THE EVOLUTION OF THE MORTGAGE
WHERE THE MORTGAGE EXPERIENCE FALLS SHORT
MEET MORTGAGE PLANNER AI: YOUR DIGITAL REFERRAL
BEFORE DURING & AFTER
�� OptimizeTheBEFORE|DURING|AFTERProcess
�� BEFORE
Buildlisting-agent-friendlyflyers
Automateintroductionscripts Map10-dayfollow-upsequences
Suggestco-brandedmarketingtools
⏳ DURING
DraftTuesdayUpdatefollow-upmessages SetupWOWtouches(pizza,popcorn,lawn, Chefinvites)
Createpartnerreportsoragentreferrals. leadtrackingandmilestoneemails
✅ AFTER
AnnualReviewfollow-upsteps
Referralrequestcall/emailtemplates “SponsoraFriend”emailcopy
Eventinvitationsequences(e.g.,sporting tickets,holidayevents)
AN EFFORTLESS EXPERIENCE FOR ORIGINATORS
✍ GenerateContent,FastandOn-Brand
Needaquick: Emailblast?
Socialmediapost? Newsletterpiece?
Slidedeckforaworkshop?
�� SystematizeProvenProcesses
Ihelpcreate,refine,andimplementsystemslike: Before,During,AfterClientCampaigns
ReferralActivationScripts
LoyaltyLadder&RavingFanBuilder
WOWSeriesExecution&Follow-up
Suggestaccountabilityassignments
�� Role-Play&ScriptRefinement
WanttosharpenyourLO’sreferralasksoragent conversations?I’llrole-playclientdialogues, refineRing-Ringscripts,andhelpyoupractice keyvaluepropositionswithreal-worldtoneand language.
AN EFFORTLESS EXPERIENCE FOR ORIGINATORS
AN EFFORTLESS EXPERIENCE FOR ORIGINATORS
�� ExamplesofWhatYouCanAskMe “TurnthispodcastintoareferralscriptforLOs.”
“Draftamonthlypartnerreportemail.”
“Prepa15-mintrainingfornewhiresonThe UltimateReferrersystem.”
“GivemeanewscriptforaskingforGoogle reviewsafterclosing.”
“Role-playaplanningcallwithanervousfirsttimebuyer.”
�� Build&MaintainSystems
Designtrackers(e.g.,LeadTracker)
CustomizeWeeklyAccountabilityBoards Create"IdealWorkWeek"blueprints
Developnewtools(e.g.,AnnualReviewforms, ReferralTrees,etc.)
�� Multimedia&EventSupport
�� ForYouTube,Zoom,Workshops
Createtalkingpointsandslidedecksforlive trainings
SuggestYouTubetitles,descriptions,andcallsto action
Repurposetrainingsintoarticles,emails,orreels
AN EFFORTLESS EXPERIENCE FOR ORIGINATORS
�� AIPowerforScalability
SummarizelargePDFsorPowerPointdecksyou upload
Auto-generateclientstoriesortestimonialsfrom rawinfo
Breakdownbooksortrainingsinto implementationplans
Translateyourvisionintoscalabletools(from onboardingflowstopartnerpresentations)
Flowchartrevisions
TeamMeetingSummaryandActionItems
Pop-byePlansfortop50
�� Marketing&Outreach
✍ CustomContentCreation
Emailnewslettersorcampaigns
SocialmediapoststailoredtoReferral,WOW,or LoyaltyLadderthemes
Partnerrecruitmentflyersandpresentation decks
LObios,videoscripts,andpressreleasedrafts
TIMING IS EVERYTHING: WHY NOW IS THE MOMENT FOR AI
AIisn’tjustthefuture it’stoday’scompetitive edge.Withrisinginterestrates,tighterlending l dt h li t th t
