The LVR Podcast

AI versus EI/EQ

Designed for Brokers, made by Brokers.

December 11, 2023

This podcast is our chance to give back to the mortgage broking industry and talk about real issues that are affecting most brokers and loan writers right now. Learning, Validation and Respect = the very foundations of all relationships.


The rise of Artificial Intelligence (AI) has ushered in a new era in broking (and every other industry, let’s be honest), transforming how we navigate and redefine our industry norms. While it’s fascinating to witness the exponential growth AI can bring, we want to take a look at Emotional Intelligence (EI/EQ), and what every broker should be mindful of.

Amidst this technological renaissance, if you will, Marissa and Ruan discuss the unwavering importance of EI/EQ. At Success & Broker, we’ve always held the belief that it’s the human element that truly sets us apart. We understand that while AI streamlines processes, it’s the emotional connections and human insights that forge lasting relationships and elevate client experiences.

Join us on this insightful journey as we dissect the interplay between AI and EI/EQ in the realm of mortgage brokers and finance professionals. Through real-life examples and practical insights, Marissa and Ruan highlight how AI’s automation complements our industry, empowering brokers to maximise efficiency while preserving the essence of personal connections.

Key points:

  • Exploration of AI’s role in mortgage broking, focusing on efficiency-boosting capabilities and time-saving potential
  • Emphasising the pivotal role of EI in the broker-client relationships
  • Insights on the delicate balance between leveraging AI for streamlining processes and ensuring personal, emotionally intelligent interactions with clients
  • Discussing the importance of understanding client needs and wants
  • Strategies for leveraging AI to free up time
  • Exploring how the integration of AI prompts an evolution in broking practices, reshaping workflows

“We’re trying to automate as much as we can behind the scenes so that our brokers and our even our admin team can spend as much customer facing time as possible.” – Marissa

“When you are looking to implement AI or automation into your business process or your customer journey, you need to weigh up how does the time that it’s going to save my team going to impact the customer journey?” – Marissa

“Because the reality of it is I’d rather have anyone at a barbecue talk about the way I make them feel versus what I’ve done for them. I guarantee you today that’s what I will remember you for.” – Ruan

“I think that when people are doing big transactions, when they’re buying properties or refinancing their loans, I believe that humans do need humans.” – Marissa

“The more people you see, the better broker you become.” – Ruan

“I think the great thing about AI and the technology advancements that we have experienced and are going to experience is that this is going to give us the tools to maybe take it from 20% client facing time to 80 to 90% client facing time over time.” – Marissa



More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin 

Marissa Schulze Instagram 

Marissa Schulze Facebook 

Rise High Financial Solutions

More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin 

Ruan Burger Instagram 

Ruan Burger Facebook 

Success and Broker

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