How AI is Actually Helping Us Get More Deals

Loan Officer Freedom

Carl White

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

5 • 743 Ratings

🗓️ 27 August 2025

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 577

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 talk about how AI is truly changing the way loan officers win more deals. You’ll hear how AI can dig into your past customer database, spark conversations at scale, and even book appointments straight on your calendar without you lifting a finger. Chris also shares how real estate agents are starting to leverage AI-powered tools like open house answering services to convert more leads and bring greater value to their clients.

Carl and Chris tackle the big question about where technology ends and relationships begin, showing how smart loan officers can use AI to handle the heavy lifting while still doubling down on personal connections.

If you’ve been curious about how to actually use AI to bring in more loans and referrals without wasting time on gimmicks, this episode is packed with practical strategies you can use today.

Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.

Transcript

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0:00.0	All right. So everywhere I go, AI, AI, AI, AI. You know, it's, it reminds me what it must have been like walking around in the days of Edison and Tesla.
0:21.0	And somebody was saying, dude, wait, they just flip a switch and the light comes on.
0:27.7	Yep.
0:28.6	No smell of whale oil.
0:33.4	You know, really, I mean, that's what they, obviously not a proponent of that, but that's, that's what they used to use, you know, and stuff's got to stink.
0:40.5	Anyway, so, so, so you've been, you've been teaching a lot of AI tools here lately.
0:47.6	What's the, what's, what's, it might be hard to narrow one down, but what's the most practical or what's the most
0:57.0	generating business way an L.O. can be using AI to, you know, like, what can they be doing
1:03.5	to generate business today?
1:05.5	Oh, okay. That's a great question. Because I think a lot of loan officers struggle with, like it does
1:13.4	videos, it does music, it does pictures, but I can't really generate business with that.
1:18.3	How do I use AI?
1:19.4	And I think communication is absolutely the fundamental of where most aha moments come from,
1:25.0	but where a lot of business is actually being generated.
1:30.2	So one of the biggest problems that we used to have with the loan officer CRM is we would take
1:36.1	a past customer database that maybe hadn't been communicated with in a while.
1:40.4	Okay.
1:40.8	And we would load it in and we would just reach out for annual mortgage review, check
1:46.0	in, hey, how you doing?
1:48.0	Yeah.
1:49.0	And a loan officer would immediately get overwhelmed with the responses that came back and
1:53.5	they would be like, shut this thing off.
	...

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