FREE 3 DAY ONLINE SUMMIT | MARCH 25-27 | 10AM - 1PM PST

AI FOR LOAN OFFICERS SUMMIT

Use AI to Build Your Brand, Generate Your Own Leads, and Become the LO Everyone Wants to Work With

3 days of live AI training. You'll learn how to get found in AI, create content that actually sounds like you, build tools that make referral partners want to stick around, and put together a recruiting offer that top producers actually say yes to.

A NOTE FROM LUKE SHANKULA

Look, I'm not going to sit here and tell you AI is the future and you need to get on board or get left behind. You already know that.

You're good at what you do. You close loans. You probably have a decent network and maybe even a social media presence that's working for you.

But you've also seen what's happening. Other LOs are building websites in a couple hours. Creating tools that make agents want to stick around.

Getting found when someone asks an AI to recommend a lender.

And you've probably tried AI yourself. Got something back that sounded nothing like you and went back to doing it the old way because your version was better.

I get it. That's actually the right instinct. Most AI output is generic.

The problem isn't AI. It's that nobody showed you how to use it in a way that matches how you work.

That's what this summit is. 3 days, 9+ hours of live training, from people who do this every day in real mortgage businesses.

Real strategies you can put to work the same week.

I've been in mortgage marketing for 8+ years. I've managed over $3 million in ad spend for loan officers. I've built Duplico, our AI content platform, from scratch using AI. And I run a community of 175+ LOs who are using this stuff right now.

Come see what they're doing. It's free.

- Luke

During this summit, you'll LEARN:

During this workshop, you'll discover:

  • How to create viral content with AI that actually generates mortgage leads (not just likes)

  • How top LOs are using AI bots to book appointments on autopilot, so leads get worked the second they come in          

  • The latest AI video clone technology and how loan officers are using it to market themselves 24/7

  • The exact short-form video strategies that convert viewers into borrowers in 30 seconds or less

  • How AI search is changing the game and what it takes to be the loan officer that ChatGPT and Perplexity recommend first

  •  How to build AI tools that make referral partners want to work with you

  • How to turn Claude into your second brain and build an entire content ecosystem from one idea

  • How to use AI to automate operations so you can focus on what actually makes money - closing loans

  • How to create viral content with AI that actually generates mortgage leads (not just likes)

  • How top LOs are using AI bots to book appointments on autopilot, so leads get worked the second they come in          

  • The latest AI video clone technology and how loan officers are using it to market themselves 24/7

  • The exact short-form video strategies that convert viewers into borrowers in 30 seconds or less

  • How AI search is changing the game and what it takes to be the loan officer that ChatGPT and Perplexity recommend first

  • How to build AI tools that make referral partners want to work with you, from calculators to resource hubs that capture leads

  • How to turn Claude into your second brain and build an entire content ecosystem from one idea

  • How to use AI to automate operations so you can focus on what actually makes money - closing loans

OUR PHILOSOPHY IS SIMPLE: FOCUS ON WHAT ACTUALLY MOVES THE NEEDLE

Every session at this summit ties back to one of these outcomes.

Pillar #1: Get Visible

"People looking for a loan officer find YOU first."

What this covers:

- Social media content that gets real engagement

- SEO and showing up in AI-powered search

- Google Business Profile optimization

- Website building with AI

- Video scripts and content repurposing

-Duplico, our voice-trained AI content platform

Pillar #2: Get Partners

"Become the LO that agents actually compete to work with."

What this covers:

- Building AI tool portals for real estate agents

- Creating branded lead magnets and buyer guides for open houses

- Teaching AI classes that position you as the expert

- Co-marketing strategies and agent outreach

- Recruiting tools and pitch decks

Pillar #3: Get Efficient

"Stop losing deals because you forgot to follow up."

What this covers:

- Automating your follow-ups so no lead falls through the cracks

- Setting up newsletters that go out without you touching them

- Getting reviews on autopilot instead of asking one by one

- Organizing your database so you actually know who to call

- Building workflows that run while you're on the phone closing loans

Pillar #4: Get Skilled

"Actually understand AI well enough to use it every day."

What this covers:

- Claude, ChatGPT, Gemini and when to use which

- HeyGen and ElevenLabs for voice and video

- Image generation with Ideogram, Nano Banana and GPT 1.5

- Prompting fundamentals that actually work

- Duplico onboarding and voice training

AI FOR LOAN OFFICERS SUMMIT

3 days. Learn how to create content, attract partners,

automate your follow-up, and actually use AI every day.

Meet your summit hosts!

Luke Shankula

Founder, Direct Authority AI + Duplico

8+ years in mortgage marketing. Speaker at AIME Fuse, MortgageCon, MMLA. Built Duplico from scratch using AI.

Marissa Dropulic

COO & Head of Operations + Summit Co-Host

Keeps the whole operation running. Co-hosts every summit and runs Friday implementation calls inside DAI.

What are people saying about our AI summits

Got a Question?

How much does the summit cost?

Free to attend live. VIP replays and bonuses are $27.

Do I need to know anything about AI to attend?

No. One of our four focus areas is GET SKILLED, which covers AI foundations from the ground up. We have people who've never opened ChatGPT and people who use AI every single day. Day 1 covers foundations so everyone has the same base, and then we build from there.

Will there be recordings?

VIP ticket holders ($27) get full recordings of all 3 days, plus the AI toolkit, SOPs, and a free month of our DAI community. If you can't make every session live, VIP is the move.

Is this a pitch fest?

No. We teach for 3 hours each day. Yes, we'll mention our programs because they exist and they help people. But you will walk away from this summit with strategies you can use whether you buy anything else or not. That's why people keep coming back.

I'm already using AI. Will this still be valuable?

Yes. Our members who've been using AI for over a year still say they pick up new things every summit. AI moves fast and the tools change constantly. Plus, sessions on building AI tool portals for agents, using AI for recruiting strategy, and getting found in AI-powered search go way beyond basic content creation.

What makes this different from other AI trainings?

Most AI training for loan officers is "here are some prompts, go copy and paste them." We don't do that. We organize everything around four outcomes that actually matter: getting visible, getting agent partners, getting efficient, and getting skilled with AI. Our members don't sound like robots. They sound like themselves. And they're building real things with AI, not just writing social media posts.

What is Direct Authority AI?

DAI is our coaching community for loan officers ($97/month). Twice-weekly live coaching calls, access to Duplico (our AI content platform that writes in YOUR voice), a full training vault organized by the four pillars, and a community of 175+ LOs doing this together. The summit is a great way to see if it's a fit before joining.

What is Duplico?

Duplico is our AI content platform. It starts with a voice interview that captures how you actually talk. Then it generates content (social posts, emails, blogs, video scripts) that sounds like you. It's included with your DAI membership.

I'm not very tech-savvy. Will I be able to keep up?

Yes. Susan Mershon has attended our trainings for 5 years and says Luke "is able to talk about very technical topics in a manner that everyone can understand." We also have Nicole and Kristel monitoring the chat to help if you get stuck.

How do I get the most out of the summit?

Show up live. Have your laptop open. Do the exercises as we do them. And seriously consider VIP because you will want to rewatch sections. There's a lot of ground to cover in 3 days.

Do you offer more in depth help?

Yes, we offer training in our Direct Authority AI Community

AI FOR LOAN OFFICERS SUMMIT

3 days. Learn how to create content, attract partners,

automate your follow-up, and actually use AI every day.

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