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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