ISCOVER
With artificial intelligence fast reshaping how brokers and finance brokers engage clients, manage compliance, and scale operations, a new event is launching to bridge the growing capability gap.
Sydney is set to host a full-day, hands-on workshop designed to equip mortgage brokers and finance professionals with the practical skills needed to integrate AI into their business.
The AI Edge for Mortgage Brokers program, powered by Captivate Q, will debut on 15 September.
The event is strictly limited to 40 participants and is specifically tailored for directors, founders, and executives of brokerages and advisory firms who are looking to save time, scale smarter, and run a more efficient, future-ready business that doesn’t depend on them for everything.
The goal is to provide them with the tools to save time, scale smarter, and build a more efficient, future-ready business.
A practical approach, not a panel of futurists
Facilitated by industry veteran, digital strategist, and AI coach Adam Franklin, the workshop aims to cut through the noise surrounding artificial intelligence. Instead of focusing on theory, it will deliver actionable workflows and strategies that can be implemented immediately.
Franklin has a track record of training thousands of professionals to use AI and digital systems to streamline and grow their businesses.
“Mortgage and finance advisers are navigating a seismic shift when it comes to AI, but many are unsure where to start or who to trust,” said Louisa Thomas, program director at Captivate Q.
“This program is built specifically for the realities of broking and advisory – it’s practical, skills-first, and focused on capability over theory.”
Structured for action, not just awareness
The program is structured to challenge the common fear that AI will replace people. Instead, it positions AI as a tool to amplify the value of an adviser and help them reclaim time.
Attendees will learn how to automate repetitive tasks using proven frameworks and free tools.
Participants will be exposed to real-world examples from Australian brokers who are already using AI in client engagement, administration, and marketing. A key takeaway for attendees will be strategies to reclaim more than 10 hours per week through automation.
A live demonstration will showcase how AI tools, when properly configured, can complete tasks up to 100 times faster than traditional manual methods.
Attendees will also build and refine their own prompt libraries using a proprietary Prompt Stack™ system, enabling them to quickly create loan summaries, lender emails, advice documents, and marketing content.
Franklin will also guide participants in training AI to replicate their firm’s brand voice, identify high-value clients, and develop a personalised 12-month roadmap for embedding AI into their daily workflows and service delivery.
“This isn’t a panel of futurists talking about 2040,” Thomas said.
“It’s about what advisers can do this quarter to unlock time, get more control, better efficiency, and build a business that doesn’t rely on them for every moving part.”
The AI Edge Series will soon expand to Melbourne, Brisbane, Perth, and Adelaide. Registrations are now open for Sydney, with strong early demand expected to fill the limited seats quickly.
Dates for other cities will be announced shortly. Advisers are encouraged to join the waitlist to be notified when events launch in their state.
[Related: What’s Making Headlines – how the broking industry is harnessing AI]
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