AI Answering Your Phone?
Loan Officer Freedom
Carl White
5 • 743 Ratings
🗓️ 25 August 2025
⏱️ 21 minutes
🧾️ Download transcript
Summary
Episode 576
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.
In this episode, Carl sits down with Chris Johnstone to explore how artificial intelligence is transforming the way loan officers connect with clients and referral partners. They dive into real-world strategies for using AI-powered voice assistants that can answer calls, capture leads, and even set appointments, all while keeping compliance in check.
Carl and Chris break down how this technology is already being used in open house follow-ups, turning casual conversations into pre-qualified appointments without missing a beat.
You’ll also hear a forward-looking discussion on how AI could soon act like a new referral partner, much like Google once did, putting loan officers ahead of the curve if they act now.
If you’ve ever wondered whether AI could really answer your phone and drive business, this episode gives you a clear picture of what’s possible today and where it’s heading tomorrow.
Get 5 free AI prompts to start using right away at LoanOfficerBrand.com.
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Transcript
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| 0:00.0 | So all things AI with Chris Johnstone. So where are we going with all this stuff, man? |
| 0:13.2 | Like we're hearing AI this and AI that and I see people making cool little pictures and funny little memes and stuff like that. And I feel like, and I know I see people you know making cool little pictures and funny little memes and stuff |
| 0:22.7 | like that and I feel like and I know we've talked about this for I feel like we're playing Pong |
| 0:26.8 | you know we've got this massive computer system we're playing and we're telling it to you know |
| 0:31.9 | make me a cute little make me look like a frog or whatever, you know. |
| 0:39.4 | What should we be focused on? |
| 0:46.1 | So having conversations, having conversations powered by AI. |
| 0:47.4 | Tell me about that. |
| 1:03.3 | So let's take a use case of, so you and I are both implementing voice agents right um and one of the ways that i believe a loan officer can take artificial intelligence and apply it today and get a loan tomorrow is by |
| 1:10.0 | approaching a top producing listing agent and saying, |
| 1:14.6 | listen, every single person that walks into your open house, you need them qualified to make |
| 1:20.6 | sure they can actually buy that house. |
| 1:22.3 | Yeah. |
| 1:22.7 | You need a long-term follow-up system because likelihood your follow-up system may not be 100% if we can agree on |
| 1:30.1 | that. |
| 1:31.2 | Yeah. And we want something that wow the experience that they remember you and your brand and they |
| 1:35.7 | want to do real estate business with you. And I think we can achieve all three of those things |
| 1:40.7 | with an AI answering service. So here's how it works. I'm going to produce a phone |
| 1:46.9 | number and every person that shows up at your open houses, they're going to call that phone number |
| 1:51.3 | and they're going to talk to my AI answer service. It's going to collect their name, phone number, |
| 1:56.6 | email address, how soon they're looking to move, and whether or not they qualify for the loan, two or three questions, just to let us know whether they're actually interested and capable of purchasing that home. And then what that AI assistant is going to do is it's going to book them in my calendar for Monday, Tuesday, Wednesday, the next week so that I can run them through the pre-qual, and then everybody that's qualified, I'm going to send them back to you and help you follow up with them, help sell them the house. so that I can run them through the prequel and then everybody that's qualified, |
| 2:17.9 | I'm going to send them back to you and help you follow up with them, help sell them a house. |
... |
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