Jonathan Ferrell · Chief AI Officer at Cuantico · AI keynote speaker
Jonathan Ferrell is the Chief AI Officer at Cuantico and the Founder of AutomatedLO, a free community where loan officers build AI systems in the open. He has worked in mortgage since 2011 and is a keynote speaker on practical AI for mortgage and real estate teams. He is a HighLevel Gold SaaSPRENEUR Award winner, 2024, 2025 and 2026.
Selected work
Products and systems built around the way people actually work.
Voice AI · Technology leadership
AI voice assistants that answer, qualify, and book appointments.
Cuantico connects AI conversations to CRM workflows and appointment booking, helping mortgage, insurance, and real estate teams follow up with their prospects.
My role Chief AI Officer
Explore Cuantico AI
Real estate · Software product
One property. A connected marketing workflow.
Property details and photos become branded flyers and a dedicated listing website. Agent profiles and office branding stay ready for the next property.
My role Product developer
Explore AutomatedREMortgage · Private client application
A quoting tool becomes a connected workflow.
An application around an existing mortgage pricing tool, connecting quote preparation, saved proposals, officer workflows, and CRM handoff.
My role Application & workflow development
Explore Quote Engine
Live events · Custom application
The event could not wait. So I started building.
Built for Momentum Builder LIVE, Oct 6 to 8, 2026.
My role Product design & development
Explore Momentum Builder AppHow I can help
An idea to build. A workflow to fix. A team that needs a practical plan.
Turn it into an application built around your users, your business, and the work that needs to happen.
Explore this serviceConnect your CRM, your communication tools, and your workflows. Apply AI where it is useful, with people in control where it matters.
Explore this serviceTranslate the operational problem into a prioritized roadmap, choose the right approach, and connect the plan to implementation.
Explore this serviceKeynotes & training
I speak to mortgage, real estate and small business rooms about AI that does real work. Every talk is built on systems I already run in my own business, so nothing on stage is theory. Your audience leaves with a plan they can use on Monday. Most recently, I gave the La Comunidad keynote in Riverside on Oct 8, 2026, hosted by Grant LaViale and the Southern California Movement Mortgage Team.
The person behind the work
My background started in mortgage lending, from originating loans to running a branch. Today I combine that operational experience with technology leadership and hands-on development.
I can work through the business problem with you and the technical decisions with your team. That connection is where I do my best work.
More about meSpeaking
Recent talks and HighLevel Gold SaaSPRENEUR Award, 2024, 2025 and 2026.
From idea to implementation
A good idea is only the beginning. I work through the business problem, the product decisions, and the implementation so the result is something your team can use.
Start with the people, the bottleneck, and the business outcome. Not a tool shopping list.
Agree on scope, priorities, dependencies, and what a successful handoff should look like.
Make the workflow tangible, review it together, and prepare the team to use it.
Jonathan Ferrell is the Chief AI Officer at Cuantico and the Founder of AutomatedLO, a free community where loan officers build AI and automation systems in the open. He has worked in mortgage since 2011, speaks on practical AI for mortgage and real estate teams, and is a HighLevel Gold SaaSPRENEUR Award winner, 2024, 2025 and 2026.
Jonathan takes on custom software, internal tools, customer portals, AI applications and CRM workflows. The best starting point is a specific business problem or a product idea with a clear audience. You don't need a finished technical brief. Bring the problem and the tools you use today, and the first call settles scope and fit.
Yes. Jonathan Ferrell gives keynotes, breakout sessions and workshops on practical AI for mortgage, real estate and small business audiences. Every talk is built on systems he runs in his own business, and attendees leave with a plan they can use on Monday. Speaker inquiries go through the form at jonathanferrell.com/speaking.
AutomatedLO is a free community for loan officers, founded by Jonathan Ferrell, where members build AI and automation systems in the open. The focus is real systems loan officers can use, like lead follow-up, not theory. Learn more at AutomatedLO.com.
The biggest win for most loan officers is follow-up: answering new leads fast, staying in touch with past clients, and bringing old database contacts back to life. Jonathan teaches loan officers to hand those repeatable jobs to AI so they can spend their time on borrowers and referral partners. Relationships stay human. The busywork does not have to.
Let’s build something useful
A product idea, a workflow that needs work, or an AI project that needs a clear direction. Let’s talk it through.
Book a 15-minute discovery call. We’ll discuss the problem, the fit, and the next step.
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