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Content provided by Mortgage Marketing Animals and Frank Garay. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mortgage Marketing Animals and Frank Garay or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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The AI Assistant That Booked Me an Appointment Without Me Knowing!
Manage episode 474943404 series 3316501
Content provided by Mortgage Marketing Animals and Frank Garay. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mortgage Marketing Animals and Frank Garay or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Episode 151
Welcome to another epic episode of The Mortgage Loan Officer Podcast, with your host, Frank Garay.
In this episode of the Mortgage Loan Officer Podcast, I sit down with Chris Johnstone from Mortgage Marketing Animals to talk about the Loan Officer CRM—and more specifically, its powerful built-in AI assistant.
I share my personal experience of how the assistant scheduled an appointment for me with a client—and I didn’t even realize it was turned on! After speaking with the client (who said we’d already talked), I checked the CRM and discovered the AI assistant had seamlessly converted an inbound text into a booked meeting.
Chris breaks down how the assistant also handles inbound calls, emails, and texts, helping loan officers convert more opportunities while doing less manual follow-up.
👉 Want to see it in action? Head over to http://loanofficercrm.ai to learn more.
Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.
122 episodes
Share
Manage episode 474943404 series 3316501
Content provided by Mortgage Marketing Animals and Frank Garay. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mortgage Marketing Animals and Frank Garay or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Episode 151
Welcome to another epic episode of The Mortgage Loan Officer Podcast, with your host, Frank Garay.
In this episode of the Mortgage Loan Officer Podcast, I sit down with Chris Johnstone from Mortgage Marketing Animals to talk about the Loan Officer CRM—and more specifically, its powerful built-in AI assistant.
I share my personal experience of how the assistant scheduled an appointment for me with a client—and I didn’t even realize it was turned on! After speaking with the client (who said we’d already talked), I checked the CRM and discovered the AI assistant had seamlessly converted an inbound text into a booked meeting.
Chris breaks down how the assistant also handles inbound calls, emails, and texts, helping loan officers convert more opportunities while doing less manual follow-up.
👉 Want to see it in action? Head over to http://loanofficercrm.ai to learn more.
Schedule a one-on-one free coaching call, click here or visit DailySuccessPlan.com.
122 episodes
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Similar to Mortgage Loan Officer Podcast
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