Maximizing Referral Opportunities with AI
Loan Officer Freedom
Carl White
4.9 • 753 Ratings
🗓️ 8 November 2023
⏱️ 27 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 discuss the use of AI in attracting more referral partners.
They delve into the step-by-step process of creating a list, reaching out to potential partners, making an offer, and implementing a follow-up sequence.
With the help of AI technology, loan officers can streamline their efforts and increase their chances of securing more referrals.
To learn more about this incredible opportunity, visit LOAITraining.com.
Tune in to learn how AI can revolutionize your referral partner strategy.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.
Transcript
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| 0:00.0 | Hey gang, this is Carl White broadcasting here in the studios today at the Mortgage Marketing |
| 0:12.8 | Animals secret headquarters. And you are listening to Loan Officer Freedom number one |
| 0:18.1 | podcast in the world today for loan officers and hot |
| 0:23.0 | topic today we're talking about i got my dear friend uh and um long time a mentor of mine mr |
| 0:31.5 | chris john stone chris good to see you brother and it's fantastic to be here carl thanks for having me |
| 0:37.2 | so love the topic so the topic today is using you brother. And it's fantastic to be here, Carl. Thanks for having me. |
| 0:37.6 | So love the topic. |
| 0:38.8 | So the topic today is using AI to get more referral partners to start referring over |
| 0:47.5 | to us. |
| 0:48.5 | Is that sum that up okay? |
| 0:50.5 | Yeah, that's perfect. |
| 0:52.7 | Did I read the script okay? |
| 0:57.6 | I think everybody knows there's no script. |
| 0:59.5 | No, there's no script. |
| 1:03.2 | Boy, wouldn't it be nice some days if there was a script, though? |
| 1:04.1 | Would that be nice? |
| 1:05.4 | It would be great. |
| 1:15.8 | So tell me, Chris, how can we use AI to attract referral partners to start referring to us? |
| 1:25.9 | Well, I kind of see it as a step-by-step process. First, you need a list. Then you need something to reach out to those people. |
| 1:29.3 | You need an offer to get them to meet with you. |
| 1:35.2 | And then after you've met with them, you need a follow-up sequence that follows up automatically so that you stay in touch and they actually send you business. |
| 1:38.3 | Because I think, and I would love your opinion on this, actually. |
... |
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