ChatGPT is a great tool for mortgage brokers. It can help you save time, streamline your communication, and create polished, professional content in minutes. Whether you’re writing client emails, explaining mortgage terms in plain language, drafting social media posts, or creating educational blog articles — ChatGPT can give you a strong starting point.
Privacy & AI Use Policy
While ChatGPT and other AI tools are incredibly helpful for writing, brainstorming, and problem-solving, it’s important to use them mindfully—especially when it comes to privacy. You’ve worked hard to build trust with your clients, and protecting their information is part of that promise. Just like you wouldn’t share personal details in a crowded room, the same rule applies here.
Here are a few do’s and don’ts:
- ✔️Use ChatGPT for general help with content creation, ideas, or language suggestions
- ✔️Ask for help drafting non-sensitive documents, emails, or marketing materials
- ❌Share personal, private, or confidential information (yours or your clients)
- ❌Enter names, financial details, SINs, addresses, passwords, login credentials, or sensitive business data
ChatGPT is not connected to your systems and doesn’t store personal data, but it’s still best practice to treat it like a public space. It’s your responsibility to safeguard any private or regulated information.
Example of Safe Use:
- ✔️ “Write a blog post about tips for first-time homebuyers.”
❌ “Write a mortgage summary for my client John Smith at 123 Main St, DOB 02/02/1980.”
Use some of these prompts to help you answer client questions, script email responses, marketing material and so much more.
Prompt 1: “Act as…” – Turns ChatGPT into any expert. Generic prompts give weak answers. Defining a clear role improves results dramatically. Example: “Act as a luxury brand marketer. Develop a high-end product promotion strategy.”
Prompt 2: “Break this answer down into 3 levels: beginner, advanced, expert.” You get a response tailored to different skill levels. Perfect for learning, articles, scripts, and marketing.
Prompt 3: “Write this in the style of [author, blog, book, article].” ChatGPT can mimic specific writing styles if you provide examples. Great for content creation, storytelling, and email marketing. Better yet, attach a Word document with examples of your writing style to your prompt.
Prompt 4: “Turn this into a step-by-step guide with a checklist.” Converts complex topics into easy-to-follow instructions. Ideal for tutorials, guides, and standard operating procedures. “Ask me 5 clarifying questions before answering.” Forces ChatGPT to deeply understand your request before responding. Useful for business strategy, problem-solving, and development.
Prompt 5: “Give me 3 unconventional solutions to this problem.” ChatGPT usually provides obvious answers-this command makes it think outside the box. Perfect for brainstorming and innovation.
Prompt 6: “Analyze this text and improve it based on three factors: [structure, engagement, tone].” Instead of writing from scratch, refine and optimize existing content. Great for blogs, marketing copy, and sales pages.
Prompt 7: “Compare the pros and cons of these options and suggest the best one.” Helps you analyze ideas, products, or strategies efficiently. Quick way to identify strengths and weaknesses before making a decision. If you want to compare confidential information, like two lender commitments, consider paying for an AI app like Microsoft Copilot. This way, everything stays within your org.
AI is only getting better and will be used more prominently in our businesses. Make sure you use it to improve your business.
