Building AI into Your Workflow: A Game-Changer for Mortgage Brokers

Building AI into Your Workflow: A Game-Changer for Mortgage Brokers

Welcome to this week’s edition of The Mortgage Broker Broadcast. I’m your host, Craig Skelton—mortgage business owner, mentor and coach, here to help self-employed mortgage brokers and business owners build the business they truly want.

Whether you’re just starting out with your CeMAP certificate in hand, running an established firm, or scaling your business to new heights, this podcast is all about sharpening your mindset, navigating the daily self-employment challenges, and building sustainable growth.

In this week’s episode, we’re getting into one of the most powerful applications of AI for mortgage brokers: building AI into your daily workflow. This isn’t about experimenting with AI once and forgetting about it. This is about embedding it into the way you work so it consistently saves time, reduces stress, and brings more structure to your business.

Why Workflows Matter More Than Ever

Let’s face it: as a mortgage broker, you don’t need another spinning plate. You need systems that reduce mental load, create consistency, and buy back your time. AI isn’t here to make life more complicated—it’s here to simplify. And it can only do that if it becomes a consistent part of your week.

So ask yourself: is your current workflow working for you, or are you constantly feeling behind?

Here’s the truth—most brokers are overwhelmed by:

Writing follow-up emails
Posting regularly on social media
Chasing clients for documents
Summarising meeting notes
Creating newsletters

These are the exact types of tasks that AI can take off your plate—but only if it’s part of your routine.

How to Use AI in Your Weekly Workflow

Let’s break this down by the working week with examples of how to embed AI tools like ChatGPT into your schedule:

Monday:

Content Creation Day

Use AI to draft 3 LinkedIn posts, a weekly newsletter, and a blog outline.
Example prompt: “You’re a mortgage broker creating a LinkedIn post for self-employed clients. Write a friendly, 150-word post explaining how income is assessed.”

Tuesday:

Document Follow-Up Day

Automate WhatsApp-style reminders to chase ID and proof of income.
Example prompt: “Write a friendly WhatsApp message reminding clients to upload ID documents before Friday.”

Wednesday:

Appointment Summary Day

Summarise client meetings using bullet points or meeting recordings.
Example prompt: “Turn these notes into a professional follow-up email confirming next steps.”

Thursday:

Client Education Day

Generate plain-English social posts or email content for mortgage basics.
Example prompt: “Write an Instagram caption explaining what a remortgage is in simple terms for first-time buyers.”

Friday:

Review & Plan Day

Use AI to help plan next week and reflect on progress.
Example prompt: “Create a weekly to-do list based on managing 10 active cases and 3 new leads. Draft a content plan for next week.”

The Benefits of Embedding AI into Your Workflow

When you commit to using AI every week, you unlock huge advantages:

Consistency
- No more irregular social posting or forgotten follow-ups.
More Headspace
- Free your mind from repetitive admin and mental clutter.
Time-Saving
- Reclaim hours that can be spent advising, learning, or recharging.
Energy Boost
- You’ll feel more in control and less drained by the small stuff.
Business Clarity
- Systems replace guesswork, helping you stay on the front foot.

Common Questions and Misconceptions

1. Won’t AI Make My Content Sound Robotic?

Only if you copy and paste without reviewing. Use the AI output as a draft, tweak it in your own voice, and inject your personal style.

2. Is It Compliant?

Yes—as long as you’re not using AI to give regulated advice. For content, avoid including direct advice or calls to action unless you’re adding standard disclaimers.

3. Does It Take Long to Learn?

Not at all. Most prompts take minutes to write, and the more you use AI, the more efficient you become.

Action Steps: Get Started This Week

Here’s how to take action right now:

Pick One Task
- Something that slows you down or frustrates you (e.g. social posts, emails).
Write One High-Quality Prompt
- Use this structure: Role, Task, Tone, Context.
Schedule 20 Minutes a Day
- Block time to use AI for that task this week.
Save Your Best Prompts
- Start building your own prompt library in Google Docs or Notion.
Layer It In
- Add one new AI task per week to build long-term habits.

Final Thoughts

Embedding AI into your workflow isn’t about replacing yourself. It’s about amplifying your efforts so you can show up more powerfully, consistently and with less stress. Start small, stay consistent, and keep refining as you go.

Over the next few weeks, we’ll dig deeper into which AI tools and apps work best for brokers, and how to use them for maximum impact. But for now, just get started. Pick that one task. Write that one prompt.

If you’re enjoying this series, please follow, leave a review, or share the podcast with a broker who needs it.

And don’t forget—Thursday, 3rd of July at 6PM is our free live webinar: Foundations to Freedom. If you’re thinking about becoming self-employed or you’re early in your journey, this session with Jonathan Needham and myself will give you the clarity, systems and mindset to build the business you want.

Until next time, remember: run your own race.