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Why AI in Your CRM Is the Refi Game-Changer Loan Officers Need Right Now

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Manage episode 508582027 series 3661429
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White 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://podcastplayer.com/legal.

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

  continue reading

117 episodes

Artwork
iconShare
 
Manage episode 508582027 series 3661429
Content provided by Carl White. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carl White 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://podcastplayer.com/legal.

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

  continue reading

117 episodes

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