10 ChatGPT Prompts to Transform Your Mortgage Business

The miniseries is all about AI and this week is 10 chat GPT prompts that will save you time this week as a mortgage broker and , as I've said before , do not worry , it's not about tech . It's about making your life easier and how AI can help do some of the things that you do not want to do or hate to do as a mortgage broker and business owner .

So I'm your host , craig Skelton . I'm a mortgage business owner mentor and coach , and I'm here to help self-employed brokers and business owners build the business that they want . This is the podcast that's made for mortgage brokers out there at every single level .

Whether you're just starting out with the CMAP in your hand , or you're running your own mortgage broker firm , or you're focused on scaling and growing your existing business , this podcast is all about helping you grow your business , sharpen your mindset and navigate the day-to-day challenges of being self-employed .

Before we get into the podcast this week's episode , if you enjoy the podcast , please subscribe , please leave a review and share it with other mortgage brokers and business owners .

This helps us reach and support more mortgage brokers just like you , and if you are thinking about making a move to become self-employed , or if you're already self-employed , it really matter . I've got something else for you , too . On Wednesday , the 3rd of July , at 6pm , jonathan Needham and I are in a free live webinar as part of the broker foundry .

The webinars call foundations to freedom , and it's all about the path to becoming a self-employed mortgage broker . We'll be sharing the real steps to going self-employed , what mistakes to avoid , what systems you actually need and how to build a business that gives you freedom , not just more work . And so , if that's

something that you're interested in , see the show notes and the email addresses in there , send the email and to register your place , it's totally free , and you will leave the webinar with clarity , structure and the confidence you need to face what is next within the self-employed

world . So back to this week's episode of the Mortgage Broker Broadcast and AI . So , as I said , if you did see last week's episode , you know that I started talking about the power of AI in your business and , more specifically , how brokers like you can use tools like ChatGPT to save time and reduce the overwhelming feeling .

If you didn't catch the first one , then go back , give it a listen . It's the start of the mini-series that I'm doing around AI for mortgage brokers and , as I said , I promise you it's not about turning you to some tech guru . It's about making your life easier and today's episode is all about taking that next step . It's not about theory . There's no ball .

It's just 10 practical chat GPT prompts that you can use this week to work more effectively , more efficiently , save you time and stay consistent in your business . So before we get into the list of the 10 , let's just quickly cover what actually is a prompt . A prompt is simply the instruction or question that you give to ChatGPT to get a useful response .

Think of ChatGPT like your assistant . You wouldn't just say write something . You would say look , can you write me a short professional email to a client who's missed their document upload deadline ? And be polite but firm . That's a prompt , and the clearer that you are , the better the output will be .

So , whatever you put in , the better you put in , the better the

output will be . So 10 prompts you can use right now in your business . The first one is the appointment follow-up email . The prompt will be write professional follow-up email .

The prompt will be write professional follow-up email to a first-time buyer after our initial mortgage appointment , summarise that we discussed affordability , the deposit they have and the need to gather supporting documents , and with a polite reminder to upload their documents to our portal . That's a prompt . Why does it help ?

Well , it keeps your follow-up professional and consistent , even on the days when you are very busy . No more scrambling around to remember what was said in the meeting . The second prompt is a social media post on decision in principle .

So the prompt will be create a LinkedIn post from a mortgage broker that educates first-time buyers about what a decision in principle is , why it's important and how to get one . Make it friendly , clear and around 150 words . So how does this help ? Well , content like this positions you as the go-to expert in the market and builds trust with potential clients .

The next prompt could be explain a fixed rate mortgage in plain English . So the prompt would be explain what a fixed rate mortgage is in plain English for a first time buyer . Keep it friendly , jargon free and suitable for a social media caption or a quick video script . So how does that help ?

Well , you're improving client education and communication , and clarity leads to better decisions . The next prompt could be about WhatsApp and a reminder for document upload . So your prompt would be write a short , friendly WhatsApp message reminding the client to upload the documents ahead of our meeting tomorrow , include a link to the upload portal .

So how does that help ? Well , you stay on top of your workflow and reduce last minute stress without sounding too pushy . The next prompt could be about a monthly newsletter introduction . So prompt would be write a short introduction to a monthly newsletter for a mortgage broker .

You should be warm , conversational and encouraging clients to stay in touch or reach out with any questions . So how does that ? Well , it keeps you in your client's mind , keeps you on top of your database , which is key for long-term client retention and referrals . The next prompt could be an email to re-engage with old clients .

So the prompt would be write a friendly email to past mortgage clients that you've not spoken to in over a year , checking in , offering a review of them current mortgage and inviting them to book a quick call . So how does that ? Well , re-engaging with old clients is like low-hanging fruit .

This keeps your client relationships very warm and it opens up remortgage conversations . The next prompt could be about a blog post , an idea generator . So , for example , the prompt would be suggest five blog post topics a mortgage broker could write about to attract first-time buyers and self-employed clients . So how does this help ?

Well , this removes the mental block of what should I write about and gives you fresh ideas to keep your content strategy moving forward . The next prompt could be about your website . So , for example , FAQ explainer for a website .

So your prompt would be write a simple FAQ section for a mortgage broker website explaining the difference between a fixed rate and a tracker mortgage . Keep it clear and concise . So how does this help you ?

Well , it improves your website's user experience and helps answer common questions up front , saving time for you answering any messages or calls from them , just asking basic questions . The next prompt could be about testimonials or requesting review by email . So the prompt would be draft an email asking a happy client to leave a review or testimonial on google .

Make it warm , personal and easy for them to respond . So how does that help ? Well , build social proof and credibility . The easier you make it for clients to review you , the more likely that they will . And the last one we could talk about local market update for social media .

So your prompt would be create a facebook post for a mortgage broker sharing a quick update on local interest rate trends and how it could affect first-time buyers or remortgages . Keep it informal but informative . So how does this help ?

Well , it just shows you on top of your game and you're up to date with current events and gives your audience a reason to follow you for more insights . So each of those prompts those 10 prompts can save you minutes , hours every single day , which adds up to so much time each and every week .

So why does prompts matter overall ? Well , these prompts aren't about automating you and taking you out of the picture . They're about streamlining the repetitive stuff so your personality , your expertise and your service can shine through where it matters most . Think about how much time you spend writing emails , chasing clients and coming up with content ideas .

Now imagine having an assistant who can draft all that for you within seconds . That's what AI can be a super efficient team member who never actually stops , never sleeps .

The goal here is to stop spending energy on things that can be templated or drafted quickly , because your energy is better spent advising clients , growing your brand and just taking care of yourself . So what's coming next on the podcast . Over the next few weeks we're going to get into things a little bit deeper .

We're going to be talking about how to write better prompts , how to avoid common AI mistakes brokers make and how to build simple AI workflows into your business .

And , as I said before , don't forget Wednesday , the 3rd of July , 6 pm , jonathan Needham and I are running the free live webinar part of the broker foundry , called foundations to freedom , about going self-employed and , like I said , we'll cover what transition rate looks like , common traps to avoid .

How to build a business that gives you more freedom , not just more pressure . See the show notes . The email address is in there . Send the email , register your place . So that's it . That's this week's episode . Thanks for listening to the mortgage broker broadcast .

So today was about practical tools you can use right now , not next year or when you've got more time . Start small , test things out and see how ai can start supporting you behind the scenes . And remember you don't need to be an expert , you just need to be open about ai . It's all about small steps and big results . And and if you benefit from

this week's podcast , please like , please share it , please leave a review and if you are thinking about becoming a self-employed mortgage broker or looking to launch your own mortgage broker brand , or ready to take your business to the next level , go to my website , craigskeltoncouk . Book a discovery call . Just simply get in touch .

Let's have a chat about how I can help you reach your goals . And remember , as as always , please don't forget to run your own race .