overview

Mortgage brokers often struggle with limited time, compliance pressures, and lack of marketing expertise. Marketing Genius was designed to solve this by providing a fast, intuitive, and compliance aware tool that generates marketing content in seconds. The goal was to help brokers market smarter, save time, and maintain their own voice while staying compliant.

tools & resources

• Figma
• MQube Design System
• UserZoom
• Webaim Colour Contrast
• Mobbin
• Google
• Microsoft Teams

Goals

1. Speed – Generate content in under 60 seconds
2. Clarity – Simple, step-by-step process
3. Control – Broker has final say with compliance prompts
4. Trust – AI as a partner, not a replacement

Deliverables

1. User flows for content creation (social, email, blog, vlog)
2. Interactive prototypes for testing and stakeholder buy‑in
3. Compliance prompt system to flag risky wording
4. Personalisation features (broker name, details, tone of voice)
5. Final UI designs integrated into the design system

Challenges

1. Compliance complexity

Early compliance flags felt harsh and discouraged users.

2. Time pressure

Brokers needed content in under 60 seconds, requiring streamlined flows.

3. Voice and control

Users wanted AI support but insisted on keeping their own tone.

4. Adoption barrier

Many brokers deprioritised marketing, so the tool had to feel effortless.

Ideation

• Journey mapping to identify broker pain points
• Wireframing multiple flow variations
• Co‑creation workshops with brokers and compliance teams

Below are the wireframes before getting sign off:

Testing

• Round 1: Compliance flags confusing, changed to softer prompt
• Round 2: Added 1-click copy for LinkedIn
• Round 3: Personalisation added (broker name & details)
• Broker feedback: "It feels like I’ve got my own marketing assistant - only it works in seconds."

Final Product

Some of the Key KPIs met:

• 1,200+ brokers onboarded in the first 6 months
• 8,500+ pieces of content generated
• 78% reported improved marketing consistency
• 65% saved 2+ hours per week
• Broker feedback: “I used to spend half a day writing emails. Now I can do it in 10 minutes.”

Marketing Genius successfully empowered brokers to market faster, stay compliant, and keep their authentic voice, proving that human and AI collaboration drives adoption and trust.