AI Resources for Mortgage Professionals
A curated guide for The 360 Experience podcast listeners.
Thank you for tuning in to our conversation on The 360 Experience! As promised, we've put together this resource guide to help you get started with AI in your mortgage business.
Whether you're looking to enhance client interactions, streamline your processes, or simply explore AI's potential, this guide offers practical tools and insights you can implement right away.
Table of Contents
🚀 Quick Start: Your First Steps with AI
Choose Your Platform
Start with one of the "Big Three" frontier AI models:
- ChatGPT (OpenAI) - Powerful deep research, advanced voice mode for roleplay, agent mode
- Claude (Anthropic) - Excellent for writing, coding and integrations with your software
- Gemini (Google) - Strong integration with Google Workspace
Pro tip: Invest in a paid subscription ($20/month) for dramatically better performance and features.
🎯 AI Use Cases for Mortgage Professionals
1. Transforming Voice notes into Professional Outputs
Use voice capture for productive walks:
- Record your thoughts using Apple Voice Memos (iPhone) or Google Recorder (Android). These native apps on your phone are the most reliable for long-form recording.
- Transcribe access and copy your transcript from Apple Voice Memos (instructions) or Google Recorder (instructions).
- Transform the transcript by pasting into your AI Chat with a prompt like: “Transform this transcript into a ___” or “Clean this transcript by removing all filler words, fixing transcription errors, correcting grammar and punctuation, merging fragmented sentences, and standardizing speaker labels while strictly preserving the speaker's original voice, intent, and substantive content”
2. AI Voice Scenario Simulation