#155 - How mortgage brokers can prepare their business for AI

In episode #155, Iain Cunningham, Strategic Partnerships & Propositions Manager at Accord Mortgages, speaks with Matt Coulson, Founder of Heron Financial, about the practical foundations firms should consider before introducing AI into their businesses. Drawing on Heron Financial's experience of investing in technology, automation and its own software, Matt discusses why data quality matters, the governance questions firms shouldn't overlook and how involving employees can help build confidence around AI. They also explore how AI could reduce repetitive work while allowing brokers to spend more time on valuable client conversations, with Matt sharing an example of how Heron Financial is already putting that principle into practice. For smaller firms unsure where to begin, the conversation also considers how brokers can start small, identify worthwhile opportunities and build from practical improvements rather than attempting a wholesale transformation.