The AI revolution isn’t coming. It’s here.

And if you’re a mortgage originator hoping to stay relevant, get ahead, and build a business that thrives in the years ahead—you need to pay close attention to what the best in the business are doing right now.

That’s exactly what we explored in our recent webinar, Win More, Work Less: How Top Loan Officers are Using AI to Future-Proof Their Income, hosted in partnership with MBS Highway. Our panel featured four of the sharpest minds in mortgage and tech: Josh Mettle, Scott DiGregorio, Brian Martucci, and Edgardo Balentine. These top-producing originators pulled back the curtain on exactly how they’re using AI in their businesses—from marketing and scripting to time management and content creation.

Here’s a look at what they shared, and how you can start putting these tools to work.

Why AI Isn’t a Trend — It’s the Future of the Mortgage Business

Josh Mettle kicked things off with a message every originator needs to hear:

“If you’re not adapting, you’re already falling behind.”

The days of ignoring technology and thriving on charm alone are over. But Josh’s message wasn’t about fear—it was about opportunity. He explained how AI tools are now sophisticated enough to:

• Personalize follow-up at scale
• Analyze loan scenarios and surface the best options faster
• Create targeted marketing content that resonates with niche audiences

But what’s most important, he emphasized, is knowing your value proposition—and using AI to amplify it, not replace it.

From Chaos to Clarity: Scott DiGregorio on Systematizing AI

Scott shared that his own AI journey began in chaos. He, like many originators, started playing with tools like ChatGPT without a real strategy. But over time, he built an intentional workflow that now supports almost every part of his business.

“AI doesn’t work if you’re just tinkering with it once a month. You need to systematize it.”

Here’s what Scott uses AI for every day:

• Crafting personalized video scripts for lead follow-up
• Analyzing complex loan files and creating summary memos
• Generating referral partner content on autopilot

He also emphasized the importance of using AI to create standard operating procedures—not just marketing content. With repeatable prompts and automations in place, Scott has bought back hours per week while delivering a better client experience.

From Procrastination to Productivity: Brian Martucci’s AI Mindset Shift

Brian admitted something many LOs can relate to:

“I didn’t think I had time to learn another new thing. But once I dove in, I realized AI doesn’t take time—it gives it back.”

He’s now using AI to streamline communication, generate referral updates, and assist with scripting for tough conversations. But more importantly, Brian said AI helped him get out of his own head. Instead of staring at a blank screen wondering what to say, he now has a first draft in seconds—and the confidence to improve it from there.

The shift in mindset, he said, was the real breakthrough.

Building Smart Workflows: Edgardo Balentine’s Tactical Toolkit

Edgardo rounded out the session with a tactical breakdown of how he’s integrated AI across his team. From task management and client onboarding to scripting and file prep, he’s built what he calls an “AI-assisted workflow.”

Some of his most impactful use cases:

• Using AI to write follow-up emails tailored to client objections
• Creating content calendars for niche audiences like physicians and first-time buyers
• Drafting post-close communication campaigns

“The magic happens when you build a system around AI—not just use it reactively.”

Next Step: The AI Lab, Only Inside The Loan Atlas

If this webinar taught us anything, it’s that AI is no longer optional. The most forward-thinking originators are already using it to:

✅ Save hours every week
✅ Create better content and client communication
✅ Build stronger relationships at scale
✅ Execute with more clarity and speed

That’s why we’re launching the AI Lab Series inside The Loan Atlas this August—a live, step-by-step implementation series designed to walk you through exactly how to put these strategies to work in your business.

Whether you’re a total beginner or already experimenting with AI, we’ll help you go from curiosity to confidence—and from ideas to actual closings.

Want to Be on The Forefront of AI in Mortgage?

You can:

👉 Join The Loan Atlas today and get access to the full AI Lab experience when it launches in August
👉 Or book a consultation call to see how other originators are using the platform to grow

Either way, the future of mortgage is being built right now. Don’t wait to catch up.