Great advisors don’t just close loans, they manage debt.

That was Tim Braheem’s challenge to members last week, pointing to a simple truth: lowering a client’s rate at no cost is an irrefutable way to build trust and loyalty. 

This is the heart of what we do inside The Loan Atlas. Share ideas, pressure-test them, and turn them into action. September’s Office Hours and Talk to Tim are your chance to do the same with your business.

Here’s everything happening inside The Loan Atlas this September:

AI Lab Series Session 4: Harness the Power of AI to Build Marketing Funnels That Work While You Sleep

September 11th, 2025 | 11 AM PT

Most originators live at the mercy of Realtors, the market, or random lead sources. You’re closing deals, but you’re not really in control of your pipeline.

The originators getting ahead today are building direct-to-consumer marketing funnels that make them independent. AI makes this easier than ever.

In this next AI Labs session, we’ll show you how to use AI to build marketing funnels that put you back in control. Funnels that bring leads directly to you, nurture them automatically, and compound over time.

Here’s what we’ll walk through together:

• Learn Donald Miller’s StoryBrand (SB7) Framework and apply it with AI
• Build your first AI-powered funnel step-by-step using tools you already have
• Use ChatGPT to generate landing pages, lead magnets, social content, and follow-up scripts
• Walk away knowing how to create and launch a direct-to-consumer campaign for any niche you want to target

Stop waiting for the market to deliver your next lead. Learn these tools, take control, and start building funnels that feed your business.

 

September 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:

• Trevor Carlson, whose niche / specialty is in the area of Reverse Mortgage, Systems and Consumer Direct Marketing.
• Craig Strent, whose niche / specialty is in the area of Perfect Loan Process, Systems of Selling, Builder Business and Team Building.
• Marc Bui, whose niche / specialty is in the area of Differentiating your Product Offering, Leadership, Scripting, Sales and Scaling your Business.
• Kelly Marsh, whose niche / specialty is in the area of Database Nurturing and Management, Leadership, Mindset and Personal Development.

Talk to Tim LIVE

September 18th, 2025 | 10 AM PT

Business or personal, Talk to Tim guest host Craig Strent will be bringing out his decades of experience to help you overcome whatever challenges are keeping you from reaching peak performance.

Work Smarter, Not Harder – Join Us Live!

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.