← Back to inboxGREG MAYS
B2B · LO Recruiting

I asked ChatGPT who to talk to about a mortgage…

Audience
Loan Originator recruits, each owned by a different recruiter
My role
Copy, build, and the AMPScript that makes it personal: RetrieveSalesforceObjects pulls the owning recruiter’s name, email, and HTML signature at send time, so a mass send reads like a personal note from someone the recruit knows.
Results
2,236 sent · 37.9% open rate · 2.8% unique click-through on a cold recruiting list. One build, hundreds of apparent senders — every recruit sees their own recruiter.
Why it’s hereA timely hook (AI visibility) plus true 1-to-1 mechanics. View the source to see the dynamic-sender AMPScript.
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%%[ VAR @ownerContactId, @ownerFirstName, @owningLO, @owningLOEmail VAR @htmlSignature, @contactRow /* OwnerId in this DE is already the owner's Contact Id (u.ContactId in the SQL) */ SET @ownerContactId = AttributeValue("OwnerId") IF NOT EMPTY(@ownerContactId) THEN SET @contactRow = RetrieveSalesforceObjects( "Contact", "FirstName,Name,Preferred_Name__c,Email,HTML_Email_Signature__c", "Id", "=", @ownerContactId ) IF RowCount(@contactRow) > 0 THEN IF NOT EMPTY(Field(Row(@contactRow,1), "Preferred_Name__c")) THEN SET @owningLO = Field(Row(@contactRow,1), "Preferred_Name__c") ELSE SET @owningLO = Field(Row(@contactRow,1), "Name") ENDIF SET @ownerFirstName = Field(Row(@contactRow,1), "FirstName") SET @owningLOEmail = Field(Row(@contactRow,1), "Email") SET @htmlSignature = Field(Row(@contactRow,1), "HTML_Email_Signature__c") ENDIF ENDIF ]%%<table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><span style="font-size:16px;">Hey %%FirstName%%,<br><br>&quot;Who should I talk to about getting a mortgage?&quot;<br><br>That's what I typed into ChatGPT. Here's what it said back:</span><br>&nbsp;</td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><table width="100%" cellspacing="0" cellpadding="0" role="presentation"><tr><td align="center"><a href="http://umortgage.com/sales-training" title="" alias="" conversion="false" data-linkto="http://"><img data-assetid="180332" src="https://image.email.umortgage.com/lib/fe2d11747364047d731d74/m/1/530361d4-0920-44d6-9506-e7fb63c7ffa5.png" alt="" height="501" width="550" style="display: block; padding: 0px; text-align: center; height: 501px; width: 550px; border: 0px transparent;"></a></td></tr></table></td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><br><span style="font-size:16px;">That first option that popped up? Jimmy Hobson. Yeah, he&rsquo;s our National Sales Leader.&nbsp;<br><br>The truth is, in every market, someone&rsquo;s name pops up. Wouldn&rsquo;t you like that name to be yours?&nbsp;<br><br>We&rsquo;re hosting a really cool training on <b><a alias="August 12th with Chris Johnstone." conversion="false" data-linkto="https://" href="https://umortgage.com/sales-training" style="color:#7549ea;text-decoration:underline;" title="August 12th with Chris Johnstone.">August 12th with Chris Johnstone.</a></b> He&rsquo;s an Anthropic Certified Engineer (fancy way of saying that he&rsquo;s Claude certified), and he specializes in helping LOs get more visible in AI chat responses.&nbsp;<br><br>The training is completely free, and we&rsquo;d love to have you there. You can use this link to sign up: <b><a alias="https://umortgage.com/sales-training" conversion="false" data-linkto="https://" href="https://umortgage.com/sales-training" style="color:#7549ea;text-decoration:underline;" title="https://umortgage.com/sales-training">https://umortgage.com/sales-training</a></b></span><br>&nbsp;</td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner">%%=v(@htmlSignature)=%%</td></tr></table><table cellpadding="0" cellspacing="0" width="100%" role="presentation" style="min-width: 100%; " class="stylingblock-content-wrapper"><tr><td class="stylingblock-content-wrapper camarker-inner"><span style="font-size:10px;"><a alias="Manage Subscriptions" href="%%profile_center_url%%"><span style="color:#7549ea;">Manage Subscriptions</span></a><span style="color:#7549ea;">&nbsp;|&nbsp;</span><a alias="Update Profile" href="%%profile_center_url%%"><span style="color:#7549ea;">Update Profile</span></a></span><br>&nbsp;<table border="0" cellpadding="2" cellspacing="0" id="Table5" width="600">   <tr>   <td>    <font color="#444444" face="verdana" size="1">This email was sent by: <b>%%Member_Busname%%</b><br>    %%Member_Addr%% %%Member_City%%, %%Member_State%%, %%Member_PostalCode%%, %%Member_Country%%</font><br>    <br>    &nbsp;</td></tr></table> &nbsp;</td></tr></table>
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Merge fields render with sample data. Production sends resolve these per recipient.