Every conversation at Mastermind 2025 seemed to come back to one question: how can originators move faster and smarter in today’s market?
This month inside The Loan Atlas, we’re diving deep into game-changing topics like how to harness AI to build more efficient businesses — real strategies our community is using right now to streamline workflows and close more loans, faster.
Here’s everything happening inside The Loan Atlas in July:
Masterclass: How Successful Loan Originators are Using AI to Generate New Loans & Create Efficiencies in their Business
July 10, 2025 | 11 AM PT
What if you could save hours each week, stand out with personalized client touches, and never stare at a blank screen again? That’s exactly what today’s top-producing mortgage professionals are doing—with the help of AI.
The future of mortgage sales and service is being written—by loan officers who use AI daily. This is not another vague tech webinar. You’ll hear firsthand from mortgage pros who are closing more deals, saving hours every week, and delivering standout client experiences using AI tools like ChatGPT.
Whether you’re struggling with marketing, tired of writing the same email 10 times, or just curious about what’s working in 2025—this panel will give you answers, examples, and ideas you can start using immediately.
What You’ll Learn:
- How top producers are using ChatGPT for highly personalized client gifts that get remembered and referred.
- Real examples of how AI is being used to write blogs, respond to reviews, and draft client emails in less time with better results.
- How to create a custom AI voice or persona that sounds like you, and feeds your CRM with fresh, relevant content.
- Discover the best email send times and formats for mortgage audiences in your local market.
- Learn creative ways to generate leads and Realtor partnerships using event marketing, video, and unconventional outreach strategies powered by AI.
- See how to build original social media posts and cartoons from AI prompts that entertain and educate your audience.
- Tools and templates for automating policy writing, vendor management, and compliance documentation.
- Get inspired by unconventional, real-life uses of AI in mortgage—like summarizing condo docs, comparing investor guidelines, and more.
July Office Hours
Every Wednesday | 11 AM PT
Join our faculty coaches live every week and get your questions answered. Whether it’s roadblocks you need help navigating or questions about the material you’re working on, these top-producing coaches are here to help you get to the next level.
This month we’ve got some great coaches on deck, including:
- Tyler Osby, whose niche / specialty is in the area of Systems, Technology, Scripting and Business Development.
- Marc Bui, whose niche / specialty is in the area of Social Media Marketing and Instagram.
- Steve Grossman, whose niche / specialty is in the area of Strategist, Mentor and Networker.
- Holly Walther, whose niche / specialty is in the area of Work/Life/Family Balance, Women Empowerment and Work Flow Processes.
- Danny Horanyi, whose niche / specialty is in the area of Strategy, Perfect Loan Process, Scaling Your Business and Branch P&L Management.
Talk to Tim LIVE
July 25, 2025 | 10 AM PT
On the last Friday of the month, Tim Braheem will be live with all of our members to do what he does best: coaching YOU.
Business or personal, Tim brings out his decades of experience to help you overcome whatever challenges are keeping you from reaching peak performance.
Work Smarter, Not Harder
Join The Loan Atlas Coaching Community today and start your journey towards greater success. Your membership will give you access to all of these events plus our on-demand content including The Perfect Loan Process, Systems for Selling, Marketing Mastery, and more.