INSTA Insights: Edition #30 I'll be hosting the next live session: "Top AI Tools Loan Officers Should Be Using Now," coming June 9 (changed from May 19) at 1:00 PM ET. We'll walk through the exact AI tools and workflows mortgage professionals can use right now to create better marketing, attract referral partners, and build your own AI assistants, no tech background required.If you've previously registered for the 5/19 webinar, you're already on the list, no action needed! Register here Now...
19 days ago • 7 min read
INSTA Insights: Edition #29 My new book, Let AI Be Your Coach, is now an international best-seller. It has been on the best-seller list in multiple categories (including AI) since its launch in several global markets. If you already got a copy, you contributed to this amazing success, and for that, I am thankful to you. “This is the book I wish had existed when I started building with AI. It would have saved me two years of trial and error, and it will do the same for you." If you haven’t...
about 1 month ago • 9 min read
INSTA Insights: Edition #28 A personal note from me: For a full year, this newsletter has landed in your inbox every week with one goal: to make you better at your business. No pitches. No upsells. No affiliate links. Just ideas, data, and tools that I genuinely believe will help you grow. Today, for the first time, I’m going to ask you to buy something. My new book, Let AI Be Your Coach: Unlocking Personal and Professional Transformation, published as an Inc. Original, came out on April 7,...
about 2 months ago • 11 min read
INSTA Insights: Edition #27 I'm hosting a masterclass on April 8th on the "Top AI Tools Loan Officers Should be Using Now." As always, this free, live webinar will be packed with actionable strategies that loan officers can implement immediately to create better marketing content and attract and nurture referral partners. RESERVE YOUR SPOT HERE Now let's get into my newsletter -INSTA Insights- where I deliver what busy loan officers really need: Inspiring success stories you can replicate,...
2 months ago • 7 min read
INSTA Insights: Edition #26 Next month I'm hosting a masterclass on "Top AI Tools Loan Officers Should be Using Now." As always, this free, live webinar will be packed with actionable strategies that loan officers can implement immediately to create better marketing content and attract and nurture referral partners. Register here—the next live Masterclass goes down on April 8. RESERVE YOUR SPOT HERE Now let's get into my newsletter -INSTA Insights- where I deliver what busy loan officers...
3 months ago • 5 min read
INSTA Insights: Edition #25 Next week I'm hosting a masterclass on "Top AI Tools Loan Officers Should be Using Now." As always, this free, live webinar will be packed with actionable strategies that loan officers can implement immediately to create better marketing content and attract and nurture referral partners. Register here—the next live Masterclass goes down on February 17. RESERVE YOUR SPOT HERE Now let's get into my newsletter -INSTA Insights- where I deliver what busy loan officers...
3 months ago • 5 min read
INSTA Insights: Edition #24 Yesterday’s Masterclass on “How to Get More Realtor Referrals — Guaranteed” was packed with actionable strategies. Missed it? Reply to this email and I’ll send you the recording. Want to make sure you don’t miss the next one? Register here—my next live Masterclass goes down on February 17. RESERVE YOUR SPOT HERE Now let's get into my newsletter -INSTA Insights- where I deliver what busy loan officers really need: Inspiring success stories you can replicate,...
4 months ago • 4 min read
INSTA Insights: Edition #23 Join me on January 20 for a masterclass on how to get more realtor referrals. I'm giving away the exact blueprint I used to go from zero realtor referrals to a database with over 500 engaged realtors. If you’re a loan officer looking for an inexpensive way to build a predictable referral pipeline (without cold begging for business) this webinar will show you exactly how to do it. RESERVE YOUR SPOT HERE Typically, this is where I’d dive into INSTA Insights — my...
5 months ago • 3 min read
INSTA Insights: Edition #22 Welcome back to INSTA Insights- where I deliver what busy loan officers really need: Inspiring success stories you can replicate, Network-building strategies that actually work, Stats that make you sound smart (and help you close more deals), Tools that save you hours, and AI tips that put you ahead of the competition. All packed into a 5-minute read. ⚡️ [I]nspiration: The Warrior in the Garden or a Gardener at War? 🤝 [N]etwork: The “Ben Franklin Effect” — Turn...
5 months ago • 5 min read