The Daily Reality of Mortgage Broking in New Zealand
As a mortgage broker managing complex applications and client relationships, your day likely involves:
- Responding to 40-60+ client emails across multiple channels (many requiring specific responses about constantly changing bank policies)
- Converting detailed meeting notes into structured loan applications and client information
- Managing follow-ups for various applications at different stages across multiple lenders
- Drafting compliant advice documents while maintaining important industry connections
- Staying current with rapidly evolving lending criteria across numerous financial institutions
These administrative tasks can consume up to 60% of your work weekâvaluable time that could be spent with clients or developing referral partnerships that grow your business.
Start With Your Biggest Pain Point: Email Management
Training AI to Write in Your Professional Voice
Problem: Generic AI responses don't reflect the nuanced way you communicate with clients who trust you with their most significant financial decisions.
Solution: Create a personalised style guide the AI can reference when drafting responses.
Implementation:
- Select 3-5 emails you've written that showcase your approach to explaining mortgage concepts to clients
- Use Claude or ChatGPT Plus with this prompt: "I'm going to share samples of my writing. Please analyse my tone, vocabulary choices, and how I explain mortgage concepts. Then create a 'style guide' I can use for future writing tasks."
- Test with: "Using my style guide, draft an email to a client explaining why their bank declined their application and the alternative options we're pursuing."