From the Talk

Want the templates? Here they are.

Free. No funnel. No upsell.

Everything I showed in the talk — the schema, the checklist, the prompts, the stack — packaged up and ready to fork. Each resource is a working document, not a teaser. If something's missing or unclear, DM me on Instagram @mortgagemayo and I'll fix it.

DM me on Instagram →

01

The 30-Day Playbook

A working checklist for what to do — week by week.

  • Foundation: FAQ schema, 10 question-format FAQs, review requests
  • Content: One hyperlocal page, one realtor market update, GSC setup
  • Partnerships: Co-branded flyer, AI agent outreach, partner updates
  • Iterate: Test queries, check GSC, double down on what worked
Open the Playbook

02

The FAQ Schema Template

The structured data that makes AI engines parse and cite your FAQ content.

  • JSON-LD template you can copy-paste
  • 30 starter FAQ questions for mortgage LO sites
  • Deployment guide for WordPress, Webflow, Squarespace, Wix
  • A working example to adapt
  • Five rules for writing answers AI engines actually cite
Open the Template

03

The Nano Banana Co-Branded Flyer Prompt

Generate a polished co-branded market update flyer in under 2 minutes.

  • The exact prompt I use in Gemini
  • Variable swap guide (what to change before each generation)
  • Common issues and how to fix them
  • A ChatGPT version if Gemini isn't working
  • Compliance disclaimer add-on for licensed LOs
Open the Prompt

04

The Tech Stack Guide

Astro + Sanity + Vercel + Tailwind + Claude Code. What each does, why I chose it, what to use instead if you're not technical.

  • Full stack explanation for technical LOs
  • Three paths for non-technical LOs
  • What I'd do differently if I started today
  • All-in monthly cost breakdown (~$21/month)
Open the Guide

About the talk

This page collects the resources I promised at the AI for Leads, Referrals, and Partnerships Summit. The talk covered:

  • How a 75-day-old AI-rebuilt website generated $5M in pipeline
  • Why traditional SEO and AI search work differently
  • How a $750K HELOC lead came in via ChatGPT in 48 days
  • The "one engine, three pipelines" framework
  • Live demos of ChatGPT search and AI-generated co-branded flyers

If you want the full deck or recording, DM me — I'll send it.

One More Thing

P.S. — LoanDeck

While I was rebuilding my website with AI, I started building a tool I needed for myself — a way to turn 30-minute spreadsheet loan comparisons into 5-minute branded comparisons clients can actually understand. It's now in beta. If you saw the LoanDeck mention at the end of the talk and want a closer look:

Get on the LoanDeck waitlist →

Beta users get 50% off public launch pricing. No pressure either way — the resources above are yours regardless.

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