Broker Brain
Inbound triage that drafts a FAP-compliant first response inside three minutes. Trail-book re-engagement that catches refis before the bank app. Content drafted in your voice. A morning briefing that turns the pipeline review from forty minutes into four. The infrastructure the brokerage owns.
$4,500 setup. $900/mo. Bundled into every full broker retainer. Can also be bought standalone if you want infrastructure now and a retainer conversation later.
Sound familiar?
The pivot
Two things are true at once. AI is going to keep eating the easy 20%-deposit-PAYE deal that used to walk in through the broker channel. And AI is going to hand the next decade to the broker who installs it on purpose inside their own practice.
The Broker Brain is the install. One workspace. Your CRM connections in it. Your trail book in it. Your voice in it. Skills built around the work a broker actually does. The infrastructure keeps working whether AiSearchMarketing is still in the room or not.
Used right, AI doesn't replace your client conversations. It fills your CRM with the right ones, drafts the response so it goes out in three minutes, and keeps the trail book warm without you remembering to email anyone.
What the brain runs for you
01
Every inbound enquiry from the website, paid social, LinkedIn, the aggregator portal. The brain reads it, classifies the lead, drafts a FAP-compliant first response in your voice inside three minutes. You approve, you send. The "lead died because I was in a meeting" tax disappears.
02
The brain watches your trail book for refinancing windows, rate-cycle moments, and life-event triggers. Drafts the re-engagement message in your voice, queued for your approval. Catches the refi before the bank app does. The system that plugs the $40-per-month-per-client leak.
03
Trained on your past proposals, scenario calcs, and explanation paragraphs. Drafts a first cut of any new scenario letter in your voice. Cuts the Saturday-night scenario job to a Wednesday-afternoon one. FAP-safe: it drafts, you approve and sign.
04
Five-minute Loom from you on the drive in becomes a LinkedIn post, an email update, a site article, and an AI-search-ready content asset. Your expertise becomes a marketing engine without you becoming a content creator.
05
Calendar, inbox, the day's three priorities, what changed in the pipeline since yesterday, anything in the trail book that needs a call. By 8am you know the day's shape.
06
A one-page summary the aggregator BDM or the spouse can read in two minutes. Every settlement traceable to its source. The "what does this agency actually do" conversation stops because the answer is on one page.
Six skills built into your brain in week one. Plus two new ones every month under the retainer. After six months your brain has sixteen skills. After a year it has twenty-eight. None of them stop working if we walk out tomorrow.
The aspirational future
Six months in
Monday morning. Coffee. Open MyCRM. Twelve fresh pre-approved purchase leads from last week, each with a first-response draft already written in your voice. You approve six in five minutes and ring the seventh. By Friday three applications are in. The weekly broker-ready report draft is already in your inbox.
One year in
The trail book is growing instead of shrinking because the re-engagement system catches refinancers before the bank app does. You took Fridays back for prospecting and the kid's swimming carnival. You hired the second broker because the flow is real, not because you're hoping. The aggregator BDM asks what's changed. You answer in one sentence and send them this page.
If you're considering the retainer too
The growth marketing retainer at $3.5k–$7k/mo bundles the Broker Brain at no extra setup cost. You get the retainer running the marketing AND the brain running inside the practice, on the same monthly invoice.
Buy the brain standalone if you want infrastructure first and a retainer conversation later. Buy the retainer if you want the whole stack from day one.
Pricing
One residential settlement pays $3k to $8k in commission. The setup is recovered the first time the brain catches one refinancer who would have gone in the bank app.
$900/mo is one third of what most broker principals are losing every month to refis they didn't catch in time. The brain pays for itself before the standing order goes through.
Full breakdown on the parent page → /brain/#pricing
Book the install kickoff
Greg reads every enquiry himself and replies within one business day with either a 30-min fit call slot or a "this isn't the right brain for you yet, here's what I'd do instead" reply.
Broker Brain — enquiry