Ep 146 AI 101 for Real Estate Notes: Use ChatGPT Without Being a Tech Nerd

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In this episode, Dave and Nathan pull back the curtain on AI for note investors and seller finance creators. Fresh off the IMN Mortgage AI conference, Nathan shares how big mortgage companies are already using AI for underwriting, intake, call centers, and document review, while Dave walks through real, everyday ways he uses tools like ChatGPT in his own note business. From building amortization schedules and pricing notes at different yields, to summarizing 150-page collateral files, drafting social posts, and even brainstorming legal strategies for repeat squatters in Chicago, you’ll see exactly how AI can become your on-call analyst, copywriter, and research assistant.

🔑 What you will master in this episode:

🎯 Practical AI use cases for note people: underwriting support, amortization schedules, note pricing, market forecasts, and more.

🚫 Prompt mistakes to avoid: why vague questions get junk answers, and how to structure prompts so AI responds like a real note expert.

📈 Workflow ideas you can steal: using AI to review collateral files, summarize YouTube trainings, draft legal-aware questions for your attorney, and power up your marketing.

🧠 Jobs vs. Skynet: what Nathan heard at Mortgage AI about jobs, automation, and why AI is more likely to be your edge than your replacement.

📲 Voice + mobile tips: how to treat AI like a “phone-a-friend” expert you can talk to in the car and pick up right where you left off.

Whether you’re AI-curious or still “Googling everything,” this episode shows you how to start using AI for 1% of your workflow today so you don’t get left behind tomorrow.

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[00:00:00] Show Intro and Guest Update

[00:01:06] Why Winter Boosts Productivity

[00:03:12] Getting Started With AI Tools

[00:05:41] How To Prompt AI Correctly

[00:08:03] AI In Note Investing Scenarios

[00:10:49] Beginner Prompts To Try Today

[00:13:32] AI’s Limits and Realistic Risks

[00:15:51] Mortgage AI Conference Highlights

[00:18:34] Automating Loan Applications With AI

[00:21:00] Real Estate Note Analysis Using AI

[00:23:37] Create Amortization Schedules Easily

[00:26:14] AI Pricing For Performing Notes

[00:28:32] Using AI To Solve Legal Issues

[00:31:16] AI Social Media & Marketing Hacks

[00:34:49] Image and File Analysis With AI

[00:38:44] Roleplaying Experts Using AI

[00:41:05] Property Data Extraction With Prompts

[00:44:54] 2026 Real Estate Forecast By AI

[00:49:03] Why AI Use Matters Going Forward

[00:52:54] Summary, Predictions, and Final Thoughts

[00:56:11] Episode Wrap Up and Goodbye