Quick-Start Guide to AI Implementation

AI won’t replace good loan officers… Good loan officers will implement AI to do daily repetitive or tedious tasks so they can focus on business building activities. Will you be ahead of the curve or will you fall behind?

ACTION ITEMS

Choose one tool to master first. Some tools that were mentioned are:

• ChatGPT (most common)

• Perplexity

• Claude

• Gamma (for presentations)

Start with simple tasks

• Draft social media posts

• Create email templates, sequences, and content

• Video script generation

• Build presentation outlines and graphics

• Generate market update content

• Create client education materials

• Create cost of waiting analyses

Integrate with your current workflow

• Document current repetitive tasks

• Identify AI tools to help with each task

• Create templates and prompts

• Test and refine outputs

Your goal: To focus on relationship-building activities that AI can’t replace.