Why AI in Your CRM Is the Refi Game-Changer Loan Officers Need Right Now
Manage episode 508582027 series 3661429
In this episode, Chris Johnstone breaks down how using AI inside your CRM complete changes the game for refinance prospecting. Whether you have 40 past clients or 4,000, the AI-powered CRM handles the same load—sending messages, responding in real time, and qualifying leads automatically. Chris explains how this lets individual loan officers scale refi outreach without hiring help or burning out. For the first time ever, you can handle unlimited refinance leads with no increase in workload.
Want to actually build this setup for your business? Chris hosts a live workshop every Friday at noon ET at http://builditwithchris.com—open to all loan officers ready to integrate AI into their prospecting and follow-up.
LIVE Zoom Meeting Access: https://www.BreakfastClubZoom.com
Free Strategy Call for Loan Officers: https://www.MortgageTrainingCall.com
Learn More About Us: https://www.MortgageMarketingAnimals.com
117 episodes