How David Stein Generates Mortgage Referrals From AI, Plumbers & Past Clients

May 19, 2026

In this LoanOfficerPodcast.com episode, the host Chris Johnstone sits down with David Stein from San Diego Mortgage Group to break down how he continues generating consistent mortgage referrals using AI, database marketing, referral partners, and simple daily prospecting habits.

Here are 3 things you will learn in this episode:

• How David uses AI-generated content and blogs to attract inbound mortgage leads from Google, ChatGPT, Gemini, and AI search tools
• The simple “15 calls per day” system David uses to consistently generate referrals from Realtors, past clients, and local business professionals
• How providing value to homeowners through newsletters, home repair tips, and trusted contractor referrals helps create long-term referral relationships

David also shares why most loan officers overcomplicate AI, the importance of staying focused on conversations instead of admin work, and how small daily actions can completely transform your mortgage business over time.

If you are a mortgage professional looking to generate more referrals, leverage AI, and build stronger relationships with your database and referral partners, this episode is a must-listen.

Listen now and if you enjoy the episode, please take a moment to subscribe and leave a 5-star review. Your support helps us continue bringing top mortgage producers and AI marketing strategies to the industry.