AI training for Australian mortgage and finance brokers.
Mortgage and finance brokers write. A lot. Deal narratives, lender submissions, compliance file notes, client portal messages, and policy research summaries all consume hours that could go into pipeline development or client relationships. AI can handle the first draft of most of it.
What AI looks like in Mortgage & Finance Brokers
We've worked with broker networks across Australia, including a national adoption sprint with Compare Mortgage Brokers Network that took 60 brokers from near-zero AI use to consistent weekly adoption in 90 days. The workflows that move the needle are deal narrative writing and lender policy research, and they're the ones we focus on.
Our training is practical and compliance-aware. We understand ASIC's responsible lending framework and build our guidance around what's appropriate in a licensed credit context.
Where AI helps in your practice
Deal narrative writing
Generate deal narratives and lender submission cover letters from a structured brief, saving 45-90 minutes per submission.
Lender policy research
Quickly extract and summarise relevant policy from lender PDFs and policy portals, the task that costs brokers the most unbillable time.
Client portal communication
Draft clear, client-friendly updates at every stage of the loan process: approval, conditional approval, settlement, in a consistent voice.
Compliance file notes
Turn brief notes and conversation summaries into structured compliance documentation that meets your aggregator and ASIC requirements.