In episode #142 of the Growth Series podcast’s Mortgage Mentors series, host Jeremy Duncombe, Managing Director at Accord Mortgages is joined by Jon Pittham, Founder & Managing Director of HubSpot consultancy Karman Digital, to explore how AI, CRM platforms and evolving client expectations are reshaping the modern mortgage firm.
With a career spanning more than three decades, Jon brings a unique perspective on how the industry has evolved. While technology has transformed how businesses operate, he highlights a more meaningful shift towards human-centred advice, where trust, empathy and understanding play an increasingly vital role in client relationships.
The conversation touches on how firms can strengthen client engagement through consistent, personalised communication, and why the fundamentals of building strong relationships remain unchanged despite advances in digital tools. Jon also reflects on the journey of the Growth Series and the power of collaboration in supporting brokers to grow and adapt.
As the discussion turns to technology, there is a clear focus on practicality. Rather than overcomplicating digital transformation, Jon shares why starting small and building simple, repeatable habits can deliver far greater long-term value. The episode also explores the growing role of AI, not as a replacement for advisers, but as a tool to enhance productivity, streamline processes and support better decision-making.
Looking ahead, Jeremy and Jon consider what the future may hold for brokers as AI continues to evolve. While technology will undoubtedly reshape parts of the advice journey, the importance of human connection is set to become even more pronounced.
This episode offers a thoughtful perspective on balancing innovation with authenticity, leaving brokers with plenty to reflect on as they consider how to future-proof their businesses.
Listen to more podcasts in the Mortgage Mentors Series here.
The Growth Series is a dedicated and FREE resource for mortgage brokers, containing blogs, guides and podcasts to help you scale and grow your business. For more hints and tips on how to grow your business, access for free here.
05:32 - 30:06