“We don’t flaunt the AI in front of brokers. We don’t try to make it seem intimidating,” he said. Brokers can trigger automations through plain-language prompts rather than manual logic trees, but the company has drawn explicit limits around where AI is applied.
“We’re sensitive to the fact that we’re handling sensitive customer information, so there are certain parts of our platform where we refuse to even introduce AI because we don’t want to risk anything related to customer data,” he said.
Beyond operational efficiency, he also argues that the industry has underinvested in tools that help brokers grow their businesses rather than simply manage existing workloads.
“Can we help a broker who’s doing $10 million in funded volume get to $50 million or $100 million?” he said. “Our high-level goal is to get to 1,000 brokers, and to support those brokers not just in running a deal more efficiently, but in taking on more deals and building higher capacity.”
Looking to the future
The industry has come on in leaps and bounds in terms of tech adoption, but Goswami still sees a gap it hasn’t fully closed: the difference between a technology stack that processes deals and one that actively helps Canadian mortgage brokers build sustainable and scalable businesses.
