If you already use Microsoft 365 (Outlook, Word, Excel, etc.), Copilot can be a simple but powerful addition. It can help draft emails, summarise meeting notes, pull out key data from spreadsheets and even generate to-do lists based on your calendar. It works inside the tools you already use every day, saving time without needing to learn something new.

Claude is an AI assistant that can help you write, proofread or summarise emails. If you’re drafting responses for brokers, chasing documents or keeping clients updated, Claude can speed up your writing and help you sound clear and professional. It’s particularly handy when you’ve got a backlog of messages to get through or need to communicate complex or disappointing news to customers.

Notion is a digital workspace that can help you organise your daily work. You can create to-do lists, track each case, set reminders, and manage priorities. It’s simple to use and flexible enough to suit how you like to work. With a bit of setup, it can become a central hub for your week.

Otter.ai records and transcribes meetings and calls in real time. It’s ideal for noting down what’s discussed on calls with brokers, solicitors or lenders, so you can focus on the conversation rather than trying to write everything down. It also makes it easy to share summaries with others in your team if needed.

Grammarly helps you improve written communication by checking your spelling, grammar and tone. It works in email, web forms and documents. It can help catch small mistakes before you press send, especially when you’re rushing or working through a high volume of messages.

AI isn’t here to take over your job. But it can make it easier. The tools above are all designed to reduce the time spent on repetitive or manual tasks, so you can focus on what really matters – like getting cases over the line and keeping everyone updated.

At Pepper Money, we know how important the role of mortgage administrators is. You’re often the ones holding the process together. That’s why we think it’s worth exploring simple tools that can support the way you already help take a bit of pressure off during busy times.