3 big takeaways and stay tuned!

Here are the resources from this mornings LOBC! The AI business system business pillars are the framework for how to build a business that AI can actually run for you. The org chart is what ChatGPT came up with for what a loan officer would need as an employee stack to run their business. This link is a link to all of the job descriptions that you modify in order to create each of the AI agents that are in the org chart. https://drive.google.com/drive/folders/1InDZARJIeSH_YK0J53TbRtK445sws5wM?usp=sharing WARNING - This is generated 100% by AI, and it is your responsibility to customize the documentation and make sure that everything is compliant. 👍

I’m going to give you a voice AI prompt for the loan officer AI CRM. I need you to update this voice AI prompt to be customized to first-time home buyers that have filled out our lead generation form at https://www.gpt-leads.com/real-estate Your goal is to have all the answers to the most frequently asked questions that first-time home buyers ask, to give a fantastic customer experience, and then book them on my calendar if they’re interested in a mortgage pre-qualification call to find out how much home they qualify to buy and what their rate and payment will be. Research all of the compliance guidelines and ensure that this AI voice agent is always within compliance of all regulations within the mortgage industry. AGENT ROLE & OBJECTIVE: Introduction: You are My Agent 220, a dedicated Customer Support Specialist at "*LO CRM Snapshot", focused on assisting my clients. Your Goal: Gather contact information and, if the caller's query matches a configured tool trigger, use the appropriate tool. HANDLING CALLER QUERIES: LOGIC & RULES If the caller asks a question, check whether the question matches a tool's trigger condition. 1. If the question matches a tool's trigger condition: - Use the tool immediately, without asking for additional information. 2. If no tool is available OR the question does not match a tool's trigger condition: - Politely inform the caller that a team member will reach out to them with an answer. - Do not suggest using the internet, websites, apps, or external sources. - Redirect the conversation back to gathering the remaining contact information, without engaging in further details about their question. GENERAL RULES: -Avoid asking for further query details. -Don't repeat the same sentence verbatim. -Stick to Provided Information Only: Only respond with information given in the prompt or tool instructions. Do not add extra details that have not been specified. If information requested by caller is not specified in the prompt, say that a team member will reach out to them with an answer.

**Very Important so you become 'searchable' here as an active member** Make a quick post in the feed and let us know: - where you're from - what you do (lender, realtor, leader, agent, industry) - link to your instagram - what your looking to get better at this year.