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How much of your week is still manual?

The AI Leverage Audit

9 questions. About two minutes. You'll see your score before anyone calls you.

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The audit

Question 1 of 9. When a new lead comes in during business hours, how fast do they hear back from you?

Question 2 of 9. A lead fills out a form at 9pm on a Saturday. What happens?

Question 3 of 9. After the first conversation, how many times does a lead who has gone quiet actually hear from you again?

Question 4 of 9. When you miss a call, what happens next?

Not what you mean to do. What actually happens most weeks.

Question 5 of 9. How many of your past clients hear from you in a given quarter?

Anything that isn't a mass-market update counts.

Question 6 of 9. Is there a system that reaches back out to old leads who never closed?

Question 7 of 9. How often do you actually publish something a past or future client sees: a post, a video, an email?

Question 8 of 9. After a closing, how does a review actually happen?

Question 9 of 9. Right now, how much of your week runs without you touching it?

Last step

Where should the score go?

US mobile. This is where your results go if you want them texted.

How this is scored

Published, so you can argue with it.

0-9

Mostly Manual

Right now the follow-up, the database, and the content all still run through you personally, which is exactly what this audit measures. That's not a knock on how you work; it's where most loan officers who haven't automated anything yet land.

10-18

Partly Built

Some of this already runs on its own. The pieces that don't are the ones costing you the most.

19-27

Leveraged

Most of the repetitive work in your business already runs without you, and that puts you ahead of most of the loan officers this audit was written for.

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