How Jarrod Manley Turned 32 Calls Into 9 Applications Using AI and CRM
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In today’s competitive mortgage market, the loan officers winning the most deals aren’t just working harder — they’re working smarter. In a recent episode of The Loan Officer Marketing Podcast, host Chris Johnstone sat down with Jarrod Manley, a top-performing loan officer who shared how he combined the Loan Officer CRM with Mortgage Marketing Animals’ Call Blitz system to generate nine new applications and a HELOC from just 32 calls in one day.
This episode is a goldmine for anyone who wants to learn how to reignite their database, leverage AI tools, and close more refinance and purchase deals — even in a shifting market.
Step 1: Reignite Your Database with Proven Call Blitz Systems
Jarrod didn’t buy new leads or spend thousands on ads. Instead, he went back to his own database — calling 32 past clients and leads who were already familiar with him.
By using the Loan Officer CRM power dialer and Mortgage Marketing Animals scripts, he reached out with purpose and enthusiasm. Within hours, his phone calls turned into real applications, including several refinances and a home equity line of credit.
👉 Pro tip: Most loan officers already have hundreds of opportunities sitting inside their database. The key is having a structured system and the right follow-up process to turn those contacts into conversations — and those conversations into closings.
Step 2: Use AI to Make Every Message Sound Human
Jarrod didn’t just copy scripts — he improved them with AI.
By using ChatGPT directly inside the Loan Officer CRM, he fine-tuned his call scripts, follow-up emails, and video messages to sound more natural and personal.
“The only way your AI becomes unique is through the interaction it has with you,” Jarrod said. “My AI knows me because we’ve been working together for years.”
This combination of automation + personalization is what allows top producers to scale outreach while keeping every message authentic.
Step 3: Stay Consistent and Keep the Right Mindset
Even with all the tech tools available, mindset and consistency remain the biggest differentiators in loan officer success. Jarrod emphasized the importance of staying positive and taking action:
“If you’re looking for opportunity, you’ll find opportunity. If you’re looking for doom and gloom, you’ll find that too.”
The message is clear — the market still has opportunities for loan officers who are proactive, positive, and ready to serve their database.
Step 4: Scale Your Success Through Referral Partners
Once Jarrod finishes his current database, the next step is simple: help real estate agents reactivate their past clients using the same system.
By offering this as a value-added service, loan officers can deepen agent relationships and open a steady stream of referral deals.
Imagine showing a top agent that you generated nine applications in one day — and then offering to do the same for their past clients. That’s how partnerships are built.
Why This Matters for Loan Officers in 2025
AI and automation are no longer optional — they’re essential. The loan officers who embrace AI-powered CRMs like Loan Officer CRM are building systems that save time, boost conversions, and give them a serious competitive edge.
Jarrod’s story proves that you don’t need more leads — you just need to reconnect with the ones you already have, using the right technology and mindset.
Key Takeaways
32 calls = 9 applications and 1 HELOC using CRM + Call Blitz
AI tools refine every script and email, making outreach more effective
Consistent calling and positive mindset turn opportunity into income
Referral partnerships multiply results and keep pipelines full
Tune in to The Loan Officer Marketing Podcast to hear the full conversation with Jarrod Manley and learn exactly how he used AI and CRM to unlock hidden deals in his database.
👉 Listen now and start turning your database into daily applications
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