 |
The Mortgage AI PodcastAuthor: Frazier
The Mortgage AI Podcast is a show for lenders, mortgage brokers, loan officers, and operators who want to leverage AI for growth instead of fearing it. Join Jason Frazier for episodes that dive into the tools, strategies, and honest conversations about AI implementation in the mortgage space. We cut through the hype and nonsense to focus on what's actually working today and what you need to know tomorrow.The Mortgage AI Podcast is presented by DIFRNT Coaching and is sponsored by MortgageCon Language: en-us Genres: Business, Entrepreneurship, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
The Big Bet On Bevri: Building The Ultimate AI Operating System | MAP Ep. 4
Episode 4
Thursday, 24 September, 2026
Send us Fan MailMost mortgage professionals are using AI to write emails, create social posts, summarize documents, and complete a few isolated tasks faster.Jonathon Haddad is building it into the operating system of his business and his life.In this episode of The Mortgage AI Podcast, Jonathon shows me an AI-powered neural network that connects his text messages, emails, meetings, social media conversations, contacts, and tasks. It remembers conversations, updates his to-do list, and prepares him before meetings.His goal is simple:“How can I get my brain onto this document so I never have to think about that again?”That is a much bigger conversation than prompting ChatGPT to write better marketing copy.Jonathon is also building Bevri, a platform designed to combine the CRM, LOS, and POS into one experience for mortgage brokers. The goal is to let loan officers manage their files without bouncing between 30, 40, or 50 different lender portals and disconnected systems.We also get candid about the part of mortgage AI that far too many people are ignoring: security.Mortgage companies and loan officers are building tools through vibe coding without understanding databases, permissions, compliance, or how to protect personally identifiable information. Jonathon has already found mortgage websites exposing Client names and email addresses.That mistake can lead to regulatory problems, expensive forensic audits, and serious damage to the entire broker channel.Then there is the cost of building with AI.Jonathon explains how companies can burn through tens of thousands of dollars in token usage because someone selected the most powerful AI model for work that never required it. His own automation platform once cost approximately $40 per day to operate. Through optimization, his team reduced that expense to around $40 every four days.Knowing when to build, when to buy, and which model to use has become an operating decision. Guessing can get expensive fast.We also look ahead to the mortgage company of 2030.Jonathon believes technology will allow processors to handle twice as many transactions and underwriters to manage four times their current volume. Standard mortgage files could reach clear to close in seven days or less, with much of the process completed without a traditional conversation with a loan officer.There will still be humans in the system. There will simply be fewer seats for people whose only value comes from completing mechanical tasks.In this episode, we cover:The difference between using AI and creating real leverageWhy the broker channel remains years behind retail technologyJonathon’s vision for BevriHow his AI system remembers conversations and manages tasksThe danger of exposing Client information through vibe-coded toolsWhy SOC 2 compliance and database security matterThe hidden cost of AI tokensHow to decide whether to build or buy AI technologyWhat the mortgage company of 2030 could look likeWhy cash-out refinances and HELOCs may surprise the industryWhich AI tools Jonathon believes are overhypedThe one childhood experience he believes you should bring back into your lifeIf you lead a mortgage company, pay close attention to the conversation about PII and AI governance.If you originate loans, look at your current workflow. Where are you still relying on memory? Where are you repeatedly stopping to find information? Where are disconnected systems eating up your day?Those are the places where AI can create meaningful leverage.00:00 Welcome and Feedback01:19 Introducing Jonathan Haddad02:06 Why This AI Conversation03:29 Building Bevri Platform04:09 Broker Tech Pain Points07:10 Industry Misreads AI10:07 Underestimating Data Power12:22 AI in Daily Life14:34 Usage Versus Leverage16:12 Neural Network Rolodex19:12 Palantir and Big Picture20:51 Thinking Space with AI21:37 AI as Memory Boost22:40 Mortgage Tech Mindset24:18 Vibe Coding Risks27:11 Build vs Buy Costs28:14 Token Spend Control30:52 Mortgage 2030 Vision33:42 Humans Still Matter35:08 Rapid Fire AI Takes37:31 Protect PII Always38:23 Closing Joy ChallengeConnect with BevriPresented by: DIFRNT CoachingFounding Sponsor: MortgageConBroker Sponsor: Summit LendingFriends of the Program: Empower LO
