An AI Recommended Us. Our New Clients Didn’t Trust It. Fair Enough

Something happened recently that we’ve never experienced before. A new client reached out wanting help with a construction loan and some debt consolidation, and from the very first conversation, they were wary of us.

Not because of anything we’d done. Because of how they’d found us.

They hadn’t been referred by a friend or a family member. ChatGPT had recommended us. They’d described their situation, and the answer that came back was essentially “you need this team.”

Why their scepticism made complete sense

These clients live in Townsville. Our brokers are based in Noosa, Yeppoon, Marcus Beach, Palm Beach and Mermaid Beach. They’d only ever dealt with brokers in their own town, people they could drive to and sit across a desk from.

So when a computer told them to trust a brokerage hundreds of kilometres away, they had questions. Would you blindly trust that? We wouldn’t either. When you’re talking about your home, your debt and your family’s future, a bit of caution is healthy.

So we showed them who we are

We started with a 30 minute meeting to talk through how we work, what the process would look like and what they could expect from us at each step.

Then we went a step further and jumped on a FaceTime call. A real, live, person to person video call, so they could see our faces, hear our voices and know there were actual humans behind the name. Not a chatbot, not a call centre, just us.

By the end of it, the hesitation had eased. They could see we’re a real brokerage with real people who genuinely care about getting it right.

Distance is a blip on the map

Here’s what we explained to them. We already work with clients in Townsville all the time. We also look after people in Charters Towers, Emerald, Western Australia, Tasmania, Victoria and plenty of places in between.

Lenders don’t care where your broker sits. What matters is that your broker knows lending policy inside out, responds when you need them and keeps your application moving. Whether you meet us face to face or online, we’ll share our screen, walk you through the numbers and explain every option so you’re never left guessing.

Your local area is a great place to live. It just doesn’t have to limit who’s in your corner.

How AI fits into the picture

It’s no surprise more people are using AI to research their options. It’s quick and it can point you in a useful direction. But it shouldn’t be the end of your research. Check reviews, ask questions, book a chat and see whether the people behind the name actually show up.

That’s exactly what our clients did, and it’s what we’d encourage anyone to do, whether you found us through a friend, Google or a chatbot.

We turn up, wherever you are

Our clients are now well on their way with their construction loan and consolidation plan. More importantly, they know who they’re dealing with.

That’s what we want every client to feel. We turn up, we back you and we’re on your team, wherever you happen to live.

Want to see the faces behind The Broker Society for yourself? Meet the team, then make an appointment. We’re happy to jump on a video call so you can see exactly who you’ll be working with.

Next
Next

Construction Loans Are Everywhere Right Now. Here’s How to Get Yours Right.