Today’s training is a quick one, but I think the idea behind it is extremely important for anyone using AI in the mortgage business. Notion just added a feature that allows its AI Agent to suggest edits to your document instead of simply rewriting it. You ask the Agent to suggest edits. It reviews the document. Then you go through the proposed changes one at a time and decide what you actually want to accept. That might sound like a small feature, but this is really the way I think we should be using AI for a lot of our business communication. AI does the first review. You make the final decision. Here are a few ways I would use this. 1. Realtor Emails Let’s say you wrote an email explaining a financing strategy to a Realtor. Instead of asking AI to completely rewrite your email, ask it to suggest edits that make the message clearer, shorter, and easier to understand. Then review every suggestion. You keep your actual message and your voice, while AI helps improve the delivery. 2. Social Media And Newsletters If you already have a post or newsletter that sounds like you, you probably do not want AI completely replacing it with something that sounds like every other AI generated post on the internet. Have it suggest improvements instead. Maybe the opening needs to be stronger. Maybe one paragraph is too long. Maybe something could be explained more simply. You decide which changes actually make the content better. 3. Borrower Education This is where human review becomes even more important. You could have AI review an educational piece about the mortgage process, seller concessions, VA financing, closing costs, or another topic and suggest ways to make the explanation easier to understand. But AI should not get to quietly change a mortgage fact, guideline, number, qualifying requirement, or financial statement without you noticing. Suggested edits let you see exactly what it wants to change before you approve anything. 4. Build Better SOPs And Training

Today I am sharing a really good starting point for anyone who wants to create AI video but has not spent much time inside HeyGen yet. This tutorial walks through creating your first AI avatar video, using HeyGen AI Studio, cloning yourself to create a Digital Twin, and creating additional AI characters. The reason I think this is useful for loan officers is that you do not have to choose between making video content and spending your entire day recording video. Once you understand how the system works, you can use AI video for some of the educational and repetitive content while still using real video when your personality and personal connection matter most. Here are a few ways I would use this in the mortgage business. 1. Borrower Education Create short videos explaining things you answer all the time, such as seller concessions, VA financing, FHA basics, credit preparation, the preapproval process, or what happens after going under contract. 2. Realtor Co Marketing Create a video for an open house, listing, builder community, or financing strategy that your Realtor partner can share with their audience. 3. Build a Weekly Video Series Create a consistent educational series where your Digital Twin handles some of the production instead of you having to sit down and record every single video from scratch. 4. Repurpose Approved Content Take an educational message you have already created and turn it into additional video content, or create another language version when appropriate. The important part is that AI video does not remove your responsibility to review what gets published. If the video includes mortgage programs, payments, rates, product details, disclosures, or other financial claims, verify everything before it goes out. TRY THIS TODAY Pick one question borrowers ask you all the time. Write a simple 30 to 45 second answer, put it into HeyGen, and create your first avatar video. Do not worry about making it perfect. The goal today is simply to learn the workflow from script to finished video.

Today’s training is a little more intermediate, but you do not need to know how to code. This video from Design with Canva walks through Canva Code 2.0 and shows how you can build websites, apps, and interactive experiences using plain English, then edit what AI creates directly inside Canva. That last part is what makes this especially interesting. A lot of AI tools can create something for you. The problem is that once it is created, changing the design, branding, images, fonts, or layout can become a pain. Canva Code lets you build the experience with AI and then continue working with it inside an environment most of us already understand. Here are a few ways I would think about using this in the mortgage business. 1. Open House Marketing Instead of giving a Realtor another static flyer, build a simple interactive page around an open house. You could include information about the property, financing education, the Realtor, your contact information, and a clear next step for someone who wants to learn what financing could look like. 2. First Time Buyer Education Create a simple interactive experience that walks a buyer through topics like: Preapproval Closing costs Credit preparation The mortgage process What happens after going under contract Common mistakes to avoid You are taking information you already explain every day and turning it into something people can interact with. 3. Realtor Events and Training Build a page for a Realtor lunch and learn, homebuyer seminar, builder presentation, or educational event. You could explain the topic, show what they will learn, provide resources, and give people a simple way to take the next step. 4. Niche Marketing Think about the audiences you actually want to work with. VA buyers Real estate investors Relocation buyers Builders First time buyers Realtor partners Instead of sending everyone the same generic mortgage content, create a simple experience specifically for that audience. The bigger lesson here is not that every loan officer needs to become a web developer.

Today’s training is a beginner walkthrough of Perplexity. If you have mostly been using ChatGPT, Gemini, or Claude, Perplexity is worth learning because it approaches AI a little differently. It is especially useful when you are researching something and want to see the sources behind the answer. This tutorial walks through how to ask better research questions, find and review sources, verify citations, summarize information, compare answers, and avoid some of the mistakes people make when they treat AI research like it is automatically correct. For mortgage professionals, that last part matters a lot. Here are four ways I would use Perplexity. 1. Research Mortgage Questions Faster Let’s say you are trying to understand a guideline change, a new program, a housing policy, or something unusual about a loan. Instead of asking AI to simply tell you the answer, ask Perplexity to research the question and identify the original authoritative sources. Then open those sources yourself. For mortgage guidelines, I still want the actual Fannie Mae, Freddie Mac, HUD, VA, USDA, agency, regulator, or lender documentation before I rely on the answer. AI helps me find it faster. It does not replace the source. 2. Prepare For Realtor Conversations Before meeting with a Realtor, builder, or referral partner, research what is happening in their market. Housing inventory. Price reductions. New construction. Local economic news. Recent housing reports. Consumer trends. Then have Perplexity organize the information and show you where it came from. Now you can walk into the conversation with something useful to talk about instead of saying, so how’s business? 3. Research Content Before You Create It Before creating a video or social post about mortgage rates, housing affordability, inventory, home values, the Federal Reserve, or another current topic, use Perplexity to research the subject first. Ask it for recent reliable sources. Read them. Then take the verified information into ChatGPT, Claude, Gemini, or your AI Twin and create the content.

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