AI Answering Your Phone?

Episode 576

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 Chris Johnstone to explore how artificial intelligence is transforming the way loan officers connect with clients and referral partners. They dive into real-world strategies for using AI-powered voice assistants that can answer calls, capture leads, and even set appointments, all while keeping compliance in check.

Carl and Chris break down how this technology is already being used in open house follow-ups, turning casual conversations into pre-qualified appointments without missing a beat.

You’ll also hear a forward-looking discussion on how AI could soon act like a new referral partner, much like Google once did, putting loan officers ahead of the curve if they act now.

If you’ve ever wondered whether AI could really answer your phone and drive business, this episode gives you a clear picture of what’s possible today and where it’s heading tomorrow.

Get 5 free AI prompts to start using right away at LoanOfficerBrand.com.

Schedule your one-on-one strategy call at DailySuccessPlan.com.

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The Math Behind Hiring a Caller: One Role That Can Add 15 Closings a Month

Episode 575

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 co-host Kristin Simpson to break down the real math behind hiring a dedicated caller. They share how one simple role can put you in front of hundreds of top-producing agents every year without you having to make a single cold call yourself.

You’ll hear why even just one appointment a day can add up to massive closings, how to find callers in the right places without overpaying, and the exact scripts and meeting structures that convert Zoom appointments into steady referrals.

If you’ve ever wondered whether bringing on a caller is worth the cost, this conversation shows how the numbers stack up in a way that can completely change your pipeline.

Want to see how many meetings you really need each month to hit your closing goals? Grab your free custom plan at DailySuccessPlan.com.

AI and Loan Officers: What’s Hype and What Actually Works

Episode 574

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 co-host Kristin Simpson to tackle the big question on everyone’s mind: “Is AI really taking over the mortgage world?” They share where the technology is making a real impact, like answering phones and setting appointments, and where it falls short, such as taking full applications or producing real loan conversations.

You’ll hear why AI-generated content isn’t the magic bullet for closings, how to focus on the conversations that actually matter, and why your past client database is still the biggest untapped source of free business.

If you’ve been curious about how to use AI without losing sight of what truly drives closings, this conversation will give you clarity on how to combine powerful tools with proven fundamentals.

Want proven scripts and strategies to help you close more deals from the leads you already have? Grab your free strategy call at DailySuccessPlan.com.

From Leads to Closings: Pinpointing Your Bottlenecks

Episode 573

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 Kristin Simpson to tackle one of the most common and misunderstood questions in the business: “How many leads do I actually need to hit my closing goals?” They break down the exact ratios that top producers track, why simply chasing more leads isn’t always the answer, and how to spot the real bottlenecks holding you back.

You’ll hear how to measure the four key stages of your pipeline, where most LOs lose deals, and what small process shifts can instantly boost your conversion rate.

If you’ve been wondering how to close more loans without adding more to your lead count, this conversation gives you the clarity and math you need to make it happen.

Want us to help you close more of the leads you already have? Grab your free strategy call at DailySuccessPlan.com.

How Loan Officers Bounce Back

Episode 572

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White.

In this episode, Carl dives deep into the real reasons loan officers are feeling exhausted and scattered in today’s market. He breaks down the silent signs of burnout that many LOs are battling—like phone avoidance, fake work, and the feeling of being on an island. Carl shares the powerful 3-part fix that’s helped thousands of loan officers bounce back: daily structure, real support, and being part of a winning community. You’ll hear how small changes, like joining the Call Stars group or plugging into the Alliance, can bring back clarity, energy, and profitability.

If you’ve been feeling stuck or off your game lately, this episode is your lifeline back to enjoying the business and making serious money again.

Feeling burned out? Get your spark back at GetMoreLoans.com.