Automating NCCP Notes with Generative AI
The administrative burden of compliance is one of the biggest pain points for the modern mortgage broker. Crafting detailed, compliant NCCP notes for every client interaction is time-consuming but non-negotiable.
The OAIC has warned against entering personal client information into public AI tools. Doing so can breach privacy obligations. The solution isn't to avoid AI, but to change how you use it.
This interactive report guides you through the "Compliance Firewall"—how to use secure, closed-loop AI systems built into your CRM to slash admin time without risking client data.