Paradigm launches free AI readiness Scorecard Tool for advisers

Paradigm has today (25th November 2025) launched a new Artificial Intelligence (AI) Readiness Scorecard tool, created in partnership with specialist marketing agency, The Yardstick Agency

Related topics:  Technology,  AI
Editor | Modern Lender
25th November 2025
Tech Partners

Paradigm has today (25th November 2025) launched a new Artificial Intelligence (AI) Readiness Scorecard tool, created in partnership with specialist marketing agency, The Yardstick Agency.

The tool is designed to help brokers assess how well-prepared their business and marketing activity is for the rise of AI and Large Language Models, such as ChatGPT, and how efficiently businesses are using technology overall.

The scorecard – available here - has been developed exclusively for Paradigm member firms and follows the results of Paradigm’s first national AI survey, which showed high levels of engagement with AI tools but a strong desire for further guidance, training and practical support

It takes around five minutes to complete, and on completion, firms receive a personalised results page outlining their strengths, any potential gaps, and recommendations to improve their efficiency, visibility, and readiness for AI-driven consumer behaviour.

Earlier this month, Paradigm announced the results of its AI survey – the full results are here - which showed that, out of the participating brokers:

  • 75% understand how AI has evolved over the past 50 years.
  • 81.7% have used tools such as ChatGPT or Copilot in the last three months.
  • Only 45.1% understand the difference between Open and Closed Data. 

Paradigm said the new AI Readiness Scorecard tool will help firms understand how effectively they are using technology, particularly as more consumers potentially turn to AI to research or choose a mortgage adviser. It will also help guide Paradigm in ensuring its members’ progression is up to date.

Richard Howes, Director of Mortgages at Paradigm Mortgage Services, commented:

“Our recent survey showed a real appetite for more practical support around AI usage. This exclusive, first-of-its-kind scorecard tool provides advisers with a simple way to understand where they currently stand. It is independent and will help firms identify where they can enhance their processes, marketing and technology use. If members would like to discuss their results they get from using the tool, they can contact either myself or our Business Development team.”

Phil Bray, CEO of The Yardstick Agency, said:

“It’s been a pleasure to work with Paradigm Mortgage Services to bring this free scorecard tool to life. It gives clear, practical steps to help businesses become more efficient and attract more clients. Our team is also available to support firms who want help implementing the recommendations.”

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