Closing More Mortgage Deals with Smarter Referrals & A.I Workflows

In today’s fast-paced mortgage industry, staying ahead means working smarter, not harder. That’s exactly what Chris Johnstone dives into in the latest Loan Officer Marketing Podcast episode: Closing More Mortgage Deals with Smarter Referrals & A.I Workflows.

With a staggering 87% of mortgage deals coming from referrals, it’s clear—referral marketing isn’t just important, it’s everything. Chris shares actionable insights on how mortgage loan officers can tap into the power of AI to unlock new opportunities, build stronger relationships, and scale their business.

Key Takeaways

✅ The Power of Reciprocity in Referral Marketing
Chris emphasizes the importance of giving value first. By providing helpful resources—like a free guide on personal finance—you create goodwill that encourages clients and partners to reciprocate with referrals.

✅ Using AI to Create Engaging Content
With AI tools like Chat GPT, you can generate personalized reports and content, such as “9 Ways to Save Money Every Month.” These reports aren’t just informative—they spark conversations and keep you top of mind with past clients and referral partners.

✅ Optimizing AI Tools for Loan Officer Success
Chris shares practical strategies for integrating AI into your CRM, streamlining your workflow, and overcoming call reluctance. From using preloaded campaigns to automating follow-ups, AI can help you focus on what matters—building relationships and closing deals.

✅ Loan Officer Launch Program
Chris announces the 8-week Loan Officer Launch program—a game-changer for those ready to level up. This mastermind program helps you set up campaigns directly from your CRM, generate more conversations, and achieve better results. Plus, the first 30 days of CRM access are free for participants.

Ready to transform your mortgage business?
Tune in to the full episode and discover how AI can help you close more deals and build lasting referral partnerships.

🎧 Listen now: https://www.youtube.com/watch?v=BO4n15B8-u4
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