Finally AI That Actually Helps Bring In More Loans
Loan Officer Freedom
Carl White
4.9 • 753 Ratings
🗓️ 11 December 2023
⏱️ 36 minutes
🧾️ Download transcript
Summary
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.
In this episode, your host, Carl White is joined by Chris Johnstone to introduce a groundbreaking CRM powered by AI that is set to revolutionize the mortgage industry.
They discuss the challenges that AI has faced in the industry and how they have overcome them to create a CRM that can book appointments, handle conversations, and automate marketing efforts.
With the ability to make four times the amount of contacts and provide intelligent responses, this CRM is a game changer for loan officers.
Tune in to learn more about this innovative technology and its potential to transform the way mortgage professionals do business.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey, gang. |
| 0:08.1 | Something a little different today, Chris and I have been working on something. |
| 0:13.2 | So I got Chris Johnstone here with me today. |
| 0:15.6 | And we've been working on something we're really, really, really excited about. |
| 0:19.5 | And frankly, we were meeting and talking about it. |
| 0:22.5 | And I said, dude, this is way too good. Let's just click the record button here. So there's no |
| 0:28.5 | intro or anything like that. So what we're talking about is we have built this CRM that is run by AI. |
| 0:42.3 | And it is unbelievable. |
| 0:44.3 | And so Chris, let's talk about how AI finally, I think the problem AI has had in the mortgage industry is we've got this thing. |
| 0:54.3 | It's really cool. |
| 0:55.2 | We're just not exactly sure what to do with it. |
| 0:57.4 | And we're designing logo, or I say we, the industry is designing logos and kind of playing with it. |
| 1:04.2 | It's like a cave man with a cell phone. |
| 1:06.7 | They go, well, that's cool pictures, but what does it really do? |
| 1:09.3 | And I think we finally code this is what you do with AI in the mortgage industry. |
| 1:15.2 | So there you go. |
| 1:18.1 | So I think the biggest transformation is the fact that we figured out how to get AI to book the appointments that every loan officer needs right now, |
| 1:30.7 | because I believe that every loan officer should be talking to borrowers that are submitting |
| 1:35.9 | applications, referral partners that have business to send to them, or new referral partner |
| 1:41.6 | relationships that they're setting up. And that's a huge struggle for people because they haven't been able to do it at scale. |
| 1:50.0 | And we've put all of that together. |
| 1:52.0 | So in a nutshell, what we have is the daily success plan, but powered by a power dialer. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Carl White, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Carl White and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.
