How Mortgage Brokers Should Use Summer to Get Ahead (And Avoid AI Overwhelm)

In this solo episode of Mortgage Tech Talks, Tom Hall gets tactical on how mortgage brokers can use the slower summer months to reset, refocus, and retool. From confidently taking time off to building systems, cleaning up your business backend, and diving deep into AI (instead of chasing every new tool), this is the episode you didn’t know you needed.

If you’re feeling the pressure to “keep up” with AI or wondering how to finally take a guilt-free vacation, listen up.

👇 FULL EPISODE TIMESTAMPS BELOW:

⏱️ TIMESTAMPS

00:00 – Why "going deep, not wide" with AI matters

00:36 – Tom kicks off the solo summer episode

01:13 – How to use summer intentionally as a mortgage broker

02:03 – The first thing: Take time off (and actually take it off)

04:00 – The power of a confident handoff when you're away

05:06 – Why process comes before tech

06:20 – Build your workflow BEFORE choosing tools or hiring

07:13 – Real tech automation examples to save time

08:39 – Task: Clean up your business (3 easy wins)

10:04 – Why brokers must own their own domains and emails

11:19 – Organizing client lists and files for long-term efficiency

12:15 – Build one habit that sticks (and it’s NOT using AI)

13:09 – The importance of self-contained habits

14:19 – Let’s talk AI: go deep, not wide

15:00 – Why most new AI tools might not be worth your time

16:50 – The difference between using Google and using ChatGPT

18:16 – Two deep resources to better understand how AI really works

20:06 – Final thoughts: reduce anxiety by understanding the unknown

21:19 – Recap: 3 things to do this summer as a mortgage broker