User
Write something
Welcome! Introduce yourself + share a pic of your workspace 🎉
Let's get to know each other! Comment below sharing where you are in the world, a photo of your workspace, and something you like to do for fun. 😊
AI TRAINING OF THE DAY Build Your Own Mortgage Tool With Google AI Studio
Today’s training is a little more intermediate, but I think this is one of the bigger shifts happening with AI right now. You do not have to be a programmer to build a simple tool for your business anymore. In this video, Mikey No Code uses Google AI Studio to build an actual productivity app from a plain English description. He creates the interface, calendar, task system, event creator, focus timer, AI assistant, notes section, tests the app, and shows how it can be deployed. Quick warning, the beginning talks about how much money another app supposedly makes. Ignore that part. That is not why I picked this video. What I want you to watch is the actual build process and how he keeps telling AI what the application should do, testing what it creates, then improving it. That is the valuable part. Here are four ways my mortgage brain immediately thinks about using this. 1. Realtor Relationship Tracker Imagine having your own simple tool where you can see every Realtor you are developing a relationship with. Their company. Their niche. The last time you talked. The next time you should follow up. Marketing ideas you have discussed. Open houses or listings you are helping with. The next action you need to take. You do not necessarily need to go buy another CRM just to experiment with an idea like that. You can prototype the tool yourself. 2. Open House Marketing Planner You could build a tool where you enter the property, Realtor, open house date, and marketing objective. Then it helps organize everything that needs to happen. Realtor outreach. Social content. Property marketing. Financing education. Follow up. Co marketing ideas. Instead of rebuilding the process every weekend, you have a system. 3. Lead Follow Up Dashboard You could create a simple internal dashboard that organizes leads by referral source, current status, appointment date, next contact, and follow up date. Then instead of trying to remember who you need to call, you have one place showing you what needs attention.
0
0
AI TRAINING OF THE DAY HeyGen for Beginners
Today I am sharing a really good starting point for anyone who wants to create AI video but has not spent much time inside HeyGen yet. This tutorial walks through creating your first AI avatar video, using HeyGen AI Studio, cloning yourself to create a Digital Twin, and creating additional AI characters. The reason I think this is useful for loan officers is that you do not have to choose between making video content and spending your entire day recording video. Once you understand how the system works, you can use AI video for some of the educational and repetitive content while still using real video when your personality and personal connection matter most. Here are a few ways I would use this in the mortgage business. 1. Borrower Education Create short videos explaining things you answer all the time, such as seller concessions, VA financing, FHA basics, credit preparation, the preapproval process, or what happens after going under contract. 2. Realtor Co Marketing Create a video for an open house, listing, builder community, or financing strategy that your Realtor partner can share with their audience. 3. Build a Weekly Video Series Create a consistent educational series where your Digital Twin handles some of the production instead of you having to sit down and record every single video from scratch. 4. Repurpose Approved Content Take an educational message you have already created and turn it into additional video content, or create another language version when appropriate. The important part is that AI video does not remove your responsibility to review what gets published. If the video includes mortgage programs, payments, rates, product details, disclosures, or other financial claims, verify everything before it goes out. TRY THIS TODAY Pick one question borrowers ask you all the time. Write a simple 30 to 45 second answer, put it into HeyGen, and create your first avatar video. Do not worry about making it perfect. The goal today is simply to learn the workflow from script to finished video.
AI TRAINING OF THE DAY Create Better Presentations With Gamma AI
Today’s training is a beginner friendly walkthrough of Gamma, an AI tool that can help you create polished presentations without spending hours moving text boxes around PowerPoint. This is one of those AI tools where I think the mortgage use cases are pretty obvious. We create presentations all the time. Realtor meetings. Homebuyer seminars. Builder presentations. Open house marketing. Mortgage education. Team training. The problem is that most loan officers either do not have time to build good presentations or spend way too much time trying to make them look professional. Gamma can help with both. Here are four ways I would use it in the mortgage business. 1. Realtor Lunch and Learns Create a presentation around one useful topic that helps Realtors sell more homes. Seller concessions. 2 1 buydowns. VA financing. How to save a loan another lender cannot close. Financing strategies for listings that are sitting on the market. Give Gamma the audience, topic, approved information, and what you want the Realtors to understand when they leave. Then let it help build the first version of the presentation. 2. Homebuyer Seminars Take the information you already explain to buyers every day and turn it into a visual presentation. You could create one around: The homebuying process Understanding preapproval Closing costs Credit preparation VA home loans First time buyer mistakes What happens after you go under contract Instead of starting with a blank PowerPoint every time, start with your actual knowledge and let AI help organize it. 3. Builder and Open House Presentations You could create a short presentation around a specific community, property, or financing strategy that you can share with a Realtor or builder. Add the property information, financing concepts, target buyer, and your marketing strategy. Now you have something much more useful than another generic mortgage flyer. 4. Turn Existing Content Into Presentations This might be the easiest place to start.
1
0
AI TRAINING OF THE DAY Turn ChatGPT Work Into Your AI Chief of Staff
Today’s training is a little more intermediate, but this is exactly where I think loan officers should start heading with AI. Peter Yang sits down with Jason Liu from the Codex team and walks through how Jason actually uses ChatGPT Work and Codex throughout his workday. This is not just prompting. He shows how he keeps ongoing work inside persistent threads, builds a chief of staff system across his communication tools, teaches AI reusable Skills, and manages longer projects using a goal, plan, and work log. The biggest lesson is simple. Stop thinking about AI as something you open every time you have a question. Start thinking about it as a workspace that already understands the job you are trying to accomplish. Here are a few ways I would apply this to the mortgage business. 1. Build a Mortgage Chief of Staff Give ChatGPT Work access only to the approved information and tools you want it using. Have it review your calendar, email, tasks, and approved pipeline information and tell you what actually needs your attention. Closings coming up. Borrowers waiting on something. Realtors you need to call. Applications that have stalled. Important emails you have not answered. Then have it prepare the work for you without automatically sending anything. 2. Create a Referral Partner Assistant Have one workspace focused on your Realtor and referral partner relationships. Keep your strategy, examples, meeting notes, follow up rules, marketing ideas, and approved relationship information there. Then use it to prepare for meetings, identify people you have not followed up with, research opportunities, and draft personalized outreach. 3. Turn Your Best Processes Into Skills This is one of the most useful parts of the video. When you repeatedly teach AI how you want something done, stop teaching it from scratch. Turn that process into a reusable Skill. You could build Skills for Realtor emails, social content, newsletters, open house marketing, borrower education, weekly production reviews, or anything else you create repeatedly.
0
0
1-13 of 13
AI Advantage (MLO)
skool.com/ai-advantage-mlo
AI workflows, prompts, and automations for loan officers to create content, follow up faster, and turn more leads into loans.
Leaderboard (30-day)
Powered by