How to use advanced AI prompts to uplevel your work

Added 05/02/26 - 4 min read

Most brokers now know that AI can write an email or summarise a document. But to really get the best out of AI, you need more advanced prompting. Why? Because it helps you genuinely enhance client service, streamline your workflows and stay ahead of compliance requirements.

The following prompts show you how to move from basic time-savers to more considered prompts that’ll help you work more confidently and efficiently.

How to use these prompts

Most of these prompts are designed to be used within the systems you already rely on, such as your CRM, email platform or content management tools.

If you use a CRM with built-in AI support - for example, HubSpot’s Breeze CoPilot or Salesforce’s Einstein - these prompts can often be used directly within contact records, reporting tools or emails.

Avoid sharing any client or CRM data with external AI tools. When using tools like ChatGPT or Claude, stick to anonymised examples or summaries that don’t include real names or identifiable details. Use AI for drafting, brainstorming or analysis of non-confidential information only.

These best practices help you stay compliant while still benefiting from AI’s speed and insight. If you’re unsure which tools support this kind of work, this guide can help you choose the right AI tools for your brokerage.

Either way, these prompts are designed to fit in with the way you already work.

6 advanced AI prompts brokers should start using now

1. Re-engaging dormant leads

Prompt:

“List all leads that haven’t been contacted in the last 30 days but are still marked as ‘open’ or ‘active’. Suggest one way to re-engage each based on their lead source or client type.”

Use it when:

Your CRM looks full but isn’t doing much. Many leads are active, but there’s been minimal or no communication for weeks. This prompt helps you flag and address any quiet contacts and suggest tailored ways to re-engage them, based on how they originally came in. For example, a referral may warrant a direct check-in, while someone who came to you via social media might want a softer nudge. It’s a simple way to bring movement back to your pipeline without chasing completely cold leads.

2. Pinpointing high-converting leads

Prompt:

“Review this dataset of recent leads, including source, status, and client type. Identify which lead sources have the highest conversion rates and what client profiles they tend to bring in.”

Use it when:

You’re trying to understand which marketing activities are actually delivering business—not just leads, but clients who go on to complete. Maybe you’ve run Google Ads, posted organically on LinkedIn, and received a few referrals, but you're not sure which is worth repeating. This prompt helps turn CRM data into a clear picture of where your best leads are really coming from—and whether different channels attract different types of borrowers (e.g. landlords vs. first-time buyers).

3. Updating web copy so it’s SEO-forward

Prompt:

“Revise the following blog post to improve search visibility for the phrase ‘first-time buyer mortgage myths’. Keep the tone friendly, myth-busting, and reassuring for an anxious buyer.”

Use it when:

You’ve written helpful content for your site, but it’s not ranking, or not attracting the right kind of traffic. Maybe you get asked the same questions over and over by first-time buyers and want those answers to show up when people Google them. This prompt helps you rework the language, headings and structure so it’s more visible in search, while still sounding like you. Ideal for blog posts, FAQs, or downloadable guides you want more eyes on.

4. Extracting insights from client reviews

Prompt:

“Summarise the key themes from these 10 client reviews. For each theme, suggest one practical service improvement and one idea for a blog, social post, or email that addresses it.”

Use it when:

You’ve built up a decent number of Google reviews or survey responses, and want to do something more with them than just display stars. Maybe a few reviews mention your clarity, others mention delays, and some praise your communication but you’re not sure what’s really standing out. This prompt helps you turn that feedback into themes you can act on, whether it’s updating how you explain timeframes, or writing a post on what to expect from start to finish.

5. Comparing mortgage products

Prompt:

“Compare these two mortgage products - highlighting fees, flexibility, early repayment charges and max LTV - and explain the differences clearly for a first-time buyer who’s concerned about financial flexibility.”

Use it when:

You’ve shortlisted two products for a client, and they’re hesitating because they’re unsure about the trade-offs. One might offer a lower rate but come with tighter conditions. This prompt helps you turn your sourcing data into a clear, digestible explanation in plain English, especially helpful when a client is risk-averse or has analysis paralysis. It can also be used to prep for advice calls or to draft summary emails after a recommendation.

6. Summarising regulatory changes

Prompt:

“Summarise the following FCA bulletin in plain English. Highlight the key changes, outline potential impacts on advice processes, and include a brief checklist of any required actions.”

Use it when:

There’s been a new regulatory update - maybe around Consumer Duty or affordability - and you want to make sure it’s not missed. Whether you’re a solo broker updating your own process, or part of a team that needs internal briefing notes, this prompt turns dense FCA guidance into something understandable and usable. It helps you spot what's relevant and make small adjustments before compliance becomes a problem.

Handy tip: Tailor and refine

Start by saving only the prompts that fit in with your workflows. Test them using real data securely within your CRM or anonymised samples if you’re using an external AI tool, adjust the wording to match your brand’s tone of voice and customise the format to fit your chosen AI platform..