Case Study: Mortgage Room saves 2–3 hours a day with Marloo

Mortgage Room transforms high-volume mortgage business with Marloo

Mortgage Room, a New Zealand-based mortgage brokerage, faced challenges managing a high-volume business with tight deadlines and complex compliance. The manual process of transcribing client meetings was extremely time-consuming, preventing advisers from focusing on client relationships. To address this, they implemented Marloo's AI meeting assistant.

Marloo acted as a dedicated note-taker, recording and summarizing client conversations. This allowed Mortgage Room's advisers to be fully present with clients while the AI handled documentation. The solution saved the firm 2-3 hours per day, enabling them to double their daily client appointments from 3-4 to 5-6. Furthermore, Marloo automated the generation of compliance documents and loan application letters, and it freed up support staff to shift from administrative tasks to client-focused roles.

Mortgage Room

Paul Fuller

Director