Episode 596
Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.
In this episode, Carl sits down with Owen Lee, CEO of Success Mortgage Partners, to explore one of the most groundbreaking uses of AI the mortgage world has seen yet: an automated phone agent that can answer borrower calls 24/7, collect key details, and deliver pre-qualification letters within minutes.
Owen reveals how this new AI system acts as a true digital assistant for loan officers, handling after-hours calls, summarizing conversations, scheduling appointments, and sending pre-qualification letters instantly, all while making sure no lead slips through the cracks. The result is more conversations, more offers, and more closings, even while you’re off the clock.
Carl and Owen break down why this innovation is a game changer for loan officers who want to stay ahead of the curve, and how it gives them a serious advantage over competitors still relying on voicemail. They also discuss the next phase of AI in mortgage, when it will begin analyzing docs, verifying income, and helping with true pre-approvals, plus what it means for anyone looking to scale without burnout.
If you’ve been wondering how to use AI for real business growth, this episode will show you what’s working right now and what’s coming next.
Call the live demo at 734-206-7164 to experience the AI assistant for yourself.
For more information about Carl’s upcoming accountability group, visit AllianceNextLevel.com.
Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com..
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