There are three AI platforms that every mortgage marketer should know if you're interested in taking your game to the next level. I use these three AI platforms almost every day. In this quick overview (it's not actually that quick!), we look at ChatGPT, Google's Bar, and Anthropic's Claude.ai. I share use cases and examples for each platform. You can access the Mortgage Marketing AI Prompt Playbook here: https://drive.google.com/drive/folders/1nV09LQgbHRlJaJTwaKg4kG7BXTsyKnZZ?usp=sharing This playbook contains prompts and exercises for all the examples I cover in the presentation. If you're i ..read more

Claude.ai chatbots for loan officers will be essential to your daily mortgage business once you discover how much time it can save you! In this video, I do a quick review of the previous Claude.ai, which used my DISC profile and Marketing DNA test results to craft lead generation ideas and, most importantly, management and motivational ideas for loan officers dragged down by this complicated market. I am demonstrating how to add attachments to Claude.ai to create content from PDFs, and maybe most exciting, I created a prompt to turn this powerful AI tool into an Underwriter Bot to answer quest ..read more

AI-Assisted Mortgage Marketing will give an advantage to modern mortgage marketers over loan originators who do not embrace AI's power in their business. In this video, I interview Chris Johnstone of Connection, Incorporated. Chris is a very early adopter of the Go High Level CRM platform and has one of the most brilliant marketing brains in the mortgage industry. We talk about the two things his company is doing to help mortgage loan originators generate business in a tough market cycle. He encourages all loan officers to focus on database management/marketing and optimizing their Google pres ..read more

Content Creation for Mortgage Transactions takes on many forms. In this episode, I am joined by Rebecca Foote, a mortgage loan officer who really "gets it" regarding content creation! Rebecca, driven by her faith and passion for education, thrives in a tough market by lifting those around her and sharing her experience and expertise. I've been following Rebecca's journey for only a short time, and I am beyond impressed with her vision, passion, and ability to consistently execute her content creation. But she doesn't do it alone....watch the whole interview so you don't pick up on one of the b ..read more

Mortgage marketing with ChatGPT is the topic today. You must "train" ChatGPT every time you start a new chat. Today, I will show you three ways to train ChatGPT how to create mortgage marketing content. Once ChatGPT is trained on a particular topic, you can ask it to produce various content and marketing pieces. The quality of the content will depend on how well you train it upfront. The three ways to train ChatGPT include: - Tell it what you know about the topic - Ask it what it knows about the topic - Feed it what you want it to know about the topic The more information you train ChatGPT on ..read more

Financial education is the most important thing we can focus on as mortgage professionals in today's market. Millennials and even Gen Z homebuyers will make up most real estate transactions for at least the next few years. Brian Vieaux, President of Finlocker, joins me in this video to demonstrate how to use modern marketing tools to engage with early-entry, tech-savvy first-time homebuyers. If you're a mortgage branch, Finlocker can be white-labeled, giving you your very own branded financial fitness tool that will give you a significant advantage over any brands not using these tools. Indivi ..read more

Agent Profit Plan is an extraordinary success strategy rolled out by legendary industry branding expert Tim Davis of The Originator's Guide In this interview, I talk to Tim about his humble beginnings and what drives his passion and creativity. Even if you never use any of Tim's ideas or products, you cannot help but be motivated and inspired by his story and his success! I highly encourage you to check out Tim's The Originators Guide coaching group. I'm on the call every week, and it's an amazing group having incredible success in today's market. Learn more about the Extraordinary Success Str ..read more

Mortgage Marketing Outsourcing is not everyone's first choice, but in many cases, it's necessary. With the market slowdown, Dan Smokoska was downsized after running the marketing department for a large retail lender for years. I started hearing about Dan several months ago as he embarked on a really smart and effective LinkedIn strategy to launch his new effort to make his marketing chops accessible and affordable for loan officers and smaller companies. Dan is a smart guy with a really smart approach to what it takes to Be Loangendary in the mortgage business by creating a lead-to-life-of-loa ..read more

Sales, they say, is a numbers game. But what happens when the numbers no longer add up? That's how many feel in the mortgage industry today. Andrea Mai is a good friend of mine and a wonderful human being with a servant's heart. In this video, we talk about how to lead with your humanity and serve others through education and empowerment. Andrea has written two books, The Calm Homebuyer's Guide & Workbook and The Calm Home Seller's Guide & Workbook, to bring down the tension and stress that can be associated with buying or selling a home. We share servant leadership strategies for gene ..read more

Mortgage Lead Generation is something that many loan officers are trying to implement into their business channels in 2023. However, it's not as easy as just "buying leads," as many have discovered. I'm joined this week by Jason Frazier, a long-time consumer direct marketer. I In this conversation, Jason shares his career insights, wisdom, and best practices for making this business channel work for you in your business today. I always find Jason's honesty refreshing. We're not trying to convince you that you should be buying mortgage leads; we're not telling you that you shouldn't be generati ..read more