Master AI for
mortgage success
Gain practical AI skills to enhance efficiency, streamline workflows, and deliver exceptional customer experiences in your mortgage brokerage.
Event Details
Time
09:00 AM – 03:00 PM AEST
Location
Level 13, 555 Collins Street
Melbourne, VIC 3000
Date
Friday, 8 August 2025
Your roadmap to AI mastery
Introduction
Welcome and overview of the day's agenda. Setting expectations for what you'll learn and how to implement it.
ChatGPT: Advanced Capabilities
Deep dive into ChatGPT's advanced features and how to leverage them for mortgage documentation, client communication, and market analysis.
Advanced Effi Bot
Hands-on session with Effi's AI assistant, learning how to customize and train it for your specific brokerage needs.
Social Media Viral Marketing
Learn how to use AI tools to create engaging content that attracts clients and positions you as a thought leader in the mortgage space.
ChatGPT: Agent Capabilities
Explore how to build custom GPT agents that can handle specific tasks in your mortgage workflow, from pre-qualification to settlement.
AI Comparison
Side-by-side comparison of different AI tools available for mortgage brokers, helping you choose the right solutions for your business.
Fintech Lenders (Session 1)
Discover how AI is transforming lending decisions and how to work effectively with fintech lenders to get faster approvals for your clients.
Lunch
Networking opportunity with fellow mortgage professionals while enjoying a catered lunch.
Fintech Lenders (Session 2)
Continue exploring fintech lending platforms and advanced strategies for working with digital-first lenders to optimize approval rates and client outcomes.
Future of Effi and AI Roadmap
Preview upcoming AI features in the Effi platform and develop a strategic roadmap for implementing AI in your brokerage over the next 12 months.
Highlights from March 2025
Experience the knowledge, networking, and transformation from our March 2025 event. Join us in August 2025 for another exceptional opportunity to advance your AI skills.
Backed by data
A recent industry study of AI implementation in mortgage brokering revealed significant benefits for professionals who adopted advanced AI tools including:
faster initial approvals, according to the Mortgage Bankers Association. This dramatic reduction in processing time allows brokers to handle a greater volume of applications and deliver quicker results for clients.
reduction in document verification time. By automating administrative and operational tasks, AI frees up brokers from manual work to focus on high-value activities like client relationships and strategic growth.
increase in qualified lead generation. AI-powered personalization and predictive analytics help identify and nurture high-intent prospects, significantly improving conversion rates and business growth opportunities.
Everything you need
for AI transformation
Master AI fundamentals
Learn the core concepts of AI and how they specifically apply to mortgage brokering and financial services.
Boost productivity
Discover how to automate repetitive tasks and streamline workflows to process more applications in less time.
Enhance client experience
Create personalized client journeys with AI-powered insights that anticipate needs and provide tailored solutions.
Accelerate approvals
Learn how AI can help you prepare flawless applications that meet lender requirements the first time, reducing approval times.
Optimize lead generation
Implement AI-driven marketing strategies that identify and attract high-quality leads with greater conversion potential.
Future-proof your business
Stay ahead of industry changes with a strategic AI implementation plan that adapts to evolving market conditions.
What attendees are saying
"I walked into Broker vs AI feeling overwhelmed by tech — and left with tools I could implement the next day. My workflow is now twice as efficient, and my clients are noticing the difference."
Amila
Mortgage Broker
"This event was a game-changer. Not only am I saving hours every week on admin, but I've also picked up new ways to wow my clients with faster, smarter service."
TJ
Mortgage Broker
"If you're serious about staying ahead in this market, you need to get to this event. The AI tools I discovered here have given me a serious edge over my competition. I've been to a lot of industry workshops, but none have delivered this level of practical, ready-to-use value."
Sajith
Mortgage Broker
See the transformation
Watch real mortgage brokers share their experiences and the impact AI has had on their businesses after attending our events.
Chirstians's AI Transformation
"It's not competition, it's collaboration. I have already sign up for the upcoming events and shared with my friend..."
Elisha Carroll on Saving time with AI
"It's a time saver really and time to sort of get with the time. I've got a lot of friends that are mortgage brokers..."
Marjan Afzali's Client Experience Revolution
"We want to use smart solutions for our client. It's very important we get our self upgraded ...."
FAQs
Ready to transform your brokerage with AI?
Join us for this exclusive one-day event and gain the skills, insights, and strategies you need to stay ahead in the rapidly evolving mortgage industry.
Limited seats available. Reserve your spot now.