LVR Podcast

How Can AI Help the Mortgage Broking Industry?

Ruan Burger and Marissa Schulze Episode 46

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In the latest episode of the LVR Podcast, our hosts Ruan Burger from Success & Broker and Marissa Schulze from Rise High Financial Solutions dive into the rapidly evolving world of AI with Julian Fayad from Loan Options AI. As AI continues to reshape industries across the globe, we explore its potential impact on the mortgage broking industry. Julian shares his insights into how AI is already transforming the way brokers operate, the future of AI in lending, and the opportunities and challenges that lie ahead.

Whether you're curious about the practical applications of AI in your business and wondering how it might affect your role as a broker, this episode is a must-listen.

Key points:

  • We discuss the rapid advancements in AI technology over the years, and how quickly AI models are improving and becoming more sophisticated.
  • We explore how AI can streamline the broking process by handling straightforward "vanilla" deals, allowing brokers to focus on more complex cases that require the "human touch".
  • We discuss the future of the role of a broker, and that while AI will be able to handle a significant portion of simpler tasks, the role of the broker will become even more critical as they manage the more complicated and nuanced cases.
  • We highlight how AI can serve as a powerful assistant to brokers, enhancing efficiency and decision-making without replacing the need for human interaction.
  • We talk about the implications for administrative roles and how it might elevate staff to more strategic roles.

Key quotes:

"The broker needs to be in the driver's seat with the hands on the steering wheel, but the Tesla or the broker technology is going to be sort of keeping them in the lane, making sure they are focused on the road." - Julian

"Before you focus on the best deals you need to find out about eligibility first. So if the brokers can do that in seconds or in the case of an API response, 200 milliseconds or less, then how many deals can they assess?" - Julian

"AI is going to be disruptive, but it’s about harnessing that power to enhance the client experience and make our roles more impactful, not about being afraid of it." - Marissa

"If AI is taking over the simpler deals, brokers will need to adapt by becoming specialists in the more complex cases – that's where we'll truly add value in the future." - Ruan

"It's fascinating to see how quickly AI is evolving and what it means for the future of our industry, particularly in how we balance technology with the personal touch that our clients expect." - Marissa

"It's not just about AI doing the job faster; it's about using the time it frees up to deepen client relationships and improve t

Thank You To Our Hosts: Ruan Burger and Marissa Schulze


More From Marissa and her company, Rise High Financial Solutions:

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More From Ruan and his company, Success and Broker:

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