Client intake
Turn an initial enquiry into a draft list of information to collect.
AI for Brokers
Keep client work moving.
Explore practical ways to organise intake, document follow-up and routine communication around your brokerage.
Free · 30 minutes with Ted Deane
Meet Ted · 30+ years in software development.
Illustrative workflow
- InputClient enquiry
- AI preparesPrepare a checklist
- You checkBroker checks
Familiar work, a useful starting point
Put AI to work on familiar tasks.
Document follow-up
Organise outstanding requests and prepare a follow-up for review.
Work handovers
Map how information passes between the broker, support team and client.
Worked example
A clearer equipment-finance intake
Illustrative example using fictional information.
AI prepares
Intake handover
- Recorded
- Business name supplied; purpose: replacement machine.Source S1
You check · Broker or authorised support team member
The broker checks the actual intake checklist, protects sensitive information and retains lending, product and suitability decisions.
The support is your choice
Choose the support that fits your work.
A pathway around your work
Build a skill you can use.
Learn intake structure
Practise separating supplied information from missing fields.
Try one checklist
Compare a fictional enquiry with your approved intake template.
Check the handover
A colleague can identify the next request without assuming client or lender facts.
Explore relevant learning
Learning that supports this task
A small sample of 30,000+ courses curated from around the world, all available to DoJo members.
AI for Work: Research, Writing and Preparation
The administrative-assistant lesson supports organising an intake handover.
ChatGPT Privacy and Data Protection Basics
The data-protection lesson provides a foundation for choosing what enquiry information may be shared with an AI tool.
Before you start
Common questions
Does this automate lending or product decisions?
No. These examples support document handling, communication and coordination. Product, lending and suitability decisions remain with the responsible people and processes.
Does this suit my type of brokerage?
Bring your specific client journey to the call. The right examples and any implementation scope depend on your work.
What should I bring to the discovery call?
Bring one task, the tools you use and who checks the work. A fictional or de-identified sample can help.
Your next step
Bring one task to the conversation.
Discuss what you want to improve and a useful starting point in a free 30-minute conversation with Ted.
Bring one task, the tools you use and who checks the work. A fictional or de-identified sample can help.