Intrigue DigitalHow a Mortgage Broker Gets Named in AI Answers: A 90-Day Plan
The short answer
In the first 90 days you fix identity, build the core answer content, clean up your directories, and start measuring. You will not own every AI answer in three months, but you will move from invisible to identifiable and in the running, which is the hard part.
Here is how we sequence it for a brokerage.
Days 1 to 30: baseline and identity
Start with a baseline: check how AI assistants describe your brokerage today, and whether they name you at all. Then fix identity. Add FinancialService schema, name your brokers with verification links, and publish an llms.txt summary. Claim and complete your Google Business Profile and your MFAA or FBAA listing, with details that match your site exactly. The setup detail is in our schema and Business Profile guide.
Days 31 to 60: answer content
Build the pages that answer real borrower questions, each starting with the answer and backed by FAQ markup: borrowing capacity, broker versus bank, broker cost and how brokers are paid, first home buyer steps in your state, refinancing. This is the content AI lifts into answers. Aim for clear and genuinely useful over long.
Days 61 to 90: trust and measurement
Turn on the trust signals: ask recent happy clients for genuine reviews, publish a short video or two answering common lending questions, and look for a chance to be quoted as a broker in local or finance media. Then re-run your baseline check and watch the AI Overviews report in Google Search Console to see which questions you are starting to appear for.
From there it compounds. You keep building pages against the questions where a competitor is named and you are not. If you would rather have it run for you, book a free strategy call and we will build the plan around your brokerage.
What the research says
Independent studies on search and AI behaviour, last reviewed October 2026. We re-check these figures at least every six months.
| Measure | Before | After |
|---|---|---|
| Organic CTR on queries with an AI Overview | 1.76% | 0.61% |
| Paid CTR on queries with an AI Overview | 19.7% | 6.34% |
| Extra organic clicks for brands cited in the Overview | +35% | |
| Extra paid clicks for brands cited in the Overview | +91% |
Source: Seer Interactive, AI Overviews impact on Google CTR, September 2025 update. 3,119 informational queries across 42 organisations, June 2024 to September 2025. Seer notes citation may reflect, not cause, stronger brands.
| Platform or forecast | Figure | Date |
|---|---|---|
| ChatGPT weekly active users | 800 million | October 2025 |
| Google AI Overviews monthly users | 2 billion | July 2025 |
| Gartner forecast for traditional search volume | 25% lower by 2026 | February 2024 |
Source: TechCrunch, ChatGPT hits 800 million weekly active users (October 2025); Search Engine Journal, AI Overviews reach 2 billion monthly users (Q2 2025 earnings); Gartner, Search engine volume forecast (February 2024). Gartner's figure is a forecast, not a measurement.
Sources and further reading
Frequently asked questions
Can a broker really get named by AI in 90 days?
You can realistically go from invisible to identifiable and appearing for some questions in 90 days. Owning the answers consistently takes longer, but the first 90 days do the heavy foundational work.
What is the first thing to do?
Run a baseline check of how AI describes you now, then fix identity: structured data, named brokers with verification, llms.txt, and a complete, consistent Google Business Profile.
Do I need to post on Reddit and YouTube?
It helps, because AI assistants sample both heavily. A couple of genuinely helpful answers or short videos on common lending questions can feed the models that later name you, but identity and directories come first.
Want to be the brand AI name-drops?
Intrigue Digital does SEO, AEO and GEO for agencies and businesses. One business per industry, per postcode, so your competitor cannot take your spot.
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