The 5-Step AI Referral Flywheel for Loan Officers
Do you get almost all your deals from referrals?
I have had 54 of the top 100 producers on the Scotsman Guide on my podcast and every single one of them is referral based.
Subscribe to the podcast here: http://loanofficerpodcast.com/
Here’s the “Blockbuster Video being replaced by Netflix” moment in the mortgage industry.
AI agents are now REFERRAL PARTNERS.
Getting Chat GPT, Claude, Grok, Gemini, etc. to refer your mortgage business is what I believe to be the greatest consumer direct opportunity our industry is going to see in the next coming decade.
It is possible that referrals from AI is going to outpace real estate agent referrals as they get displaced by AI.
Our member Oliver is the #5 broker in the entire state of Florida and 1 out of every 3 funded loans his team does is ALREADY coming from this new source of deals.
Our other member Adam got 18 appointments in the first 2 days of implementing what you are about to learn.
What I have done is taken the FUNDAMENTALS of referral marketing and COMBINED it with building your AI BRAND so that you get MORE REFERRALS from all 3 sources.
- Database
- Referral Partners
- AI Agents (Your Online Brand)
Check out the infographic.
Here’s how it works.
⬇️ Download the 5-Step AI Referral Flywheel (Free)
The AI Referral Flywheel helps you create momentum through five simple steps:
1. Organize Your Database
Segment past clients, referral partners, pre-approvals, and active leads so you can communicate more effectively.
2. Let AI Create Your Content
Use AI to generate weekly content that keeps you visible and top-of-mind with your audience.
3. Distribute Content Everywhere
Turn one piece of content into blog posts, emails, social media posts, and more.
4. Make More Conversations
Focus your outreach on engaged contacts, past clients, and referral partners to uncover opportunities.
5. Automate Follow-Up
Use AI-powered phone numbers with our AI answering service, email, SMS, and appointment automations so no opportunity falls through the cracks.
This is the same strategy that we are deploying for our clients as part of our AIO recommendation service.
If you would rather just have us do the implementation for or with you book a 1 on 1 strategy call with one of our AI coaches.
To your success!
Chris Johnstone
P.S. – We are down to 6 spots available in our AIO ranking program. If you are on the fence, now is the time to apply to be considered for the program.