Starting a business is one of the most rewarding yet challenging journeys you can embark on. When I formed a business partnership with Newstart Financial Solutions, I was eager to help people navigate the complex world of property finance. However, the reality of running a business quickly set in: managing client relationships, staying on top of administrative tasks, and building a personal brand through my blog, The Property Finance Broker, all required significant time and energy, lets not mention setting up and managing a long list of social media channels of youtube, instagram, facebook, linkedin, bluesky, X and threads to name a few.
That’s when I discovered Motion.ai—a tool that completely transformed the way I work.
Motion.ai is an AI-powered productivity platform that simplifies workflows, automates tasks, and optimises scheduling. It’s not just a tool; it’s a productivity partner that has helped me save time, stay organised, and focus on growing my business.
In this article, I’ll share how Motion.ai has supported me during my first year in business, explore its features and benefits in detail—including its new booking engine feature, which has replaced my use of Calendly—and explain why I believe it’s a must-have for anyone looking to streamline their workflow. If you’re curious to try it for yourself, you can sign up using my affiliate link: Sign up for Motion.ai here.
The Challenges of Starting Newstart Financial Solutions
When I formed the new partnership in Newstart Financial Solutions, I quickly realised that running a business comes with a unique set of challenges:
- Time Management: My to-do list seemed endless, from scheduling client meetings to preparing loan applications, creating content for my blog, posting on social media and staying across updates from Banks..
- Organisation: I struggled to keep track of deadlines, client follow-ups, and admin tasks, which often left me feeling scattered.
- Balancing Priorities: I wanted to dedicate more time to my clients, but the constant demands of running a business pulled me in multiple directions.
I needed a solution that could help me stay on top of everything without sacrificing the quality of my work or my personal life. That’s when I discovered Motion.ai.
What is Motion.ai?
Motion.ai is an all-in-one productivity platform that uses artificial intelligence to help businesses organise their tasks, optimise their schedules, and automate repetitive workflows. Originally known for its visual chatbot builder, Motion.ai has since evolved into a comprehensive tool for task and time management.
Key Features of Motion.ai:
- AI-Powered Task Management: Automatically organises and prioritises your to-do list based on deadlines, importance, and workload.
- Smart Scheduling: Uses AI to optimise your calendar, ensuring you have time for both work and personal life.
- Booking Engine: A powerful scheduling tool that replaces the need for platforms like Calendly, allowing clients to book meetings directly based on your availability.
- Workflow Automation: Simplifies repetitive tasks like sending reminders, follow-ups, and managing project timelines.
- Visual Chatbot Builder: (Optional) Allows businesses to create custom chatbots for client engagement, enhancing customer support and experience.
- Cross-Channel Integration: Connects seamlessly with tools like HubSpot to manage client communications across email, chat, and more.
How Motion.ai Helped Me as a Mortgage Broker
Here’s how Motion.ai made a tangible difference in my first year running Newstart Financial Solutions:
- AI-Powered Task Management
One of my biggest challenges was managing my workload effectively. Motion.ai’s task management feature automatically prioritised my tasks, ensuring that I focused on high-priority items first. This allowed me to stay organised and meet deadlines without feeling overwhelmed.Benefit: I no longer had to spend time deciding what to work on next—Motion.ai did it for me.
- Smart Scheduling
As a mortgage broker, my calendar is packed with client meetings, follow-ups, and deadlines. Motion.ai’s AI-powered scheduling tool analysed my calendar and optimised my daily schedule. It even accounted for my personal time, ensuring a better work-life balance. Benefit: I became more productive and less stressed, knowing that my time was being used efficiently. - Booking Engine: Replacing Calendly
One of the standout features of Motion.ai is its booking engine, which has completely replaced my use of Calendly. This tool allows clients to book meetings directly based on my availability, without the back-and-forth emails. It integrates seamlessly with my calendar, automatically updating my schedule and sending reminders to both me and my clients. Benefit: It streamlined the booking process, saving me time and ensuring a professional client experience. - Workflow Automation
Motion.ai automated several repetitive tasks, such as sending appointment reminders and follow-up emails. This freed up hours each week, which I could reinvest into client consultations and business development. Benefit: I could focus on growing my business without getting bogged down by admin work.
A Real Life Example
Creating templates in motion will allow you to speed up a process even more, enhancing overall efficiency and productivity. With what we do in our roles, a lot of work is process-driven, emphasizing the importance of structured methodologies; we are not reinventing the wheel here. However, when you have a number of tasks on the go, you need to ensure that nothing is missed, and this is where the power of templates comes into play. By establishing a template, with time suggestions on each action included, you create a roadmap that not only guides you through your responsibilities but also minimises the risk of overlooking critical components. This systematic approach can lead to increased accountability and clarity within the team, as each member knows exactly what is expected of them and the timelines they need to adhere to. In addition, templates can foster collaboration, making it easier to onboard new team members who can quickly familiarise themselves with established procedures. Overall, the use of templates is a strategic move that streamlines workflows and ensures that every task is completed with precision and care, leaving no stone unturned.
The Results: A Year in Review
Thanks to Motion.ai, my first year in business was not only productive but also rewarding. Here’s what I achieved:
- Increased Productivity: Automating tasks and optimising my schedule saved me at least 10 hours per week.
- Better Client Relationships: With more time to focus on clients, I built stronger relationships and delivered better results.
- Work-Life Balance: For the first time, I felt like I had control over my time, which made a huge difference in my personal life.
Why Motion.ai is a Must-Have Tool
Motion.ai isn’t just a productivity tool—it’s a game-changer for anyone looking to streamline their workflow. Here’s why I recommend it:
- Save Time: Automate repetitive tasks and let AI handle your scheduling and task prioritisation.
- Stay Organised: Keep track of deadlines, meetings, and projects without the stress.
- Enhance Client Experience: Use features like the booking engine and workflow automation to provide seamless support.
- Boost Productivity: Achieve more in less time with smart scheduling and task management.
If you’re ready to take your productivity to the next level, sign up for Motion.ai today using my affiliate link: https://get.usemotion.com/i608aqmjkgzp.
What are you waiting for?
Forming a business partnership with Newstart Financial Solutions and navigating my first year as a mortgage broker has been a challenging yet rewarding experience. Tools like Motion.ai have been instrumental in helping me overcome the hurdles of time management, organisation, and workflow efficiency.
If you’re a small business owner, mortgage broker, or professional looking to streamline your work, I can’t recommend Motion.ai enough. It’s the ultimate productivity partner that lets you focus on what truly matters—your clients and your growth.
Ready to see the difference for yourself? Sign up here and start transforming the way you work today.
Be sure to check out all our social channels, just search for NewStart Financial Solutions and The Property Finance Broker for more.
The Property Finance Broker 
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