AI in Production
An AI-augmented marketing stack in production, not in pilot — underwriting chatbots, a Listing GPT, and content, video, and design workflows in daily use.
- Role
- Designed, built, trained, rolled out
- Stack
- ChatGPT custom GPTs · Office 365 integration · AI-assisted content, video, and design tooling
Context
Loan processors, underwriters, and sales teams routinely hit complex client scenarios that meant digging through underwriting guidelines. Response time was a bottleneck on closing. Separately, the marketing team’s production work — content, video, design — needed to scale without headcount.
What I did
- Designed, configured, and trained a ChatGPT-powered underwriting assistant on the underwriting guidelines; tested iterations against real scenarios until outputs held up.
- Built a Listing GPT to give Realtor partners and loan officers real-time insight on properties for sale.
- Integrated both with Office 365 so they sit in the tools people already use.
- Extended the same approach to content, video, and design production.
- Ran hands-on onboarding, then a feedback and update cycle to keep the tools aligned with team needs and regulatory changes.
Results
- Chatbot guidance recovered a $2.7M California jumbo loan that was about to fall through.
- Faster closing turn times on complex and high-value loans.
- 20% increase in positive client reviews from the launch date.
- Content, video, and design production runs on an AI-augmented stack in daily use.