This is NOT a list of ChatGPT prompts. This is a complete system for hiring, training, and running a full AI employee — one that knows your brand, remembers your clients, and gets better every single day.
Alex — CEO, LenderTechStack
"I've spent the last year building a true AI employee for my mortgage marketing — not just using AI as a chat tool. I'm sharing the exact system, free. Your competitors are figuring this out right now."
Free Guide
5 levels · mortgage-ready · instant PDF delivery
What's In the Free Guide:
I built this guide because I was tired of watching loan officers spend 20 hours a week on marketing tasks that an AI employee can handle in minutes. Your competitors who figured this out first are sending 10x more touchpoints with 10x less effort.
Here's what the status quo looks like — and why it's not sustainable:
Spending hours writing the same follow-up emails manually — while competitors with AI employees are sending 10x more touchpoints, staying top of mind, and closing the deals you worked to generate.
No system to remember client preferences, loan details, or rate scenarios — so every AI conversation starts at zero. You re-explain your niche, your lenders, your style. Every. Single. Time.
Content marketing feels impossible — you know you should be posting rate commentary, market updates, educational content. But who has time between loans? An AI employee handles this. Every week. Automatically.
This isn't a technical manual. It's a clear picture of what an AI employee actually needs — so you can make an informed decision before you build anything. The exact how-to is in the paid guide.
Most LOs miss at least two of these. We'll tell you what each one does, what goes in it, and why it matters — so your AI has everything it needs from day one.
A trained AI employee knows your lenders, your niche, your rate commentary style, your top objection handlers, and your clients. Here's the full picture of what "trained" actually means.
This is the #1 feature most loan officers completely miss. Without it, your AI forgets everything after every conversation. With it, your AI gets smarter every single day — automatically.
Not all tasks are equal. Some are perfect for an AI employee on day one. Others require trust you build over time. We'll show you the delegation roadmap that gets you results fast.
There's a specific trust ladder that every LO should climb before going fully hands-off. We'll explain each stage — from "drafts only" to "fully autonomous." You'll know exactly where you are.
Follow-up emails, rate commentary, social hooks, referral partner outreach — drop these directly into any AI tool and get mortgage-specific results in 30 seconds.
Your AI Employee Journey — 5 Levels
Each level builds on the last. You don't have to do them all at once. But once you reach Level 5, you won't believe you ever did marketing manually.
Your AI employee gets a name, a voice, a personality, and a job description — all pre-loaded for mortgage marketing. No generic responses. No starting from scratch. It knows your brand from day one.
Your AI's personality template
Mortgage-ready, trained on your brand voice. Your AI responds the way you would — not like a generic bot.
Your AI's job description
NMLS number, lender roster, niche, state, communication style — your AI has a complete identity from the moment it starts.
Load your AI with everything it needs to know: your loan products, lender overlays, client personas, rate commentary style, and your top objection handlers. It never forgets, never has a bad day, never misses a detail.
Your AI's brain — pre-loaded with mortgage knowledge
A pre-written knowledge template filled with mortgage products, lender guidelines, and your niche from day one. This is what turns a generic AI into YOUR mortgage marketing expert.
Delegate the marketing tasks eating your weekends: follow-up emails, rate commentary, social posts, listing flyers, pre-approval letters, referral partner updates. Your AI handles the repetitive work while you focus on deals.
📧 Follow-ups
Personalized, in your voice, on time — every time
📊 Rate Commentary
Weekly market updates written the way you'd say it
📱 Social Posts
Consistent content without you lifting a finger
The key feature most LOs completely miss: your AI employee automatically improves its memory every day. Every conversation, every correction, every preference gets saved. Month 3 is dramatically better than month 1 — without extra setup.
The memory setup — the #1 feature loan officers completely miss
How to make your AI employee actually SAVE what it learns and get BETTER over time. Without this, every conversation starts at zero. With it, your AI knows your clients better than your CRM does.
Your AI employee automatically sharpens its memory every day — without you touching anything.
The Trust Ladder — Start Slow, Scale Fast
Not sure how much to trust your AI employee at first? Here's the progression that works:
1 — Read-Only (Week 1)
AI reads your files and drafts — you approve everything before it goes anywhere.
2 — Draft & Approve (Weeks 2–3)
AI drafts emails and social posts. You review in 30 seconds and hit send.
3 — Act Within Bounds (Month 2)
AI sends defined content categories automatically — rate updates, check-in texts — without your approval.
4 — Full Autonomy (Month 3+)
AI manages your marketing funnel end-to-end. You check results weekly, not tasks daily.
Run your AI on a dedicated server so it's always on, always available, always working — even when you're sleeping, on a family trip, or in the middle of a closing. Your pipeline never goes dark.
Where does your AI employee actually live?
To run a real AI employee — one that's always on, responds instantly, and keeps working while you sleep — you need more than a chat window. In the free guide, we walk you through exactly where to host it, what to look for in a plan, and how to get it running. There's even a way to get your first 8 months free.
Heads up: When you're ready to set up your server, use this link to get $200 in free credit — that covers your first 8 months at no cost.
The full server setup walkthrough is in the free guide — including what to look for, what to avoid, and how to get your AI live in under an hour.
Get the Setup Guide (It's Free) →* Affiliate link — you get $200 free credit, I get a small referral fee. Win-win.
After 30 days with a full AI employee:
Your AI knows your entire book of business. It remembers what you quoted, who you called, which clients prefer what communication style — and it responds in your voice at any hour. You check results weekly, not tasks daily.
LenderTechStack readers who've implemented the system
"I was spending 10+ hours a week on follow-up emails, rate updates, and social posts. After setting up my AI employee with this system, I got 8 of those hours back. It knows my VA niche cold — it writes follow-ups that sound exactly like me."
[Marcus T.], Texas
VA Loan Specialist · UWM Partner
"I was embarrassed by my social media presence. Now my AI employee pulls rate data every Monday and writes my weekly market commentary in my voice. My engagement is up 3x. Realtors are reaching out to me — not the other way around."
[Sarah K.], Arizona
Purchase Specialist · 12 units/month avg.
"I set up my AI employee on a dedicated server. Clients message me at midnight asking about rates. My AI answers — correctly, in my voice. I wake up to a handled conversation. It's the best money I spend in this business."
[Ryan D.], Florida
Independent Mortgage Broker · 5-broker shop
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The paid guide has the exact prompts, full configuration walkthrough, and advanced setup for everything in the free guide — pre-built for mortgage professionals.
Instant download. One-time purchase.