In this episode of Mortgage Tech Talks, Tom dives deep into one of the most practical AI tools available to mortgage brokers today: AI-powered note-taking bots.

You’ll learn how tools like Fathom, Fireflies, and Otter are transforming how brokers run client meetings, track follow-ups, and stay compliant — all while saving time and improving client service. Tom breaks down the exact features that make these tools game-changers, how to integrate them with your CRM for max efficiency, and which platform fits your workflow best.

If you're a mortgage broker, financial advisor, or service-based professional running multiple meetings per week — this tech is a no-brainer.

🔧 Want to automate your notes, track commitments, and improve compliance? Start here.

📍 TIMESTAMPS

00:00 – Why handwritten notes still matter — and how AI note-takers complement them

01:11 – What are AI meeting bots and how do they work?

02:00 – How AI agents join your Zoom, Google Meet, or Teams calls

03:20 – Full transcript + meeting summary explained

04:45 – Custom summaries using frameworks like BANT

06:45 – Creating post-call checklists from AI takeaways

08:10 – How AI bots assist with training and coaching new team members

09:30 – Turning meeting snippets into internal learning playlists

11:00 – Using AI transcripts inside your CRM for deeper client tracking

12:10 – Unlocking call analytics and sales insights

13:10 – Automating tasks from AI takeaways directly into your workflow

14:00 – Compliance benefits of full transcripts

15:14 – Tool breakdown: Fathom vs. Fireflies vs. Otter

17:00 – When to use each tool (Zoom meetings, mobile recordings, integrations)

19:11 – Final thoughts + why these tools may become essential in your tech stack

✅ Keywords: mortgage broker technology, AI note taker, Fathom vs Otter vs Fireflies, best note-taking app for mortgage brokers, CRM integration, meeting productivity tools, compliance tools for brokers, AI meeting summaries, automate meeting notes

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