63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It cover art

63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It

63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It

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 WATCH▶️ ⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube⁠⁠⁠⁠⁠⁠⁠***EPISODE DESCRIPTIONIn this episode, Dean and Jason break down how Dean has integrated AI into their mortgage practice — from 30-second client emails, to instant lender policy search, and automated marketing content.There are three live use case walkthroughs, the compliance framework every broker needs, a first look at the AI Business Planning Agent coming to the CPLP platform, and the Tenth Degree AI course built to teach all of it. Dean & Jason discuss: → Dean's deep dive into AI and how he's used it to expedite ABW's workflow.→ Why AI matters for mortgage brokers and the time it takes to learn it properly. → The 3 different Broker types when it comes to AI - the skeptic, dabbler, & operator.→ Creating their new company, Tenth Degree AI, and their new AI course that can take anyone from skeptic to operator.→ The 8 things AI must never do in a mortgage and the green-yellow-red framework to use when discerning what tasks it can do in your business.→ 2 use cases to get started using AI - killing a rate objection quickly & reactivating dead leads in your CRM with a 3 email plan.→ Why Dean created the mortgage specific AI Brain MB, how it's different from other current AI platforms, and the things it can do that they can't.→ The re-vamped Canadian Perfect Loan Process course, the new one-of-a-kind AI coaching agent they're adding, and how this agent will help your business.→ How you can attend Dean's upcoming webinar titled "Your First 5 Wins as an AI Mortgage Broker".Brain MB: www.brainmb.aiCanadian Perfect Loan Process: www.perfectloanprocess.caTenth Degree AI Course: www.mtg.course.tenthdegree.aiYour First 5 Wins as an AI Mortgage Broker Webinar: www.mortgage-masters.ca/ai-workshop***CHAPTERS0:00 Intro1:11 How AI Has Expedited ABW's Workflow6:11 The Time it Takes for the AI Learning Curve9:39 What is Brain MB?13:13 The 3 AI Broker Types - Skeptic, Dabbler, Operator17:16 AI Use-Case: Killing Rate Objections in 60 Seconds21:09 AI Use-Case: Reactivating Dead Leads23:20 Brain MB Use-Case: Ranking 65 Lenders in Seconds27:16 Diving Deeper into Brain MB33:51 8 Things AI Must Never Do in Mortgages37:16 Green, Yellow, & Red Framework for AI Tasks39:08 The Re-Vamped PLP Course & New AI Coach49:01 9 Steps of the PLP AI Coach52:44 Our New Tenth Degree AI Course56:06 Your First 5 Wins as an AI Mortgage Broker Webinar & Wrap-Up57:27 Outro*** CONNECT WITH THE SHOW🎙️ The Mortgage Broker Podcast Podcast: ⁠⁠⁠⁠⁠⁠@abetterwaymortgage⁠⁠⁠⁠⁠⁠📺 The Mortgage Broker Podcast YouTube: ⁠⁠⁠⁠⁠⁠@MortgageBrokerPodcastNetwork⁠⁠⁠⁠⁠⁠📝 The Mortgage Broker Podcast Blog: ⁠⁠⁠⁠⁠⁠@ABWMedia⁠⁠⁠⁠⁠⁠*** CONNECT WITH THE HOSTS📋 Justin Noda's LinkedIn: ⁠⁠⁠⁠@JustinNoda⁠⁠⁠⁠📋 Dean Lawton's LinkedIn: ⁠⁠⁠⁠⁠⁠⁠@DeanLawton⁠⁠⁠⁠⁠⁠⁠📋 Deryk Williamson's LinkedIn: ⁠⁠⁠⁠⁠⁠⁠@DerykWilliamson⁠⁠⁠⁠⁠⁠⁠📋 Jason Marshall's LinkedIn: ⁠⁠⁠⁠⁠⁠@JasonMarshall⁠⁠⁠⁠⁠⁠*** CONNECT WITH A BETTER WAY MORTGAGES🔗 A Better Way Mortgages Website: ⁠⁠⁠⁠⁠⁠www.joinabw.ca⁠⁠⁠⁠⁠⁠📸 A Better Way Mortgages Instagram: ⁠⁠⁠⁠⁠⁠@abetterwaymortgages⁠⁠⁠⁠⁠⁠📋 A Better Way Mortgages LinkedIn: ⁠⁠⁠⁠⁠⁠@ABetterWayMortgages⁠⁠⁠⁠⁠⁠👥 A Better Way Mortgages Facebook: ⁠⁠⁠⁠⁠⁠@ABetterWayMortgages⁠⁠⁠⁠⁠⁠📬 A Better Way Mortgages Tuesday Mortgage Memo: ⁠⁠⁠⁠⁠⁠@ABWTuesdayMortgageMemo
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