For mortgage brokers, the inbox is a crucial hub of information, but with dozens - and sometimes hundreds - of emails a day, it can also be a burden. With lender emails pouring in constantly with updates on rate changes, product launches and criteria tweaks, it can feel impossible to keep up.
With so much in your inbox at any given time, it’s natural for important information to sometimes slip through the cracks. Instead of starting the day focused and informed, many brokers find themselves bogged down in the backlog.
That’s where AI proves useful. It helps organise your inbox so you can focus on what actually needs your attention.
AI inbox assistants are designed to sift through volume. These tools read emails the way a human would, but in a fraction of the time. Instead of working message by message, they digest content at scale, scanning for relevance and distilling the key points.
For you, it means you can skip a full-read through and jump straight to what’s changed, what’s new and what’s time-sensitive. AI won’t make decisions for you, but it can rapidly surface more information to give you as much or as little context as you need.
Some of the most helpful features for brokers go beyond filtering. AI can summarise long product updates into jargon-free language, so it’s more easily digestible, both for you and your clients. It can also group messages from different lenders, so you’re seeing any changes in the context of the wider mortgage sector.
If you need to catch urgent changes, AI will flag them, and if you’re looking for something specific, a simple keyword will pull it up immediately. It takes what used to be a time-consuming part of the job and makes it far more manageable.
At the start of the day, having a clear view of what’s new can help you focus. A shared summary of overnight updates means the team is aligned before your first call.
That same clarity is just as useful at the day’s end. Many brokers prefer to double-check their inbox before logging off to be sure nothing important has landed late. A clean recap at that point can give you peace of mind and help plan tomorrow more effectively.
It also saves time in meetings. Rather than repeating the same update multiple times, everyone’s already working from the same digest. That gives you more time to discuss the next steps, or to shift attention to client work, outreach or growing the business.
Our guide to email marketing makes a clear point: brokers work best when there’s time to focus on leads and client conversations. These tools can help create that space.
Several well-known platforms now offer features that can support this kind of inbox organisation, without needing specialist software. If you’re using Outlook, Microsoft CoPilot is a great option; you can integrate it into your existing email setup and use it to summarise messages and suggest actions off the back of them.
For those on Gmail, Google’s in-built tools - powered by Gemini, Google’s generative AI assistant - perform in a similar way, i.e. flagging important messages, suggesting replies and giving you gentle reminders when it’s time to follow up. It can also help summarise long email threads, draft context-aware responses and even pull in relevant information from your Google Workspace files to speed up your workflow.
Other options include SaneBox, which quietly moves low-priority emails into separate folders so you can focus on what’s most urgent. Superhuman, on the other hand, is an email app designed to help you get through messages faster. With features like instant search, automatic follow-up reminders and quick keyboard shortcuts, it’s significantly easier to stay on top of your inbox without getting bogged down in admin.
First, accuracy. These tools can summarise emails well, but they’re not perfect. If a lender update contains fine print or subtle changes, it still needs a careful read. Don’t rely on a summary alone for a major update.
Second, compliance. Brokers have responsibilities under GDPR and FCA rules. Any tool you use must handle data responsibly, and it’s essential not to expose client details nor to expose client details to unverified platforms.
Finally, cost. Some tools are free, others have subscription fees. The question is whether the time and stress saved are worth the price.
It’s worth noting that the FCA continues to monitor how AI is used in financial services. Caution and oversight are key.
AI can’t understand a client’s context, nor can it build trust or give personalised advice. What it can do is clear the path, giving you more headspace to focus on nurturing leads, strengthening networks and refining your strategy.
As we covered in our blog about using AI with social media, the most effective tools are collaborative. By freeing brokers up from low-value admin, you’ll enable deeper and more informed client engagement.
Whether you’re a solo adviser or part of a growing firm, these tools are worth experimenting with. Try them out, see what fits and keep what works.
If you're looking to use tools like AI to improve how you work and communicate, this session with Nick Elston and Chris Targett explores how brokers can manage overwhelm and stay more connected with clients.
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