Episode Summary
Artificial intelligence isn’t coming to the mortgage industry—it's already here, and it’s fundamentally reshaping how lenders engage past customers, manage database outreach, and scale production without sacrificing the human touch. In this episode, AI Assistants in the Mortgage Space: How Intelligent Outreach Is Rewriting the Loan Officer Playbook, David Lykken sits down with leaders from Total Expert and Assurance to unpack real-world success stories, compliance considerations, and the operational readiness required to implement AI-powered voice assistants effectively. From transforming credit trigger conversions to scheduling loan officer appointments automatically, this conversation reveals how lenders can turn AI-enabled outreach into a competitive advantage—and why those who resist may soon be left behind.
