Use AI Automation to
Build your Pipeline

Reclaim Your Time.
Amplify Your Results.

Top producers understand that scaling their business doesn’t mean sacrificing their personal life. While your competitors are burning the midnight oil, you could be leveraging Summit Mortgage Corporation’s AI automation to close more deals without extending your workday.

AI won’t replace mortgage loan originators. But MLO’s that use AI will.

Two important questions to ask yourself:

  • What are some things that you wish you could implement to bring in more applications?
  • More importantly – What is holding you back from accomplishing these important items?

Plug in to Summit’s AI Automation. Let your AI Concierge use today’s trending AI tools like Zapier, ChatGPT, Claude, Gemini (and many others) to fill your pipeline with leads that are ready to apply. You spend your time doing the things AI can’t – talking to clients, locking loans, and working with your referral partners.

What is AI Automation?

Think of it as having a free LOA that works your leads!


Artificial Intelligence (AI):
AI, or artificial intelligence, is like giving a computer a brain—it allows machines to learn, solve problems, and even have conversations like a human would. Imagine a super-smart assistant that can help you write, create art, make decisions, or automate tasks.

Automation:
Automation is the use of technology to perform tasks with minimal human intervention. It streamlines processes, increases efficiency, and reduces errors by using machines, software, or systems to complete repetitive or complex activities.

AI Automation = Done-for-you automations at zero cost with measurable results.

Meet Your AI Concierge!

Justin Neal

What Summit Mortgage Corporation Automates (So You Can Focus On Closing)

Lead Management & Conversion

  • Instant Lead Response System
    Every inquiry receives immediate, personalized engagement. You step in only when it’s time to close.
  • Targeted List Building
    Connect with potential refinance or move-up buyers through precisely crafted outreach campaigns.
  • Cold Lead Revival
    Resurrect dormant opportunities with sophisticated AI-powered re-engagement sequences.

Relationship Building

  • Realtor & Referral Partner Nurturing
    Automated touchpoints keep you front-of-mind with your most valuable partners.
  • Past Client Reconnection
    Seamlessly rebuild relationships with former clients, including those from previous employers.
  • Strategic Partner Identification
    We help you connect with complementary professionals who can become referral sources.

Digital Presence Enhancement

  • Conversion-Optimized Landing Pages
    We design, deploy, and optimize pages that turn visitors into leads—complete with contact information capture.
  • Google Business Profile Optimization
    Dominate local search results to stand out in your market. We help you get to top ranking.
  • Social Media Growth Strategy
    Build a meaningful following without resorting to trendy gimmicks. We help you grow an organic following of future clients. Our content strategy delivers authority and engagement.

Operational Excellence

  • Intelligent CRM Automation
    Clean pipeline management and smart follow-up sequences.
  • Productivity Dashboards
    Daily guidance on who to contact and when for maximum impact.
  • AI-Enhanced Video Creation
    Professional content without the production headaches.

Proven Results

8+

Hours saved weekly.

3+

Additional appointments weekly.

99%

Database revitalization

DISCOVER YOUR SUMMIT MORTGAGE CORPORATION AUTOMATION ADVANTAGE

Schedule a complimentary strategy session to see Summit Mortgage Corporation’s AI systems in action. No obligation—just a clear roadmap to working smarter.

Why work with Summit Mortgage?

We’ve helped homebuyers successfully navigate the mortgage process for over 30 years by building strong, trusting relationships. 

Experience.com rating

4.94

Let's Start A Conversation!

Submit this form to start your journey, and we’ll personally connect with you to discuss next steps.

By submitting this form, you agree that Summit Mortgage may call or email you.
Equal Housing Opportunity