Blog
What we’ve built, what we’re considering, and how it works for mortgage and other regulated industries.
- 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.
- 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.
- 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.
- 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.