The Australian mortgage industry is undergoing a quiet revolution—one that puts consumers first and equips brokers with powerful new tools.
At the recent Broker vs AI* classroom training held in Melbourne, over 70 brokers learned how artificial intelligence (AI) can enhance their client service*.
Led by Sadish Visvalingam of Premier Financial Advocates*, in collaboration with Effi Technologies and DIGIFIX, the training wasn’t just about staying up to date—it was about getting ahead of the curve.
And it’s changing the face of broking as we know it.
A new way of working: brokers and AI, together
Rather than pitting people against machines, this event focused on brokers working with machines.
The tools may be high-tech, but the result is deeply human: faster, more personalised, and more reliable service for Australians navigating one of life’s most significant financial decisions.
This isn’t science fiction—it’s already happening.
‘AI is helping us deliver the kind of service our clients truly deserve—timely, accurate, and always-on*,’ said Sadish, who recently successfully refinanced a $20 million loan using AI-powered processes.
Smarter tools, better service
Today’s clients want clarity, speed, and control over their loan process. AI-powered brokers meet those expectations with smarter tools that streamline the journey*.
Here’s how AI is reshaping the broker-client experience:
- 24/7 Availability*: AI assistants allow clients to check on their application, lodge queries, or get updates anytime—no waiting for business hours.
- Faster Document Processing*: Automated systems can scan, read, and assess key documents in real-time, reducing application times by days.
- Proactive Loan Monitoring*: AI bots track rates and products in the background, alerting brokers and clients when it’s time to review.
- Tailored Advice at Scale*: Tools like ChatGPT help brokers model different loan scenarios and provide advice that suits each individual’s goals.
For many clients, this means faster approvals, better interest rates, and a smoother path to settlement.
A real-life example of AI in action
During the training event, brokers saw AI applied to real client scenarios, including how Sadish refinanced a $20 million loan using AI to manage the whole journey—from risk assessment to structuring the final deal.
‘When brokers save [ten] hours a week using AI, that’s [ten] more hours spent advising clients, finding better deals, and ensuring applications are watertight,’ Sadish explained.
For clients, that translates to:
- More confident decision-making
- Better-informed financial strategies
- Ongoing support well after settlement
An industry shift that benefits the community
The rise of AI-powered broking isn’t just a win for individual clients—it’s having a broader positive impact.
All proceeds from the Broker vs AI* event were donated to Kind Hearts Collective, providing meals to people in need across local communities.
It’s a reminder that innovation and compassion don’t have to be separate. In fact, in this new era of AI-enhanced service, they work hand-in-hand.
Why it matters
Working with an AI-enabled broker means getting the best of both worlds: the insight and advocacy of a seasoned professional*, and the speed and precision of modern tools*.
As Sadish and his peers demonstrated, the broker of the future is already here.
They’re faster, more transparent, and better equipped than ever before to help Australians make confident choices in an ever-changing market.
You can explore more on their Instagram (@brokervsai) by clicking here*.
*This is a sponsored article. Items marked with an asterisk indicate we may receive a commission from clicks on these links—at no extra cost to you. This helps support the running costs of YourLifeChoices. Thank you for your support!
