'clock on Thursday , the 3rd of July . And if you are thinking about becoming a self-employed mortgage broker or you want to launch your own brand and business , or ready to set your existing business to the next level . Go to my website , craigskeltoncouk , book a discovery call or just get in touch and let's just have a chat about how I can help you reach your goals for the second half of the year . And remember , as always , please don't forget to run your own race .