From Chatbots to Storyboards: How Technology is Helping Loan Officers Connect in New Ways

In my last piece, I wrote about Sora 2 and its potential to transform video creation for mortgage professionals. What led me there wasn't curiosity about video. It started a few months earlier when I began building a series of custom GPTs for FinLocker. Those projects became my testing ground for understanding how emerging technology can actually make a difference in how loan officers show up for their clients and partners.

I built the FinLocker GPT Toolkit to solve a simple but important problem. Loan officers were interested in using new tools but didn't have the time to figure out where to start or how to stay compliant. They needed guided, industry-specific assistants that fit naturally into their daily workflow. The result was a collection of GPTs that help with everything from creating social media posts and emails to designing co-branding materials and webinar outlines.

I saw how these tools were being used in ways that extended far beyond marketing. Loan officers started using them to strengthen their top-of-funnel presence, onboard real estate agents into their co-branded FinLocker apps, and keep their pipeline warm with educational content that felt personal and relevant. What used to take hours of writing and planning was now happening in minutes, without sacrificing authenticity or accuracy.

That's what led me to explore Sora 2, OpenAI's new video creation platform. After spending months building GPTs that helped professionals write better, I wanted to see what it would look like to help them visualize better. That became the foundation for a new project: a Prompt Builder for Sora 2 and other video tools.

At its current stage, Sora 2 works best for shorter clips, animated walkthroughs, and supporting visuals that enhance larger videos or social media content. Think of it as a supplement rather than a replacement for full-scale production. It's a great way to produce bite-sized informational pieces that simplify complex topics or bring a message to life with motion and context.

Whether it's written or visual, the goal stays the same. Make marketing more human, more consistent, and more scalable. The technology isn't meant to replace creativity. It's meant to give professionals more time to focus on relationships, education, and the kind of communication that builds trust.

Both the FinLocker GPTs and the Sora prompt builder were created with that in mind, designed to make complex technology simple and to turn curiosity into real results. The early response from loan officers and agents has been encouraging. They're using these tools not just to generate content, but to create meaningful touchpoints with clients that extend far beyond a single transaction.

I'll continue to explore how these technologies can work together, especially as more professionals adopt them in their daily business. If you’re experimenting or curious about how these tools might fit your process, I’d love to hear what you’re seeing. #VieauxPoint