How a Top Lender Uses AI to Personalize Lending and Build Client Trust

How Adam Heaney Is Personalizing Lending With AI and Why Clients Love Him For It

Since 1998, Adam Heaney has helped thousands of clients finance their dream homes. But what really sets him apart isn’t just his decades of mortgage experience or deep product knowledge. Athough with Reverse, FHA, VA, Conventional, and Jumbo loans under his belt, he has that covered.

Adam leads with communication, education, and a genuine desire to make every client feel confident.

Whether it’s their first purchase, their last refinance, or a major life transition in between. And today, he’s using AI tools to make those moments even more personal, creative, and unforgettable.

Lending That Feels Like Storytelling

Adam isn’t just helping clients sign papers, he’s helping them see their future.

A young couple shared their dream of owning a duplex where their son could grow up under the California sunshine. Instead of just walking them through numbers, Adam did something most lenders wouldn’t even think to do:

I used ChatGPT and Suno to write a song and create a video showing their future life, orange trees, a warm sunrise, and their child running in the yard.

Later, the husband messaged him:

“Today wasn’t a good day… but that video made me smile. I really appreciated it.”

For another couple working in the gaming industry, Adam researched their favorite games, used AI to design a dream home in Austin inspired by game aesthetics, and stitched together a custom slideshow with music. It wasn’t just marketing, it was a moment they’d remember.

The Power of Follow-Up, Reimagined

Like any great advisor, Adam knows that trust isn’t built overnight...

It’s nurtured over time.

At a recent open house in a 55-plus community, he spoke to a potential client for over 30 minutes and picked up valuable insights. But rather than let that lead slip into the background, he used ChatGPT Tasks to create a 12-week follow-up email plan.

“Too often, these things slip through the cracks, Now they don’t.”

He’s using automation to stay human. It’s not just smart, it’s scalable connection.

Real Marketing, Real Reactions

Before AI, Adam’s marketing was thoughtful but time-consuming. Every video meant multiple rehearsals, endless captioning, and lots of second-guessing. Not anymore.

With tools like Plaud and HeyGen in his workflow, he’s now:

  • Posting daily
  • Writing emails consistently
  • Capturing attention with short, off-the-cuff, sincere videos

And people are noticing.

“You have to keep posting. I love what you’re doing,” one friend said at a recent gathering.
Another commented: “The jump rope video? Hilarious. Keep it up.”

AI has helped Adam show up online as himself not a scripted version of who he thinks he’s supposed to be.

🎥 Meet the Man Behind the Mortgage Magic

Behind the tech and tactics, Adam remains the approachable, grounded, and passionate professional clients have always trusted.

Here’s a short video that captures Adam’s personality, energy, and heart.

Whether he’s on a mountain bike, guiding a client through pre-approval, or wing-foiling into the sunset.

👉 Watch the video

This is what a human-first approach to lending looks like with AI simply making more of it possible.

Want to See How Agents and Lenders Like Adam Are Doing It?

Join our Free Live AI Workshop, every Thursday at 2 PM ET.

You’ll see how tools like ChatGPT, Suno, HeyGen , and more are being used in the real estate and lending world to save time, personalize client experiences, and stand out in a crowded market.

👉 Join Our Free Live AI Workshop

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