63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It
MAR 19, 202659 MIN
63: The AI Playbook I Built for Mortgage Brokers — And Why I’m Sharing It
MAR 19, 202659 MIN
Description
<p>WATCH</p><p>▶️ <a href="https://youtu.be/PdujYogCV2Q" target="_blank" rel="ugc noopener noreferrer">Watch this episode on YouTube</a></p><p>***</p><p><br /></p><p><strong>EPISODE DESCRIPTION</strong></p><p>In this episode, Dean and Jason break down how Dean has integrated AI into their mortgage practice — from 30-second client emails, to instant lender policy search, and automated marketing content.</p><p><br /></p><p>There are three live use case walkthroughs, the compliance framework every broker needs, a first look at the AI Business Planning Agent coming to the CPLP platform, and the Tenth Degree AI course built to teach all of it. </p><p> </p><p>Dean & Jason discuss:</p><p> </p><p>→ Dean's deep dive into AI and how he's used it to expedite ABW's workflow.</p><p><br /></p><p>→ Why AI matters for mortgage brokers and the time it takes to learn it properly.</p><p> </p><p>→ The 3 different Broker types when it comes to AI - the skeptic, dabbler, & operator.</p><p><br /></p><p>→ Creating their new company, Tenth Degree AI, and their new AI course that can take anyone from skeptic to operator.</p><p><br /></p><p>→ The 8 things AI must never do in a mortgage and the green-yellow-red framework to use when discerning what tasks it can do in your business.</p><p><br /></p><p>→ 2 use cases to get started using AI - killing a rate objection quickly & reactivating dead leads in your CRM with a 3 email plan.</p><p><br /></p><p>→ Why Dean created the mortgage specific AI Brain MB, how it's different from other current AI platforms, and the things it can do that they can't.</p><p><br /></p><p>→ The re-vamped Canadian Perfect Loan Process course, the new one-of-a-kind AI coaching agent they're adding, and how this agent will help your business.</p><p><br /></p><p>→ How you can attend Dean's upcoming webinar titled "Your First 5 Wins as an AI Mortgage Broker".</p><p><br /></p><p>Brain MB: <a href="https://www.brainmb.ai/" target="_blank" rel="ugc noopener noreferrer">www.brainmb.ai</a></p><p>Canadian Perfect Loan Process: <a href="https://www.perfectloanprocess.ca/" target="_blank" rel="ugc noopener noreferrer">www.perfectloanprocess.ca</a></p><p>Tenth Degree AI Course: <a href="https://mtg.course.tenthdegree.ai/" target="_blank" rel="ugc noopener noreferrer">www.mtg.course.tenthdegree.ai</a></p><p>Your First 5 Wins as an AI Mortgage Broker Webinar: <a href="http://mortgage-masters.ca/ai-workshop" target="_blank" rel="ugc noopener noreferrer">www.mortgage-masters.ca/ai-workshop</a></p><p>***</p><p><br /></p><p>CHAPTERS</p><p>0:00 Intro</p><p>1:11 How AI Has Expedited ABW's Workflow</p><p>6:11 The Time it Takes for the AI Learning Curve</p><p>9:39 What is Brain MB?</p><p>13:13 The 3 AI Broker Types - Skeptic, Dabbler, Operator</p><p>17:16 AI Use-Case: Killing Rate Objections in 60 Seconds</p><p>21:09 AI Use-Case: Reactivating Dead Leads</p><p>23:20 Brain MB Use-Case: Ranking 65 Lenders in Seconds</p><p>27:16 Diving Deeper into Brain MB</p><p>33:51 8 Things AI Must Never Do in Mortgages</p><p>37:16 Green, Yellow, & Red Framework for AI Tasks</p><p>39:08 The Re-Vamped PLP Course & New AI Coach</p><p>49:01 9 Steps of the PLP AI Coach</p><p>52:44 Our New Tenth Degree AI Course</p><p>56:06 Your First 5 Wins as an AI Mortgage Broker Webinar & Wrap-Up</p><p>57:27 Outro</p><p>***</p><p> </p><p>CONNECT WITH THE SHOW</p><p>🎙️ The Mortgage Broker Podcast Podcast: <a href="https://linktr.ee/themortgagebrokerpodcast?utm_source=linktree_profile_share&ltsid=bf8c6904-a28b-4518-9662-645edb5ce53b" target="_blank" rel="ugc noopener noreferrer">@abetterwaymortgage</a></p><p>📺 The Mortgage Broker Podcast YouTube: <a href="https://www.youtube.com/@MortgageBrokerPodcastNetwork" target="_blank" rel="ugc noopener noreferrer">@MortgageBrokerPodcastNetwork</a></p><p>📝 The Mortgage Broker Podcast Blog: <a href="https://www.joinabw.ca/media" target="_blank" rel="ugc noopener noreferrer">@ABWMedia</a></p><p>***</p><p> </p><p>CONNECT WITH THE HOSTS</p><p>📋 Justin Noda's LinkedIn: <a href="https://www.linkedin.com/in/justin-noda-4b865719b/" target="_blank" rel="ugc noopener noreferrer">@JustinNoda</a></p><p>📋 Dean Lawton's LinkedIn: <a href="https://www.linkedin.com/in/dean-lawton-07184998/" target="_blank" rel="ugc noopener noreferrer">@DeanLawton</a></p><p>📋 Deryk Williamson's LinkedIn: <a href="https://www.linkedin.com/in/deryk-williamson-271697106/" target="_blank" rel="ugc noopener noreferrer">@DerykWilliamson</a></p><p>📋 Jason Marshall's LinkedIn: <a href="https://www.linkedin.com/in/jasonmarshallma/" target="_blank" rel="ugc noopener noreferrer">@JasonMarshall</a></p><p>***</p><p> </p><p>CONNECT WITH A BETTER WAY MORTGAGES</p><p>🔗 A Better Way Mortgages Website: <a href="https://www.joinabw.ca/" target="_blank" rel="ugc noopener noreferrer">www.joinabw.ca</a></p><p>📸 A Better Way Mortgages Instagram: <a href="https://www.instagram.com/abetterwaymortgages/" target="_blank" rel="ugc noopener noreferrer">@abetterwaymortgages</a></p><p>📋 A Better Way Mortgages LinkedIn: <a href="https://www.linkedin.com/company/dominion-lending-centres---a-better-way/?originalSubdomain=ca" target="_blank" rel="ugc noopener noreferrer">@ABetterWayMortgages</a></p><p>👥 A Better Way Mortgages Facebook: <a href="https://www.facebook.com/abetterwaymortgages/" target="_blank" rel="ugc noopener noreferrer">@ABetterWayMortgages</a></p><p>📬 A Better Way Mortgages Tuesday Mortgage Memo: <a href="https://www.joinabw.ca/abw-tuesday-mortgage-memo" target="_blank" rel="ugc noopener noreferrer">@ABWTuesdayMortgageMemo</a></p>