Mortgage Brokers: Spending Too Much Time Collating Client Reviews? Cynario Has a Solution

This week’s episode of Your Broker Admin welcomes Cynario co-founder & CEO Michael Richardson back to the YBA chat room for his latest quarterly update.

If collating information for client reviews is taking up valuable time, Cynario’s latest functionality could provide a solution. But that’s only one part of a much broader conversation about where AI is heading in mortgage broking and how it can be used to solve genuine workflow problems.

https://www.cynario.ai/

🧠 Bonus History Bite:

August 19 brings together two examples of opening new possibilities, from predicting what was yet to be discovered to opening a border that had divided people for decades.

🎙️ Cynario Quarterly Update

Michael takes us through some of the latest developments at Cynario, including:

• New functionality designed to simplify the client review and marketing process
• The move from traditional chatbot technology towards agentic AI
• How AI is being applied to increasingly complex policy research
• Growing lender adoption and internal applications of the technology
• Why solving the workflow problem comes before reaching for the AI solution

And if you’ve ever wondered what Jack Russells and Border Collies have to do with AI, Michael can enlighten you on that too.

🎯 Reviews Wrap-Up

Week Ending 14 August 2026

After the interview, we move into the latest Reviews Wrap-Up, featuring interest savings, new lending opportunities and a relationship-building client conversation.

The Big Picture

The use of AI should really be about identifying where it can remove workflow roadblocks, create efficiencies and leave more time for the parts of the process where human involvement adds the most value.

Ready to Listen?

If you’re interested in where AI is heading in mortgage broking, how it could reduce the time spent on everyday processes and what Cynario is building next, this episode is worth a listen.

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