How to Get Ranked Inside ChatGPT and Turn AI Leads into Closed Mortgage Deals

AI Is Changing Everything in Mortgage Marketing

Over the last decade, we’ve seen major shifts in how homebuyers search for mortgage advice. First, it was Google. Then came social media. Now, artificial intelligence has completely transformed the game — and it’s happening fast.

If you’ve ever searched for a product or service using AI tools like ChatGPT, Gemini, or Grok, you’ve probably noticed how much more helpful and conversational those experiences are compared to scrolling through dozens of Google results. Consumers feel the same way. That’s why more borrowers are using AI to research mortgage companies, loan products, and refinance options than ever before.

In fact, 63% of first-time homebuyers are now active ChatGPT users — the fastest adoption rate of any technology in history

Why You Need to Be Recommended by AI

Your customers aren’t just searching for “the best mortgage broker in [your city]” — they’re asking AI for recommendations. And those AI tools are pulling from real data sources: your reviews, your press coverage, your blog posts, and the authority you’ve built online.

If your business isn’t teaching and training AI who you are, it’s going to recommend your competitors instead

To stay ahead, you must:

Use ChatGPT to create your content – Blog posts, emails, and social updates written and refined inside ChatGPT help it learn who you are and what you do.
Add an AI.txt file to your website – Just like the old robots.txt for Google, this new file helps AI tools find and understand your business
Reverse-engineer your market – Ask ChatGPT who it recommends in your city and check the “Sources” list. Make sure your website appears on as many of those referenced sites as possible
Build real authority – Publish press releases about real mortgage products and clients you help. When those get picked up by news outlets like Fox, NBC, and Bloomberg, AI recognizes your brand as a trusted expert

AI Leads Are Higher Quality Leads

When you’re ranked inside AI, you attract pre-sold, highly qualified borrowers. These are people who have already researched your business, trust your expertise, and are ready to apply.

Our clients are seeing higher closing ratios on AI leads than even their best Google leads. And in some cases, borrowers are filling out full mortgage applications online without ever speaking to a loan officer

Where to Start

Building AI authority is a long-term investment — but it’s worth it. Start by updating your website foundation, getting consistent with your content, and making sure AI can find and trust your business.

If you’re serious about scaling, consider partnering with experts who can handle the technical side while you focus on closing loans and meeting with referral partners.

If you’d like to have a conversation with our team about how we can rank you inside AI and on the front page of Google, we work with two clients per market.

It’s a highly bespoke program that includes full AI SEO setup, ranking strategy, and press release distribution.

Click below to book a call with Jen.

Disclaimer: Hey there, awesome visitor! Just a quick note: The examples we show in our demos are purely for demonstration purposes. We’re not making any income claims or guaranteeing that you’ll get the same results. In fact, many CRM users see zero results because they never actually launch their campaigns. Success comes from action, dedication, and a sprinkle of magic (okay, maybe not magic, but you get the idea). So, while we’re here to guide and support you, your results are entirely up to you!