AI Assistance. Hype or High Conversion?

Loan Officer Freedom

Carl White

Mortgagemarketinganimals, Business, Loanofficer, Getmoreloans, Freedom, Mortgage, Loanofficercoaching, Carlwhite, Education, How To

5 • 743 Ratings

🗓️ 6 August 2025

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 571

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl tackles the hot topic on every LO’s mind: is AI just another shiny object, or is it actually driving more deals? You’ll hear how top-producing loan officers are really using AI to boost speed to lead, nail consistent follow-up, and fill their calendar while they sleep.

Carl also reveals where AI falls flat (hint: it can’t replace you) and why connection still beats automation every time. You’ll walk away knowing which tools are worth your time, which ones to skip, and how to use AI the right way to create more conversations and more closings.

If you’ve been wondering how AI fits into your business without losing the personal touch, this is the episode for you.

Want to see what a top LO’s day actually looks like? Grab Carl’s “Perfect Day” cheat sheet at GetMoreLoans.com.

Transcript

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0:00.0	AI assistance, hype or high conversion?
0:11.5	So let's talk about something that's got a lot of people excited and maybe just as many people confused.
0:19.1	And it's AI assistance.
0:20.5	Now, depending upon who you ask, it's either
0:24.6	going to replace all of your work or it's just another shiny object. Right. So, and as someone that
0:32.4	works with literally thousands of loan officers, here's what I can tell you. What AI isn't, it's not a magic wand.
0:40.7	But it can be a game changer, though, if you use it the right way. So let's walk through four
0:46.9	different things. Number one, what types of AI tools, loan officers are actually using, right?
0:53.0	The ones that's actually getting good work from it.
0:55.2	Number two, where are they helping with conversions? Number three, where are they failing? And number
1:02.3	four, how to stay in control while automating smartly. So first of all, what AI tools are being used?
1:09.9	So I'm seeing a few key ones kind of popping up.
1:13.3	So AI phone assistants, these answer calls, like my favorite is like they answer the call after the third ring or after hours like on weekends, things like that.
1:24.5	These AI assistants answer the phone.
1:27.0	And gosh, they're doing a really good
1:28.5	job. I'm going to do on the upcoming episode, I'm going to have the guy that set mine up. I'm
1:34.7	going to interview him and we'll do a little demo. It's pretty darn impressive. And so these things,
1:40.0	you know, they can answer your call after the third ring, and they can schedule appointments,
1:45.3	they can answer frequently asked questions, and they can even send follow-up text. It's pretty
1:51.4	impressive. So, so number one, AI phone assistance. Number two, I'm seeing like, you know, built
1:57.8	into the CRMs, like my dear friend Chris Johnstone with loan officer CRM.A.I.
2:05.2	His does these AI text follow-ups.
	...

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