10 AI Prompts to Save Time as a Mortgage Broker This Week
Welcome to this week’s edition of The Mortgage Broker Broadcast, where we’re diving into part two of our mini-series on AI for mortgage brokers. If you’re self-employed, juggling admin, chasing leads, and trying to stay consistent with content, this episode is for you. It’s not about turning into a tech wizard—it’s about saving time, reducing overwhelm, and letting AI support your business behind the scenes.
Why Mortgage Brokers Should Embrace AI Now
AI tools like ChatGPT are already transforming industries across the UK, and the financial services sector is no exception. Yet, many mortgage brokers are still hesitant to adopt these tools—often due to lack of time, tech fear, or just not knowing where to start. That’s why this episode focuses on 10 practical prompts you can use this week to simplify tasks and reclaim your time.
Whether you’re writing emails, planning content, or chasing clients, these prompts will help you:
- Increase your efficiency
- Maintain consistency
- Reduce admin stress
- Improve client communication
Let’s break them down.
10 Time-Saving ChatGPT Prompts for Mortgage Brokers
1. Appointment Follow-Up Email
Prompt: “Write a professional follow-up email to a first-time buyer after our initial mortgage appointment, summarising what we discussed (affordability, deposit, and required documents) and reminding them to upload files to our portal.”
Why? Keeps your follow-up consistent and client-friendly, even when you’re busy.
2. Social Media Post on Decision in Principle
Prompt: “Create a LinkedIn post that explains what a decision in principle is, why it matters for first-time buyers, and how to get one. Make it friendly and around 150 words.”
Why? Builds trust and positions you as an expert.
3. Explain a Fixed Rate Mortgage in Plain English
Prompt: “Explain a fixed rate mortgage in plain English for a first-time buyer. Keep it friendly and short enough for a caption or video script.”
Why? Simplifies your client education process.
4. WhatsApp Reminder for Document Upload
Prompt: “Write a short, friendly WhatsApp message reminding a client to upload their documents ahead of tomorrow’s meeting. Include a link to the portal.”
Why? Improves efficiency without sounding pushy.
5. Monthly Newsletter Introduction
Prompt: “Write a warm and engaging intro to a mortgage broker’s monthly newsletter, encouraging clients to stay in touch or ask questions.”
Why? Boosts long-term client retention and engagement.
6. Email to Re-Engage Old Clients
Prompt: “Write a friendly email to past mortgage clients I haven’t spoken to in a year, checking in, offering a mortgage review, and inviting them to book a quick call.”
Why? Re-activates your existing database and sparks new business.
7. Blog Topic Generator
Prompt: “Suggest five blog post topics for a mortgage broker targeting first-time buyers and self-employed clients.”
Why? Ends content planning paralysis.
8. Website FAQ Explainer
Prompt: “Write a simple FAQ that explains the difference between a fixed rate and tracker mortgage for a broker’s website.”
Why? Improves your SEO and saves time answering repetitive questions.
9. Requesting Google Reviews
Prompt: “Write a warm and personal email asking a happy client to leave a review on Google. Make it easy for them to respond.”
Why? Strengthens social proof and builds credibility.
10. Local Market Update for Social Media
Prompt: “Write a Facebook post sharing a local interest rate update and how it might affect first-time buyers or remortgages. Keep it casual but informative.”
Why? Shows you’re current, knowledgeable, and approachable.
Why These Prompts Matter
These prompts are not about removing your personality from your business—they’re about removing the repetition. AI helps you get started faster, stay consistent longer, and serve clients better.
Using prompts like these means you can:
- Focus more on client relationships
- Free up time to work on your business
- Avoid burnout from content fatigue and admin overload
What’s Coming Next?
In upcoming episodes, we’ll explore:
- How to write better prompts
- Common mistakes mortgage brokers make when using AI
- How to build AI workflows into your daily operations
Don’t Miss Our Free Webinar
If you’re considering becoming a self-employed mortgage broker or want to grow your existing business, don’t miss the Foundations to Freedom webinar hosted by myself and Jonathan Needham:
- When: Wednesday 3rd July, 6PM
- What: Real steps to go self-employed, mistakes to avoid, and systems that give you freedom—not more work
- How: Register via the email in the show notes—it’s totally free
Final Thoughts
Start small. Use just one or two prompts this week and see what happens. The goal isn’t perfection—it’s progress. And remember, AI is not replacing you. It’s empowering you to work smarter, not harder.
If you’re ready to explore how AI can fit into your mortgage business or want support with your self-employed journey, head over to craigskelton.co.uk and book a discovery call.
**Stay motivated, stay positive, stay focused—**and as always, run your own race.