Articles & Guides
Practical strategies on AI, automation, and marketing for mortgage loan officers who want to work smarter and close more.
How to Build Custom GPTs and Gemini Gems That Actually Save You Time
Stop using generic AI. Build specialized assistants for your loan officer workflow, personal projects, and specific tasks. 7 ready-to-copy examples and 5 common pitfalls.
The Complete AI Toolkit for Loan Originators: Every Tool, Model, and Strategy You Need in 2026
From ChatGPT and Microsoft Copilot to niche mortgage AI add-ons, this is the definitive guide to building your AI stack -- with 3 ready-made toolkits by production level.
Explaining Credit Decisions and Reviewing Underwriting Findings with AI
AI dashboards translate complex underwriting results into plain language -- arming loan officers to communicate credit decisions clearly, coach borrowers through improvement plans, and stay ECOA-compliant.
Loan Officer Workflow Automation for Repetitive Tasks: The Complete AI Guide
AI does more than write emails. Automate pre-approval follow-ups, FAQ chatbots, document OCR extraction, and communication summaries with Copilot, Gemini, Ocrolus, and more.
How Loan Officers Can Use AI to Automate Personal Reminders and Client Touchpoints
Never miss a birthday, loan anniversary, or follow-up again. AI-driven reminders auto-schedule check-ins, personalize messages, and reduce no-shows -- so your database works for you.
Automated Social Media and Marketing for Loan Officers: The Complete AI Playbook
AI writes the copy, designs the graphics, and automation publishes it all -- turning every rate change, closed loan, and milestone into social content that fills your pipeline.
AI for Borrower Insights and Prioritization: How Loan Officers Can Focus on the Right Leads
Stop guessing who to call next. Agentic AI tools like ThirdFloor.ai review your CRM and LOS data to surface hot prospects, flag at-risk loans, and tell you exactly where to focus.
How Loan Officers Can Use Cowork and Copilot to Close More Loans
Automate your follow-up, personalize initial outreach at scale, and build a system that never lets a lead slip through the cracks -- with real-world automation examples.
How Loan Officers Can Use AI Programming Tools to Attract More Buyers
3 real tools you can build this week -- a loan comparison calculator, customer interview tool, and pipeline forecasting dashboard -- using AI builders that require zero coding.
How Loan Officers Can Use Zapier & Make to Automate Their Marketing
Automations let you convert new leads, milestones, and closed loans into social content and review requests with virtually zero manual work.