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Looking to reclaim hours in your workweek and eliminate the frustration of repetitive tasks? This episode tackles the game-changing potential of integrating AI into your daily mortgage broker workflow.

Most brokers have dabbled with AI tools, but the real transformation happens when artificial intelligence becomes embedded in your regular processes. I walk through a practical Monday-to-Friday framework showing exactly how AI can support different aspects of your business throughout the week: content creation on Mondays, document follow-ups on Tuesdays, meeting summaries on Wednesdays, client education content on Thursdays, and review/planning on Fridays.

The benefits extend far beyond mere time-saving. When AI becomes part of your routine, you'll experience more consistency in your business, gain valuable headspace by eliminating the need to constantly reinvent the wheel, reclaim hours that can be invested elsewhere, and preserve your mental energy for tasks that truly require your expertise and human touch.

I address the common concerns that hold brokers back from fully embracing AI: fears about sounding robotic (easily fixed by tweaking AI output to match your voice), compliance worries (AI is compliant when used appropriately), and concerns about the learning curve (which is much gentler than most anticipate).

Ready to start? I provide clear, actionable steps to begin building AI into your workflow this week: pick one task that consistently slows you down, write one good prompt using the role-task-tone-context framework I shared in last week's episode, schedule just 20 minutes daily to implement this solution, and build from there by adding one new task weekly.

Don't forget to register for our free "Foundations to Freedom" webinar on Thursday July 3rd if you're considering self-employment or looking to level up your existing mortgage business. Visit craigskelton.co.uk to book a discovery call and learn how I can help you reach your goals for the second half of the year.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Struggling to make AI tools work for your mortgage business? You're not alone. Many brokers try ChatGPT but end up disappointed because they're missing the fundamental skill that transforms AI from mediocre to magnificent: writing effective prompts.

This episode breaks down the simple four-part formula that will immediately improve your AI results. Think of ChatGPT like a new, eager employee who doesn't yet understand your business or communication style—without clear guidance, you'll get generic content that wastes your time and doesn't reflect your voice.

We explore the critical ingredients every prompt needs: Role (who the AI should act as), Task (exactly what you want created), Tone (the style and feeling you want conveyed), and Context (your audience and purpose). This straightforward approach eliminates frustration and ensures consistency across all your content.

You'll discover practical examples you can use immediately, from client follow-up emails and social media posts for self-employed clients to video scripts for your website. Plus, learn which common prompt mistakes sabotage your results and how to build a personal prompt library that saves you hours each week.

The AI revolution is transforming how mortgage brokers work, but only for those who master prompt writing. Take the weekly challenge: craft one high-quality prompt using our formula and create something valuable for your business. Share your results—I'd love to hear how this approach works for you!

Don't miss our upcoming "Foundations to Freedom" webinar on July 3rd, where Jonathan Needham and I will cover what it takes to succeed as a self-employed mortgage broker. Register through the link in the show notes or message me directly for details.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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The explosive growth of AI tools has created both opportunity and confusion for mortgage professionals. Are you leveraging this technology effectively, or falling into common traps that could harm your business?

In this practical episode, we cut through the AI hype to explore the five most damaging mistakes mortgage brokers make when implementing tools like ChatGPT. From writing vague prompts that produce generic content to the dangerous practice of using AI for regulated advice, these pitfalls can quickly transform AI from helpful assistant to business liability.

The secret to successful AI implementation lies in understanding its proper role in your business. Rather than viewing it as a replacement for your expertise, savvy brokers use AI to handle the administrative tasks and routine communications that consume valuable time. When properly deployed, AI becomes a 24/7 assistant that enhances your efficiency without compromising your authentic voice or professional judgment.

You'll discover how to write effective prompts that generate useful content, properly edit AI outputs to maintain your unique voice, identify which tasks should remain human-centered, and integrate these powerful tools into workflows that genuinely reduce your stress rather than creating new problems. The goal isn't AI dependence, but rather strategic implementation that allows you to focus on the client relationships and expert service that truly differentiate your business.

Stay tuned for next week's episode, where we'll dive deeper into prompt engineering techniques that will help you get the absolute most from ChatGPT and similar tools. And don't forget to register for our free "Foundations to Freedom" webinar on July 3rd, where Jonathan Needham and I will guide you through the journey to successful self-employment as a mortgage broker.

Ready to transform your relationship with technology and build a more efficient, less stressful mortgage practice? Listen now and discover how to make AI work for you – not the other way around.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Ready to save hours every week without becoming a tech expert? This practical episode delivers exactly what busy mortgage brokers need - 10 ready-to-use ChatGPT prompts that tackle the repetitive tasks eating away at your productive time.

We dive straight into actionable content with clear, jargon-free explanations of what makes an effective prompt before revealing ten powerful examples you can copy and use immediately. From crafting professional client follow-up emails to generating social media content that positions you as an expert, each prompt addresses a specific pain point in the mortgage broker workflow.

Imagine having perfectly drafted emails ready within seconds, consistent client communications even on your busiest days, and fresh content ideas that keep your social media presence active without the usual creative struggle. These prompts aren't about replacing your expertise – they're about handling the repetitive drafting so your knowledge and personality can shine through where they matter most.

The real power comes from understanding how these small time savings compound. When you're not spending precious mental energy on routine communications and content creation, you can focus on high-value client interactions, complex cases, and strategic business growth. Think of ChatGPT as your always-on team member, ready to assist with the groundwork so you can deliver outstanding service where human expertise matters.

This episode is part of our practical AI mini-series designed specifically for mortgage professionals who want better results without becoming technology experts. Want to transform your workflow and reclaim your time? Listen now, and don't forget to join our upcoming free webinar "Foundations to Freedom" on July 3rd if you're considering the self-employed route in mortgage broking.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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The mortgage industry is changing rapidly, and AI stands at the forefront of this evolution. While 75% of financial firms have already embraced artificial intelligence, mortgage brokers are noticeably trailing behind – not because they're resistant to change, but because they're simply too busy keeping up with clients, lenders, and compliance demands.

This episode cuts through the tech jargon to deliver practical insights on how busy mortgage brokers can leverage AI tools like ChatGPT without technical expertise. We're not talking about robots replacing advisors – we're exploring how you can reclaim precious hours by automating repetitive tasks. Imagine drafting comprehensive follow-up emails in seconds rather than minutes, creating consistent social media content without the stress, summarizing dense lender documents instantly, and translating complex mortgage terms into client-friendly language effortlessly.

For self-employed mortgage brokers who started their businesses seeking freedom and flexibility, AI offers a path back to those foundational goals. By working smarter rather than harder, you can reduce administrative burdens while growing your business and improving client experiences. Whether you're just starting out or running an established brokerage, implementing these AI strategies now puts you ahead of the curve in an industry where 58% of brokers recognise AI's potential but haven't yet made the leap. Don't miss our upcoming content, tools and resources specifically designed to help mortgage professionals harness AI effectively. The future is already here – make it work for you, not against you. Also, be sure to register for our free "Foundations to Freedom" webinar on July 3rd to discover the real steps to successful self-employment as a mortgage broker.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Have you ever felt that persistent inner voice urging you to break free and build your own mortgage brokerage? Craig welcomes back Jonathan Needham just four weeks after his previous appearance to address the remarkable feedback their conversation generated among brokers contemplating self-employment.

The pair dive deep into why so many qualified mortgage professionals struggle to make the leap from employment to independence. They explore how current employers often undermine confidence by planting seeds of doubt and how family and friends who don't understand the industry might unintentionally discourage your entrepreneurial dreams. As Jonathan powerfully notes, "A cemetery is littered with people who wished they'd done something about that little voice."

Both hosts share their perspective on the challenges of transitioning to self-employment, from managing impostor syndrome to balancing client work with business development. They emphasize that simply being good at arranging mortgages isn't enough – success requires understanding how to work both IN and ON your business. For those with aspirations to build and eventually sell a brokerage, they touch on what creates true business value beyond personal production.

What sets this conversation apart is the hosts' abundance mindset and genuine desire to help fellow professionals succeed. Unlike recruitment efforts with hidden agendas, Craig and Jonathan are motivated purely by helping brokers establish themselves on better platforms to execute their plans. This authentic approach resonated strongly with listeners of their previous episode, revealing a significant need for honest guidance in the industry.

The episode concludes with the announcement of a free, anonymous webinar on July 3rd (6-8pm), offering a comprehensive roadmap for those considering self-employment. Join Craig, Jonathan, and successful brokers who've made the journey from employment to ownership as they share practical advice, answer questions, and provide the support you need to turn your dream into reality. What's holding you back from taking the leap?

To book your space on the webinar, email [email protected]

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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The decision to bring someone new into your mortgage broking business isn't one to take lightly. When the pressure mounts—whether from unexpected staff departures or overwhelming workloads—the temptation to make quick hiring decisions becomes almost irresistible. But as this episode reveals, panic recruiting almost always leads to costly mistakes that can damage your reputation, drain your energy, and derail your growth plans.

At the heart of successful recruitment lies a crucial mindset shift. You'll never find another version of yourself—and that's actually a good thing. Too many broker-owners unconsciously search for clones when they should be looking for complementary skills and perspectives unified by shared values. The most successful teams don't mirror their leader; they expand capabilities while maintaining alignment on what truly matters: client service, ethical standards, and business vision.

Values alignment emerges as the non-negotiable foundation of smart hiring. While mortgage knowledge can be taught, core values rarely change. The podcast explores practical interview approaches that reveal a candidate's true priorities—including why those overly fixated on commission splits often make poor long-term team members. You'll discover why your intuition matters during recruitment and how to spot the subtle warning signs that someone isn't right for your business, regardless of their impressive CV. Most importantly, you'll learn why recruitment doesn't end when someone accepts your offer—it's just beginning. Proper onboarding and mentorship determine whether your investment in a new team member pays off or becomes another costly false start.

Ready to build a mortgage broker business that grows through careful, values-based recruitment rather than reactive hiring? Subscribe to The Mortgage Broker Broadcast, share with fellow brokers facing similar challenges, and visit craigskleton.co.uk to book a discovery call about taking your business to the next level. Remember—choose team members wisely, because they'll either multiply your effectiveness or drain your energy. There's no more important business decision you'll make.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Finding the perfect home for your mortgage broker career isn't just about chasing the highest commission split—it's about creating an environment where you can truly thrive. In this candid conversation, I dive deep into what mortgage professionals should consider when choosing a firm or network, revealing why this decision impacts everything from your daily satisfaction to your long-term success.

Most brokers focus solely on the financial aspects when evaluating potential firms, but as I explain, the cultural alignment and value match are equally crucial. Working in an environment that contradicts your professional philosophy creates constant friction that eventually leads to burnout. I share real-world examples of brokers who've stayed in misaligned positions far too long, simply because changing seemed too difficult.

Before committing to any firm, proper due diligence is essential. Be aware of recruitment tactics where you're being "sold" rather than guided. Ask critical questions about management style, compliance procedures, and contractual obligations. What happens if you want to leave? Are there penalties or restrictions? These factors often get overlooked in excitement about headline commission rates.

The psychological cost of working in the wrong environment can be devastating to your confidence and motivation. If you're feeling that disconnect already, don't fall into the trap of waiting until year-end to make changes. Every month in the wrong firm is a month of lost opportunity and unnecessary stress. Your business deserves to be built on solid foundations that support your vision, not just your current income needs.

Ready to evaluate your current situation or explore new opportunities? Visit craigskeltoncouk to book a discovery call where we can discuss how to find or create the ideal environment for your mortgage broker business. Your career is too important to compromise—take control and build the business you deserve.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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What happens after the case completes? For most mortgage brokers and protection advisors, client engagement often drops dramatically post-sale. Yet that's precisely when the real opportunity begins.

Joanne Cole returns to the podcast to discuss how BrokerIQ (soon rebranding to Your Advisor Here) has evolved over 18 months into a comprehensive client engagement platform that's transforming how advisors maintain relationships with clients long after the initial sale.

The catalyst for creating this technology came from Joanne's own experience as an advisor, when she realised she was handing clients lever arch folders filled with policy documents and expecting them to remember all the benefits they were paying for each month. "Is this really what I'm presenting to my client in this digital age?" she wondered.

This platform helps advisors meet Consumer Duty requirements by documenting ongoing client communication and ensuring products remain suitable throughout their lifecycle. Unlike CRMs that focus on the sales process, this solution specializes in the post-sale journey – sending automated reminders about policy benefits, simplifying annual reviews, and creating a single digital location where clients can access all their financial information.

The impact extends beyond compliance. By providing clients with a branded app experience where they can access all their policies (including valuable add-on benefits like 24/7 GP services), advisors enhance retention while ensuring clients get full value from products they've purchased. This proves especially effective with younger clients who expect digital-first experiences but might otherwise overlook protection products.

As Joanne explains, "The client relationship does not stop when you complete your mortgage process or protection policies. It continues very much after that." By embracing technology that automates regular touchpoints without sacrificing the personal connection, advisors can build deeper relationships while freeing time to focus on what they do best – solving problems and providing expert guidance.

Connect with Joanne on LinkedIn or visit their website to discover how enhanced client engagement can transform your practice and ensure your clients receive ongoing value from

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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The mortgage industry is undergoing a technological revolution, yet many brokers remain hesitant to embrace these changes. Robert Rusu, founder of My Social Goals, returns to the podcast to share his insights on how AI and automation are transforming mortgage businesses—not by replacing advisors, but by eliminating the administrative burdens that lead to burnout.

As someone who entered the mortgage space without prior industry experience, Robert brings a fresh perspective to longstanding inefficiencies. He noticed that mortgage brokers spend countless hours on repetitive tasks: chasing documents, following up with leads, and managing administrative processes that could be automated. This observation led him to develop customized workflow solutions that integrate with CRM systems to handle these tasks automatically.

What makes Robert's approach unique is his focus on burnout prevention. While other companies may offer similar technological solutions, he recognizes that the true value lies in freeing advisors from the soul-crushing administrative work that distracts them from their core purpose. By implementing these systems, brokers can rediscover the vision that brought them into the industry in the first place.

The resistance to adoption often stems from fear—fear that AI will eventually replace human advisors or that the learning curve is too steep. However, Robert emphasizes that the cost of inaction far exceeds the investment required to implement these solutions. Those who embrace technology now position themselves ahead of competitors who may have more industry experience but lack technological efficiency.

For brokers feeling overwhelmed by technology or uncertain where to start, the message is clear: you don't need to become an AI expert overnight. Working with specialists who understand both the technology and the specific needs of the mortgage industry can provide the shortcuts needed to transform your business without the weeks of research and trial-and-error that Robert himself went through.

Ready to prevent burnout while maximising growth? Visit Robert's website or book a discovery call to explore how technology can become your silent partner in building a more sustainable, efficient mortgage business.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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