More Loans, Less Chaos: Build a Custom AI Assistant That Runs the Busywork for You

Join NAMB and The Loan Atlas for this informative webinar on Tuesday, August 18, 2026 at 3pm ET.

In our webinar, you built the foundation. You set up your AI operating system, made it part of your daily workflow, and trained it to sound like you with custom instructions.
 

That was step one. This is where it starts paying you back.
 

The top producers pulling ahead right now aren’t just chatting with AI. They’ve turned it into repeatable tools that do the work for them: a sales coach that critiques every call, a project workspace that never loses context, a custom assistant they can hand to their entire team.
 

In this next session, Josh Mettle and The Loan Atlas will show you the real difference between Projects and Custom GPTs, then walk you through building each one live. And you’ll do it using the Mortgage Originator AI Operating Manual you created last time as the foundation, so everything you build sounds like you from the very first prompt.
 

What You’ll Learn:

• The difference between Projects and Custom GPTs, and exactly when to reach for each
• How to set up a Project that keeps every prompt, file, note, and conversation in one place
• The step-by-step process for building and publishing your own Custom GPT
• How to load in your Mortgage Originator AI Operating Manual so your Projects and GPTs already know your voice, your clients, and your process
• T he weekly workflow top producers use to turn every recorded call into coaching that lifts conversion

By the end, you’ll know exactly how to build your own Custom GPT: a tireless team member that can coach your calls, draft your follow-up, and scale your expertise around the clock for about $20 a month.