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E92: Future-Proofing Mortgage Brokers with AI
In this episode, we break down a McKinsey report on how global organizations are adopting AI—and what it means for mortgage brokers right now. From marketing and sales to compliance and service operations, we explore where AI is already transforming financial services and how you can leverage it to futureproof your business.
You’ll also hear about Rob Macalister’s take on “vibe coding” and why AI may soon make developing your own tools as common as using email. If you’ve ever wondered whether AI will replace jobs or actually create more opportunities, this episode gives you a clear look at both the risks and the upside.
Timestamps
00:00 – Why mortgage brokers need to develop new skills
00:40 – Introduction and overview of the McKinsey AI report
01:26 – Who McKinsey is and why their data matters
02:36 – Breaking down the first chart: AI use in financial services
05:11 – What brokers actually do (sales, service, legal, marketing, IT)
07:06 – How to start using AI in day-to-day broker activities
08:38 – Report data: hiring challenges in AI-related roles
11:17 – Why this matters for mortgage brokers (Rob Macalister’s article)
13:52 – How AI unlocks opportunities for brokers to build tech
15:35 – The job loss question: what the survey really shows
18:28 – Which roles and functions will actually grow with AI
20:27 – Where brokers should focus to futureproof their careers
21:17 – Final thoughts and call to action
Listen if you’re a mortgage broker who wants to:
Understand how AI is reshaping the industry
Learn which skills will be critical in the next 3 years
See how to apply big-picture trends directly to your business
👉 Don’t forget to like, comment, and subscribe for more insights on mortgage technology and the future of the industry.
#MortgageBroker #AI #MortgageTech #RealEstate #FutureOfWork
View all episodes
By Tom HallIn this episode, we break down a McKinsey report on how global organizations are adopting AI—and what it means for mortgage brokers right now. From marketing and sales to compliance and service operations, we explore where AI is already transforming financial services and how you can leverage it to futureproof your business.
You’ll also hear about Rob Macalister’s take on “vibe coding” and why AI may soon make developing your own tools as common as using email. If you’ve ever wondered whether AI will replace jobs or actually create more opportunities, this episode gives you a clear look at both the risks and the upside.
Timestamps
00:00 – Why mortgage brokers need to develop new skills
00:40 – Introduction and overview of the McKinsey AI report
01:26 – Who McKinsey is and why their data matters
02:36 – Breaking down the first chart: AI use in financial services
05:11 – What brokers actually do (sales, service, legal, marketing, IT)
07:06 – How to start using AI in day-to-day broker activities
08:38 – Report data: hiring challenges in AI-related roles
11:17 – Why this matters for mortgage brokers (Rob Macalister’s article)
13:52 – How AI unlocks opportunities for brokers to build tech
15:35 – The job loss question: what the survey really shows
18:28 – Which roles and functions will actually grow with AI
20:27 – Where brokers should focus to futureproof their careers
21:17 – Final thoughts and call to action
Listen if you’re a mortgage broker who wants to:
Understand how AI is reshaping the industry
Learn which skills will be critical in the next 3 years
See how to apply big-picture trends directly to your business
👉 Don’t forget to like, comment, and subscribe for more insights on mortgage technology and the future of the industry.
#MortgageBroker #AI #MortgageTech #RealEstate #FutureOfWork
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