Blog
What we’ve built, what we’re considering, and how it works for mortgage and other regulated industries.
- GovernanceOctober 28, 2026
The AI demo is easy. Getting it approved is the hard part.
Most firms have tried AI agents and few have scaled them. The reason is rarely the AI. It is what the firm needs before an agent touches real files: limits, approvals, required steps and a record.
- RoadmapOctober 28, 2026
What we’re building: AI that works a mortgage file from first lead to funded
Seven AI agents, one for each stage of a file, each checked by Broker AI before anything reaches a client or lender, and each waiting for the broker’s approval. Built now and being tested with one broker.
- GrowthOctober 28, 2026
The one-person brokerage: AI does the assistant’s work, the checks catch the mistakes
A one-person biotech just ran eight consultants and eleven outside labs with AI. It also shows what goes wrong without a second set of eyes, and why a broker working this way needs checks before anything leaves the desk.
- GovernanceOctober 28, 2026
AI use policy template for brokerages, agencies and lenders
A free, plain-language AI use policy you can adapt: approved tools, what AI is never used for, client data rules, checks on client-facing messages, escalation and the record.
- IndustriesOctober 28, 2026
What do Ontario insurance brokers need in an AI policy?
RIBO expects a licensed broker in the loop and transparency about customer-facing AI. What that means for a brokerage’s AI policy, and how to show it is followed.
- IndustriesOctober 28, 2026
Is it safe for a regulated lender to run loan documents through Claude or ChatGPT?
It can be, on the right account with the right checks. What to confirm about the AI vendor, what never goes in, and how commercial and consumer lenders differ.
- GovernanceOctober 28, 2026
Is it safe to connect ChatGPT or Claude to loan servicing data? What to check first
Connecting an AI assistant to servicing systems is a vendor decision, a data decision and an access decision. Seven things a lender or servicer should check before switching it on.
- GovernanceOctober 28, 2026
How to choose an AI provider or workflow platform for a regulated firm
Eight things to check before a brokerage, agency or lender approves an AI tool or workflow platform: training, retention, security reports, data location, firm control, connections, audit logs and breach terms.
- GovernanceOctober 28, 2026
Licensing software keeps you licensed. What keeps your AI in line?
Financial firms buy licensing software to track licences, renewals and filings. AI use is a separate compliance job: what AI tools are allowed, what they write, and the record.
- GrowthOctober 11, 2026Video
Cost per lead is the wrong number. Judge your mortgage ads by funded files.
The cheapest leads are often the most expensive ones. How to follow each ad campaign from spend to funded file, and what to watch in the 30–90 days before files fund.
- Product updatesOctober 11, 2026
See what funds on day one: import your past leads
Bring last year’s leads in from a spreadsheet or CRM export. Broker AI shows which sources and campaigns funded, and client details never leave your computer.
- GovernanceOctober 11, 2026Video
How does a brokerage govern AI without banning it?
Your brokers already use AI. A firm can decide which tools are allowed, what they’re never used for, and keep a record, without reading anyone’s client conversations.
- IndustriesOctober 11, 2026
Can mortgage brokers and loan officers use ChatGPT or Claude with clients?
Yes, with guardrails: an approved tool, no client data where it doesn’t belong, and client-facing messages checked against the firm’s advertising, disclosure and fair-lending rules.
- IndustriesOctober 11, 2026
Do insurance agencies need an AI use policy?
Agents are already drafting client emails with AI. What regulators expect, what an agency AI policy covers, and how to check what reaches policyholders.
- GovernanceOctober 11, 2026Video
Why every company using AI needs guardrails outside the model
AI is how work will get done. The rules a company answers for shouldn’t depend on which model an employee picked this week. The case for guardrails that sit outside the model and work the same across all of them.
- GovernanceOctober 11, 2026Video
What should a compliance officer ask before the firm approves AI?
Ten questions for compliance officers and principal brokers deciding how their people may use AI, from which accounts are allowed to what the record will show an examiner.
- GrowthOctober 11, 2026Video
How can an independent mortgage broker grow revenue without a bigger ad budget?
More revenue usually comes from the leads and partners you already have: calling the right lead first, keeping referral partners warm, and cutting ad spend that never funds.