THE MORTGAGE AI PLAYBOOK

An 8-Week AI System to Help Mortgage Leaders Save Time, Stay Consistent, and Close More Loans

STARTS MAY 5, 2026 | 9:00AM PST | BIWEEKLY LIVE SESSIONS WITH Q&A

Learn how to stay consistent with marketing, improve follow-up with clients and agents, and build stronger relationships that lead to more closed loans and better use of your time.

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If You Are Like Most Loan Originators Right Now...

Your database is not being nurtured consistently
There is no time to stay on top of marketing
Your follow-up is not fast or effective enough
You are handling too many repetitive tasks manually
You have heard the noise about AI but are not sure how to actually use it
You know you should be doing more but do not have a system for it

The Mortgage AI Playbook is an 8-week training built specifically for mortgage professionals. This is not a general tech course. It is built around the way you actually work: your marketing, your follow-up, your referral partner communication, your content, your time.

We are going to simplify AI so you know exactly what to use, when to use it, and why. SPOTS ARE LIMITED.

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The Tools and Strategies You Will Walk Away With:

How to use Claude and ChatGPT to write emails, social content, and client communication in minutes
How to build custom AI prompts tailored to your business, like handling client objections, writing referralpartner follow-up, or streamlining team communication
How to use HeyGen to create professional AI avatar videos without being on camera
How to build polished presentations and marketing materials fast
How to apply a story-selling framework that strengthens your messaging across every channel
How to use Captions and other tools to produce and edit video content for social media
How to automate your content calendar so your marketing stays consistent without the daily time drain
Which tools to use for which tasks, so you stop guessing and start executing
Live Q&A on every call to get your AI questions answered real time

EXCLUSIVE DISCOUNTED PRICE Reg. $1,997

$1,597 Paid in Full

Or

2 Payments of $847

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What Is Included:

Live Training: Biweekly Zoom sessions, 60 minutes each, at 9am PST. Led by Cindy and Brad with real implementation every session.
Interactive Q&A: Built into every session. Bring your questions, your challenges, and your specific business situation.
Membership Portal: Full access to recordings, playbooks, scripts, and templates. Everything organized and ready to use.
Playbooks + Scripts: Practical tools for marketing, follow-up, and client communication you can apply inside your business that week.
Templates: Ready-to-use templates for content creation, messaging, and presentations so you can move fast.
Implementation: Step-by-step guidance inside your business. This is not theory. You will use what you learn immediately.

Your Instructors

Cindy Ertman: Cindy has spent decades helping mortgage loan originators increase production, strengthen referral relationships, and operate at a higher level with clarity and consistency. She understands what it takes to build a sustainable, referral-driven business in today's mortgage landscape. Her approach is built on systems, structure, and intentional action.

Brad Costanzo: Brad is the Founder of AcceleratedIntelligence.ai and has simplified the AI playbook for mortgage professionals. His wife has been a producing mortgage loan originator for over 20 years, and Brad has been using his AI Playbook to simplify and streamline her marketing and customer support strategy. He understands your industry firsthand.

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