How to Advise Clients in the Age of AI | Episode 128

The following guest sits down with host Justin White: •   Kristin O’Neil – Sr. Loan Officer, Open Door Lending  **With Easy Access to Information, Borrowers Need Mortgage Brokers More Than Ever** With endless information at their fingertips, borrowers can learn about mortgages before they even talk with a loan originator. What does that mean for mortgage brokers, especially as more people turn to AI for advice? Listen to Episode #128 of Good. Better. Broker. as we sit down with a mortgage broker who cuts through the digital noise to help her clients make the best decisions for their short- and long-term goals. In this episode of the Good. Better. Broker. podcast, you’ll learn how to advise borrowers who use AI to learn about mortgages. **In this episode, we discuss ...** •   1:51 – prioritizing clients’ long-term goals •   5:20 – helping clients navigate the emotions of the mortgage process •   6:59 – educating clients without overwhelming them •   9:11 – how to assess clients’ goals •   11:03 – keeping rate conversations positive •   13:29 – helping borrowers who aren’t ready to buy •   16:27 – why Kristin doesn’t hard-sell clients •   17:59 – helping self-employed borrowers **Show Contributor:** **Kristin O’Neil** Connect on LinkedIn Connect on Facebook Connect on Instagram **About the Host:** Justin White is UWM’s in-house brand journalist and the host of UWM Daily*.* He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram or Twitter **Connect with UWM on Social Media:** •   Facebook •   LinkedIn •   Instagram •   Twitter •   YouTube Head to uwm.com to see the latest news and updates.