Creating your Mortgage Loan Officer AI Think Tank Masterclass

Most loan officers are leaving money on the table with AI. They ask a question, get an answer, and move on—treating ChatGPT like a fancy Google search.

But what if you could have a strategic Think Tank in your pocket? An advisor, coach, researcher, and creative partner available 24/7 to help you close more loans and grow your business?

CEOs pay millions for this kind of access. You can have it for free.

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This workshop is exclusively for Loan Officers with an active MLO license (NMLS).

This ensures a focused, professional environment where we can dive deep into mortgage-specific applications without needing to cover basics. Please be prepared to verify your active license status.

If you're not currently licensed but interested in becoming an MLO, reach out to us at [email protected]—we'd love to connect.

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This isn't another webinar where someone reads slides at you. This is a hands-on, interactive workshop where you'll learn to transform any AI tool into your personal business partner.

The Mindset Shift

• Why treating AI as a "Think Tank" changes everything
• The 5 roles your AI can play: Strategist, Researcher, Coach, Creative, Devil's Advocate

The CONTEXT Formula

• A simple framework for getting dramatically better responses
• How to communicate with AI like a pro

Practical Use Cases

• Production: Loan scenario analysis, client communications, objection handling
• Business Development: Referral partner strategies, social media content, market analysis
• Accountability: Weekly check-ins, daily planning, goal tracking

Build Your Own AI Agent

• Create a custom AI assistant that knows your role, goals, and how you work
• Works with ChatGPT (Custom GPTs), Claude (Projects), or Gemini (Gems)

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✅ AI Agent Instructions Template — Customizable for your specific role and goals

✅ The CONTEXT Formula — A framework for writing prompts that get results

✅ Prompt Templates Cheat Sheet — Copy-and-paste templates for common scenarios

✅ Compliance & Guidelines Files — Resources to add to your AI for mortgage-specific knowledge

✅ This Presentation (PDF) — Reference materials you can use immediately

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This workshop is designed for licensed loan officers (active NMLS required) at any experience level who want to:

• Work smarter, not harder
• Stand out in a competitive market
• Actually understand how to use AI tools they're already paying for
• Get practical strategies they can implement the same day

Works with any AI platform: ChatGPT, Claude, Gemini, and more. The skills transfer across all tools.

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Date: Tuesday, January 27th, 2026

Time: 10:00 AM – 12:00 PM (CST)

Location: Priority Title and Settlement Group - 6801 North Capital of Texas Highway Building 2, Suite 200 Austin, TX

Cost: FREE

Lunch: Provided following the workshop (stick around to network!)

Requirements: Active MLO license (NMLS)

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Gene Griffin Branch Manager, Massif Mortgage Co LLC & Advisory Partner, Autyn.ai

Gene has spent years helping loan officers leverage technology to grow their businesses. As an early adopter of AI tools in the mortgage industry, he's developed practical frameworks that any LO can implement—regardless of their technical background.

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• — Building the first mortgage brokerage that's a household name
• — AI-powered mortgage processing and automation
• — Your trusted title partner

Additional sponsors to be announced

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This is an in-person, hands-on workshop—not a webinar with unlimited seats. We're keeping it small to ensure everyone gets value and can ask questions.

Reserve your spot now.

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"The best loan officers won't be replaced by AI. They'll be the ones who use AI the best."

You already have access to the most powerful business tools ever created. This workshop shows you how to actually use them.

See you January 27th!

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Questions? Contact: [email protected]

Know what’s Happening Next — before everyone else does.

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Host or Publisher Gene Griffin | Summit Mortgage Solutions