We spent week one building the AI org chart and week two connecting the tools. This week on the Loan Officer Breakfast Club we actually launched them. Here is what we covered: - Why following up with a lead in the first 5 minutes increases your conversations by 21 times, and how an AI employee handles the call, text, and email automatically so you never miss that window again. - Four AI employees you can deploy today: database marketing that watches your CRM for agent signals and reaches out with value, new lead follow-up that runs 24/7 without you, weekly loan status updates that chase documentation and touch your referral partners at the same time, and daily Zoom meeting follow-up that drafts every recap and keeps your pipeline moving. - How I now have AI answering my cell phone. It picks up, qualifies the caller, and texts me a summary. If I miss a follow-up, my dot reminds me the next morning. The more of these you launch, the more time you get back to do the work that actually closes loans.

This is Class 3 of our AI Business System series and this is where it all comes together. I walk through the full process of actually creating AI employees inside ChatGPT, assigning them to Scout my dot, and letting them run on their own without me having to manage every step. I show you how to use the Record a Skill feature inside ChatGPT to teach your AI a workflow one time by recording your screen, and then have it repeat that process perfectly every single day. I also walk through how to connect your tools so your AI employees can actually access everything they need to do the work. We built a Friday CRM cleanup employee live on the call, introduced it to Scout, and then watched AI go into Zoom, find a podcast recording, clip the best moment, add captions, and post it directly to YouTube as a short, all while we watched. If you have been doing the same tasks manually every week, this session is where that stops. Join me live every Friday at Noon EST: loaifriday.com

Here is the replay from our AI Business System training. In this session, we walked through why AI is quickly becoming one of the biggest shifts in mortgage and real estate lead generation, and how professionals can position themselves now before the market gets crowded. Main Takeaways From The Presentation 1. The AI Business System We opened with the core promise of the training: how mortgage and real estate professionals can start generating deals from AI-driven discovery, referrals, and follow-up. 2. AI Is Moving Toward Autonomous Systems The presentation covered how the next stage of AI is not just chat prompts. It is autonomous systems that can support and eventually outperform many economically valuable workflows. 3. Customers Move Toward Convenience The market consistently rewards convenience. If customers find easier ways to research, compare, and make decisions, they will move there quickly. 4. Traditional Lead Sources Are Changing Google lead volume is down, but home sales are still happening. The point is simple: customers did not disappear. Their attention and behavior shifted. 5. AI Adoption Is Growing Fast AI usage is accelerating faster than almost any consumer technology we have seen. More people are using AI weekly, which means buyer behavior is changing in real time. 6. AI Is Becoming Part Of Everyday Decisions The deck showed how people are already using AI for advice, research, recommendations, planning, and decision support. 7. AI Is Not Just A Tool For Business Owners Your clients are using AI too. They are asking it questions, researching options, and getting guidance before they ever speak to a professional. 8. AI Can Influence Property Search We looked at examples like daily listing alerts and AI-assisted property comparisons. These tools make the search process feel faster and more personalized. 9. AI Can Analyze Properties AI can help buyers and investors compare listings, review property details, evaluate rental potential, and organize their thinking before taking the next step.

Gang, This is crAIzy. 😂 Today during the AI Mastermind call at noon I asked my Chat GPT DOT to access my Zoom and pull a podcast recording that I had done and turn it into a reel and post it on my YouTube. This is what it created with 0 feedback from me! https://www.youtube.com/shorts/UmSpswyHNvw PS - If you want our team to rank you on AI fill out the form on this page. https://www.loaireferrals.com

Today one of the candidates that applied for our new solutions executive position was interviewed for 15 minutes by LinkedIn’s live AI! What an amazing use case. Imagine your AI interviewing your clients to prepare them for their mortgage qualification call!