Winning the AI Game: How Top Loan Originators Are Using AI to Gain Massive Leverage
Most originators feel it right now: working harder than ever, yet closing fewer loans. The tailwinds that carried this industry for forty years are gone, and rates and inventory are still outside your control. So what actually separates the originators taking ground in this market from the ones falling behind?
In this joint masterclass with The Loan Atlas and MBS Highway, Josh Mettle sat down with three originators who are winning in exactly these conditions to show you how they're using AI not as a novelty, but as a leverage system that closes more loans in less time. You'll see the specific tools, prompts, and workflows they've built, from getting recommended by AI search engines to training AI to sound exactly like you to deploying agents that run entire tasks with zero human involvement. This isn't theory about where AI is headed. It's a working playbook from originators who have already doubled their production with it.
What You'll Learn
- Why the "old model" originator (chasing leads, competing on rate, reacting to the market) is being left behind, and what the new AI-empowered model looks like in practice
- How Ryan McDonnell built an AI audit that gets his referral partners found on Google, ChatGPT, and AI search, and turned it into a relationship that makes him indispensable
- The five things you must do to make AI stop sounding artificial and start writing in your actual voice, from Scott DiGregorio and Edgardo Balentine
- How to think in workflows instead of tasks so AI performs like your best team member, not your worst
- A live look at an AI agent completing a full client report start to finish with no human involvement
- The five essential AI systems top producers are using to close twice the loans in half the time
- Where your production is leaking right now, and how to identify your next strategic move on the AI maturity ladder
“There’s been a mental shift from ‘AI is going to put me out of business’ to ‘I’m going to use AI to put other originators that aren’t using AI out of business.’”
Taught By
Josh Mettle
Head of Faculty
The Loan Atlas
Ryan McDonnell
Branch Manager
Paramount Residential Mortgage Group
Edgardo Balentine
Branch Manager
NEO Home Loans
Scott DiGregorio
Branch Manager
NEO Home Loans
