How much are Canadian mortgage brokers actually using AI?
Macris voiced a similar sentiment, emphasizing that he doesn’t see AI taking over the role of brokers outright. “AI is here to stay and will be integrated into everything we do moving forward, much like the World Wide Web was when it first came out,” he said. But it won’t replicate or replace the tasks that “actually need a human touch,” he said.
No single playbook
That survey of US-based brokers by AD Mortgage showed respondents remained largely split on which tools to adopt next. More than half were undecided, the poll showed, on their next technology investment.
In Canada, that could also be the case. Macris, for instance, cautioned against brokers taking a standardized approach and jumping into AI adoption without a plan. “It’s not one-size-fits-all,” he said. “Each broker needs to figure out what works for their own business, and the only way to find that out is to start.”
Nor should AI be viewed by brokers as a way to cut corners when it comes to building relationships or providing advice, according to Macris.
“AI will speed up the learning process for clients – helping them understand mortgages faster and with more clarity,” he said. “However, at the end of the day, clients will still need the human side for the advisory conversations that guide them through such a major decision.
