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AI Best Practices for Mortgage Brokers

Are you putting borrower information into AI?

That’s one area where mortgage professionals need to pay very close attention.

In Episode 51 of The NAMB Podcast, Scott Geisel of Strategic Compliance Partners joins hosts Ginger Bell and Matt Shields to talk about the fast-moving relationship between AI and mortgage compliance.

AI can help with marketing, scripts, scheduling, efficiency, and other parts of your business.

But Scott explains there’s an important difference between AI assisting your business and AI advising a consumer. And when it comes to borrower documents and non-public information, mortgage professionals need to think carefully about where that information is going.
AI is moving fast.

Regulation doesn’t always move at the same speed.

That doesn’t mean mortgage professionals should avoid AI. It means they need the right guardrails around how they use it.

🎧 Watch or listen to the full conversation on The NAMB Podcast:
https://f.mtr.cool/802j6cedej