How to use AI as a Loan Officer: Automations & Lead Gen ft. Jeremy Sergent | Local Leverage Ep. 33

from Local Leverage · host Local Leverage

In this episode of Local Leverage, hosted by Mark Hockridge, we sit down with Jeremy Sergent, an Independent Mortgage Broker and Founder of Team Excel. Jeremy transitioned from a background in branding and tech to mortgage lending - where he now uses AI tools to automate outreach, personalize content, and generate leads at scale.Jeremy shares insights on:✅ Building custom automations using Go High Level✅ Leveraging PropertyRadar for hyper-targeted lead generation✅ Creating authentic, branded content with PressMaster✅ How AI is disrupting underwriting and loan processing✅ Why loan officers must adapt now—or get left behindIf you're a loan officer, mortgage broker, or real estate pro, this episode is packed with practical, high-impact strategies you can use today!🎧 Listen & Subscribe:🎧 Apple: https://podcasts.apple.com/us/podcast/local-leverage/id1795083813🎧 Spotify: https://open.spotify.com/show/69MV8neMEaenwPp2HmUTdb🎧 Amazon: https://music.amazon.com/podcasts/95353ab5-ae11-488e-a6cc-1de91aadfee1/local-leverage📺 Watch More Episodes:🔗 Checkout More Podcasts: https://www.youtube.com/playlist?list=PLAcwlSorbjF_2y1a-zelJIuMvHJJdqDEa📲 Follow Local Leverage:🌐 Website https://www.propertyradar.com/learn/l...📸 Instagram: / localleverage_ig 📘 Facebook: / localleveragepodcast 📲 Follow Mark Hockridge:🔗 LinkedIn: https://www.linkedin.com/in/mark-hockridge/🔗 Instagram:https://www.instagram.com/markhockridge/📲 Follow Jeremy Sergent:🔗 LinkedIn: https://www.linkedin.com/in/jeremysargeant/🌐 Website: https://www.loansbyhumans.com/📲 YouTube: https://www.youtube.com/@loansbyhumans📸 Instagram: https://www.instagram.com/loansbyhumans/📲 Follow Team Excel:🌐 Website: https://teamexcelnow.com/📘 Facebook: https://www.facebook.com/teamexcelnow🔗 LinkedIn: https://www.linkedin.com/company/teamexcelnow/#AIMortgage #LoanOfficerTools #MortgageAutomation #LeadGenerationTips #GoHighLevel #MortgageTech #PropertyRadar #RealEstateMarketing #LocalLeveragePodcast

Episode metadata supplied by the publisher feed · Published Sep 12, 2025

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How to use AI as a Loan Officer: Automations & Lead Gen ft. Jeremy Sergent | Local Leverage Ep. 33

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This episode was published on September 12, 2025.

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