The AI Playbook I Built for Mortgage Brokers, And Why I’m Sharing It | #63 | Mortgage Broker Podcast

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. 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.    Dean & Jason discuss:   → Dean's deep dive into AI and how he's used it to expedite ABW's workflow. → Why AI matters for mortgage brokers and the time it takes to learn it properly.   → The 3 different Broker types when it comes to AI - the skeptic, dabbler, & operator. → Creating their new company, Tenth Degree AI, and their new AI course that can take anyone from skeptic to operator. → 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. → 2 use cases to get started using AI - killing a rate objection quickly & reactivating dead leads in your CRM with a 3 email plan. → 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. → 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. → How you can attend Dean's upcoming webinar titled "Your First 5 Wins as an AI Mortgage Broker". Brain MB: ⁠https://www.brainmb.ai⁠ Canadian Perfect Loan Process: ⁠https://www.perfectloanprocess.ca⁠ Tenth Degree AI Course: ⁠https://mtg.course.tenthdegree.ai⁠ Your First 5 Wins as an AI Mortgage Broker Webinar: https://mortgage-masters.ca/ai-workshop *** CHAPTERS 0:00 Intro 1:11 How AI Has Expedited ABW's Workflow 6:11 The Time it Takes for the AI Learning Curve 9:39 What is Brain MB? 13:13 The 3 AI Broker Types - Skeptic, Dabbler, Operator 17:16 AI Use-Case: Killing Rate Objections in 60 Seconds 21:09 AI Use-Case: Reactivating Dead Leads 23:20 Brain MB Use-Case: Ranking 65 Lenders in Seconds 27:16 Diving Deeper into Brain MB 33:51 8 Things AI Must Never Do in Mortgages 37:16 Green, Yellow, & Red Framework for AI Tasks 39:08 The Re-Vamped PLP Course & New AI Coach 49:01 9 Steps of the PLP AI Coach 52:44 Our New Tenth Degree AI Course 56:06 Your First 5 Wins as an AI Mortgage Broker Webinar & Wrap-Up 57:27 Outro *** CONNECT WITH THE SHOW 🎙️ The Mortgage Broker Podcast Podcast: https://linktr.ee/themortgagebrokerpodcast?utm_source=linktree_profile_share&ltsid=bf8c6904-a28b-4518-9662-645edb5ce53b 📺 The Mortgage Broker Podcast YouTube: https://www.youtube.com/@UC9vbY86dYJl3xjMFL7yXSXQ 📝 The Mortgage Broker Podcast Blog: https://www.joinabw.ca/media *** CONNECT WITH THE HOSTS 📋 Justin Noda's LinkedIn: https://www.linkedin.com/in/justin-noda-4b865719b/ 📋 Dean Lawton's LinkedIn: https://www.linkedin.com/in/dean-lawton-07184998/ 📋 Deryk Williamson's LinkedIn: https://www.linkedin.com/in/deryk-williamson-271697106/ 📋 Jason Marshall's LinkedIn: https://www.linkedin.com/in/jasonmarshallma/ *** CONNECT WITH A BETTER WAY MORTGAGES 🔗 A Better Way Mortgages Website: https://www.joinabw.ca 📸 A Better Way Mortgages Instagram: https://www.instagram.com/abetterwaymortgages/ 📋 A Better Way Mortgages LinkedIn: https://www.linkedin.com/company/dominion-lending-centres---a-better-way/?originalSubdomain=ca 👥 A Better Way Mortgages Facebook: https://www.facebook.com/abetterwaymortgages/ 📬 A Better Way Mortgages Tuesday Mortgage Memo: https://www.joinabw.ca/abw-tuesday-mortgage-memo *** Make sure to 🔔 SUBSCRIBE, 👍 LIKE, and 💬 COMMENT below to let us know what you think!