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Intermediates of AI for Mortgage Brokers

This course equips mortgage brokers with practical AI skills to enhance efficiency, streamline workflows, and improve customer experiences.

By BrokervsAI

Date and time

Fri, 8 Aug 2025 9:00 AM - 3:00 PM AEST

Location

level 13/555 Collins St

555 Collins Street #level 13 Melbourne, VIC 3000 Australia

Refund Policy

No Refunds

Agenda

9:00 AM - 9:30 AM

Introduction


• General: Introduction to your hosts • ChatGPT: Introduction

9:30 AM - 10:00 AM

ChatGPT: Advanced Capabilities


Designed for the modern broker, ChatGPT’s advanced tools help you work smarter and faster. Generate personalised client emails, analyse rate trends, draft marketing content, and even review loan scen...

10:00 AM - 10:30 AM

Advanced Effi Bot


Supercharge your client engagement with the Advanced Effi Bot. Built for brokers, it automates lead responses, qualifies clients instantly, and keeps conversations going.

10:30 AM - 11:00 AM

Social Media Viral Marketing


Turn scrolls into leads with marketing built to go viral. Boost visibility and attract high-quality clients—without spending all day on content creation. Get seen. Get shared. Get clients.

11:00 AM - 11:30 AM

Chatgpt: Agent Capabilities


Think of ChatGPT as your digital assistant—ready to handle scripts, client follow-ups, email drafts, and more. With agent-level capabilities, it helps brokers communicate clearly, respond faster, and...

11:30 AM - 12:00 PM

AI Comparison


Not all AI tools are built the same. This breakdown compares the top players—ChatGPT, Copilot, Grok, and Perplexity—so brokers can choose the right tool for the right task. Get clarity on what works ...

12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:00 PM

Fintech Lenders


Leading fintech lenders to showcase their latest products, digital tools, and lending innovations. Brokers get a front-row seat to what's new, what’s changing, and how to leverage fintech solutions t...

2:00 PM - 3:00 PM

Future of Effi and AI Roadmap


Get an exclusive look at where Effi is headed. This session dives into upcoming features, AI-powered tools, and the long-term vision shaping the broker experience. From smarter automations to deeper ...

About this event

Welcome to the Intermediates of AI ! ( Powered by EFFI )

Join us for an exciting day of learning about Artificial Intelligence. If you're looking to expand your knowledge, this event is perfect for you. Dive into the world of AI and learn how to integrate this into mortgage brokering.

Event Details:

  • Date: Friday, 8th of August 2025
  • Time: 09:00 AM - 03.00 PM
  • Location: R13.304, Level 13, 555 Collins St

Don't miss this opportunity to gain insight into AI and network with like-minded individuals. Reserve your spot now!


Organised by

$266.03