effectively. 3. Social media: Whether you’re new to social media or you’re a pro influencer, AI can help you to create social media posts (with hashtags, key messages and emojis) so that you can reach potential clients. Once your post is created, AI can schedule it to go live at a specific time and it can also tell you how many views and reactions it generated (otherwise known as audience engagement) so you can see how successful it was. 4. Streamlining communications: AI can help draft emails to clients, communicate 24/7 via chatbots, set appointments, and even manage routine enquiries, allowing you to focus on complex, client-specific issues. 5. Client Relationship Management (CRM): AI can be integrated into CRM systems to manage client data more effectively. It can track interactions, predict client needs based on past behaviours, and alert brokers to potential opportunities, helping you to find the most personalised lending solutions for your clients. Getting started with AI – the essentials 1. What do I need: which aspects of your work could benefit most from automation and efficiency? 2. Research AI tools: look for AI tools which are user-friendly and will help you to take your amazing client support to the next level! 3. Recommendations: ask friends and colleagues for their thoughts on AI tools that they use. 4. Start small: test one or two AI tools. For example, you might begin with an AI-based scheduling tool to help you manage your diary. 5. Training: many AI providers offer training and support for new users so make sure to sign up. Integrating AI into your daily operations as a mortgage broker doesn’t mean replacing the human touch that's crucial to your role. Instead, it's about helping you to be more efficient and effective, so that you can focus on what you do best: building relationships and finding the right solutions for your clients. 15 WINTER MORTGAGE NEWSLETTER
RkJQdWJsaXNoZXIy NzAxMDUz