The Future of Mortgage Broking: AI-Powered, Secure, and Always-On

Discover how AI is transforming the mortgage broking industry in a cutting-edge event with real use case demos you can't miss!

This invite-only event is designed for mortgage broker groups, aggregators, lenders, mortgage managers, and ecosystem partners who are actively pushing the boundaries of AI—while remaining compliant, secure, and accountable.

Every AI showcase at this event will involve live, working demos. Attendees are encouraged to:

• Ask direct, practical questions
• Challenge assumptions
• Share their own real-world use cases

Under Chatham House Rules, participants can openly discuss concerns, risks, and lessons learned around AI adoption in mortgage broking. The event will not be recorded, ensuring candid and meaningful conversations.

What This Event Covers

The event explores how AI is transforming the entire broker and borrower lifecycle, including:

• Always-on borrower engagement from first enquiry
• Borrowing power assessment and education
• Broker-reviewed, AI-prepared product recommendations
• Faster, cleaner deal lodgement
• Continuous post-settlement monitoring of loan balances and interest rates
• Secure, compliant use of agentic and generative AI at scale

You will see real production use cases from broker groups, aggregators, lenders, PropTechs, and ecosystem partners—showing how AI is being deployed today without compromising compliance, data integrity, or security.

Live demonstrations will include solutions from Effi and selected industry partners.

Event Agenda

1:30 PM – Arrival & Registration
2:00 PM sharp – Showcases commence

Session 1

Always-On Loan Enquiry to Basic Application (24/7)
Live demo of Voice AI handling borrower enquiries end-to-end and completing a basic application at any time of day.

Session 2

Document & Fraud Checks in Under 1 Minute
AI-powered document validation and fraud detection in real time.

Session 3 – Partner Demo

Aggregator AI in Action
How an aggregator platform is using AI to:

• Write compliant file notes
• Instantly answer lender policy questions

Session 4 - Partner Demo

Whitelabel Property App
A borrower-facing app enabling clients to track and manage their property portfolio in one place.

Session 5

Agentic AI – Backoffice Use Case
Demonstration of agentic AI automating decisioning and operational workflows.

Session 6

From Back Book to Live Book
Real-time monitoring of settled client loan balances and interest rates, with automated Voice AI follow-ups and repricing alerts.

Session 7 – Partner Demo

Data-Driven Property Decisions
How AI is providing borrowers with real-time property analytics to support informed purchase and portfolio decisions.

Networking

5:30 PM onwards – Networking & Drinks

Important Notes

• Maximum 40 attendees only to ensure collaboration
• Invite-only (broker groups, aggregators, lenders, mortgage managers, and ecosystem partners)
• To ensure broader industry representation, attendance is limited to a maximum of two (2) people per company, allowing more businesses and partners to participate and contribute to the discussion
• Chatham House Rules apply
• In-person event only

👉 Please confirm your spot as soon as possible to secure attendance.