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Latest / Modern Lending Podcast

How Loan Officers Get Recommended by AI

How loan officers get recommended by AI starts with one simple reality: AI can only recommend what it can find online. In this live session, I break down how mortgage professionals can stay visible, relevant, and trusted as clients increasingly turn to AI for answers.

We look at the shift from a referral-first society to an internet-first world, how platforms like Zillow intercepted the customer, and why the biggest AI threat for loan officers is not technology adoption. It is becoming irrelevant.

I also share practical ways to stay connected through calls, texts, email, physical mail, social…

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