Loan Officer Marketing with Chris Johnstone

AI, Automation, and Loan Officer Referral Strategies


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Welcome to episode 4 of the Loan Officer Launch podcast series! In this episode, host Chris Johnstone reveals the groundbreaking strategies that are transforming how successful loan officers generate business in 2025. Discover why 87% of funded loans come from referrals, and learn the automated systems that are helping loan officers work smarter, not harder.

 

🔹 Key Takeaways:

1️⃣ The "7 Pathways" System: Learn how to leverage AI-powered automation to consistently generate referrals from past clients, qualified agents, and centers of influence - eliminating the need for unreliable cold leads.

2️⃣ Your 24/7 Digital Loan Officer Assistant – Why traditional CRM approaches are failing loan officers, and how the new wave of AI-powered tools can handle prospect conversations, appointment booking, and follow-ups automatically while maintaining authentic relationships.

3️⃣ The 8-Week Launch System – The proven 8-week framework for implementing these systems in your business, including how to use AI for content creation, social proof, and establishing yourself as the go-to mortgage expert in your local market.

 

Don't let another day go by watching your competition leverage AI while you're stuck in the old way of doing business. The mortgage industry is changing faster than ever, and the loan officers who adapt now will be the ones dominating their markets tomorrow.

 

Tune in now!

 

THE CART IS OPEN! - https://loanofficercrm.ai/loan-officer-launch-video-4/

 

I just announced that I will be working with a select group of Loan Officers over the next 8 weeks to help them launch their systems step by step.

Here are the details so you can decide if this is right for you:

When you invest today, you will receive:

  • 8 weeks of LIVE mastermind training with me—each week, we launch a new A.I.-powered CRM system for your business.

  • Full access to The Loan Officer A.I. CRM, complete with setup.

    • Includes 8 A.I. booking bots, Power Dialer, Auto-Appointment Calendar Integration, Success Trackers, and a list of 300 qualified real estate agents per month.

  • Three (3) one-on-one onboarding calls with our team.

  • Daily instant access to ZOOM support

    (Monday–Friday, 10 AM – 4 PM).

     

  • My full A.I. prompt library, with ongoing updates and weekly access to my A.I. Inner Circle calls, where we build resources LIVE every week for our community.

Plus, you’ll receive six exclusive bonuses:
  • The Loan Officer Digital Business Card—a website template for your marketing and social media profiles.

  • Our Custom Missed Call Text Back Bot—ensuring every returned call from the Power Dialer gets converted in real time.

     

  • The Podcasting Powerhouse Training—learn how to convert referral relationships with top Agents, Financial Planners, Attorneys, Title Reps, Insurance Advisors, and other influential professionals using A.I. automation (no tech skills required).

  • The Blogging & SEO Workshop—a step-by-step guide from my team on how we rank in the top three on Google searches.

  • The Facebook & Instagram Branding Ads Workshop—helping you generate referrals, not cold leads.

  • The "Get More Appointments" Concierge Workshop—a behind-the-scenes look at our appointment-setting team, which books thousands of referral appointments for our clients.

You get all of this for a one-time investment of less than the profit from a single closed loan.

Get the full details and join me inside before it’s too late! https://loanofficercrm.ai/loan-officer-launch-video-4/

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Loan Officer Marketing with Chris JohnstoneBy Chris Johnstone

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