Technology is Reshaping How Mortgage Professionals Work. Where Do You Stand?

The industry is changing fast, and the gap between “tech-forward” loan originators and everyone else is only getting wider. Whether it’s mastering your CRM and loan software or adopting AI, those who figure out and implement these tools early are simply moving faster and closing more deals. 

Our Mortgage Professionals Pulse Report shows that 35.3% of respondents highlight technology adoption as the key to their recent successes. Partnering with a tech‑leading lender helps mortgage originators win more deals and stay ahead of the game. 

To provide you with the most efficient tools, we need your feedback. Shape mortgage tech future with us: take 3 minutes to share your tech-related experience in our survey, and in return, we’ll give you a free, premium tool to get ahead: a custom set of AI prompts built specifically for daily LO tasks. In addition, ADvantage Program Partners will receive 300 loyalty points. 

How Do You Use Tech?

AD Mortgage is conducting a new industry survey on How Mortgage Professionals Use Technology in 2026. It covers AI adoption, tech tools, efficiency, and the barriers that still get in the way. The survey takes about three minutes to complete, and all responses are completely anonymous. 

A Special Gift for Participants

Everyone who completes the mortgage tech survey will receive by email a Set of Top 5 AI Prompts for Mortgage Brokers – a free resource we built specifically for independent mortgage professionals. 

The prompts cover the tasks that support your business growth but rarely make it to the top of the to-do list. These are things like: 

• Filling in your LinkedIn bio 
• Staying in touch with past clients 
• Generating social media content 
• Requesting reviews 

Each prompt is ready to use with ChatGPT or any other AI tool, no technical experience needed. Instead of starting from scratch, you fill in a few fields and get a ready-to-send email, a finished LinkedIn bio, or a social media post in minutes. The kind of work that used to take an hour or more gets done before your next call. 

If you’re an AD Mortgage partner, completing the survey also earns you 300 ADvantage Loyalty Program Points, which are automatically credited to your account. Those points can go toward appraisal credits, underwriting fee waivers, rush closings, and more. 

Not an AD partner yet? This might be a good time to take a look at the ADvantage Loyalty Program. 

Take the Survey, Get Rewards

Don’t let the tech gap grow. Get the prompts and ensure your business is the one leading the way. See you in our “How Mortgage Pros Use Technology in 2026” survey. 

TAKE THE SURVEY