Adopting new technology can be intimidating, especially when you’ve been in the industry for decades and built your career on tried-and-true methods. That’s exactly how Jodi Perry, a seasoned loan officer, felt when she was introduced to AI-powered tools at LoanWorks. However, after a few initial hesitations, Jodi saw firsthand the transformative power of artificial intelligence — and her perspective shifted entirely.
The Initial Hesitations
Like many long-time mortgage professionals, Jodi had some anxiety about integrating AI into her daily work. “I’m not young, and the idea of AI in mortgage lending was overwhelming at first,” Jodi admits. She had spent years building relationships with her clients and working through the complexities of the loan process manually. The thought of letting a machine take over much of that process seemed foreign and, frankly, a little bit scary.
However, Jodi recognized that this was a turning point for the industry. “You either have to get in and be part of it, or you can sit back and watch others do it and miss out on the incredible opportunity,” she said. The decision to embrace AI was a bold one, but Jodi was excited by the prospect of being part of something groundbreaking.
The Turning Point
Jodi’s first experience with LoanWorks’ AI wasn’t without its bumps. But soon, she began to realize how AI was removing the most labor-intensive aspects of her job. “My first few files caused a lot of anxiety. I didn’t have the trust in the system yet,” she recalls. But the results were undeniable. Jodi was able to process files more quickly, close deals faster, and get more time back in her day. And, perhaps most importantly, she started to see a dramatic improvement in her quality of life.
A memorable moment for Jodi was processing a loan application while sitting at a family dinner in Pittsburgh. “I was able to submit the loan application from my phone while sitting at dinner with my family,” she explains. “By the time I was done, the loan was underwritten and approved. I couldn’t believe it.” She continues, “It was a game-changer. I was able to spend time with my family without worrying about missing out on business.”
How AI Changed Jodi’s Daily Life
One of the most significant benefits Jodi has experienced is the ability to work remotely and continue processing loans, no matter where she is. “I remember driving home from Pittsburgh one time and leaving my laptop behind. I couldn’t work at all. I had to drive back and get it,” Jodi recalls. With AI, those days are long gone. Jodi can now process loans from her phone, anytime, anywhere.
Additionally, AI has reduced the mental load of juggling multiple tasks. Jodi no longer spends hours glued to her computer, trying to keep up with paperwork. Instead, she’s free to focus on building relationships with clients, real estate agents, and colleagues.
It’s Time to Ride the AI Wave
Jodi’s story is a powerful reminder of how embracing new technology can transform not just the way you work, but the quality of life you enjoy. As she says: “I used to be tethered to my laptop. Now, I’m free to focus on what really matters: relationships with my clients and spending time with my family.” Jodi’s success is proof that AI can empower professionals to focus on what they do best: connecting with clients and growing their business, all while enjoying more freedom and flexibility in their personal lives.