Local Leverage
Why spend years learning what others already mastered? In just 40 minutes, gain the strategies, insights, and success stories that entrepreneurs and thought leaders spent millions to uncover. Whether you're starting out or scaling up, we’ll connect the dots between lead generation, business growth, and tech to help you thrive! This is the podcast that helps you grow your business.
Local Leverage
How to use AI as a Loan Officer: Automations & Lead Gen ft. Jeremy Sergent | Local Leverage Ep. 33
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 behind
If you're a loan officer, mortgage broker, or real estate pro, this episode is packed with practical, high-impact strategies you can use today!
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