In this tactical deep dive, Chris Johnstone shows loan officers how to build and deploy a custom-branded AI assistant that keeps your name in front of past clients—and generates referrals automatically. If you’ve got a database that isn’t working as hard as it should, this is your roadmap to change that.

Chris walks through the exact CRM workflow he uses to tag past clients, trigger smart email campaigns, run targeted Facebook ads, and direct people to an AI-powered assistant that answers financial questions while recommending you. You’ll also see the messaging framework that makes the assistant feel personal and trustworthy—plus the key line that gets clients to refer their friends. If you want scalable follow-up without losing the human touch, don’t miss this one.

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