AI for Mortgage Brokers: A Hands-On Claude Workshop

This is a live working session for mortgage brokers who already use ChatGPT or Claude and want it doing real work on their files, not just w I build every system in front of you, on a mortgage broker's desk I've set up for the day: a full inbox, a two-week calendar, open files and a book of sample clients. I work through the three problems that eat a broker's week, explaining every decision as I make it and handling the curveballs a real week throws at you. You watch, ask questions, and see exactly how each system is put together and why. Before the day, I build your own package from our pre-workshop call, set up with your lenders, your writing voice and your brand. You leave with it. WHO THIS IS FOR Mortgage brokers and agents who already use ChatGPT or Claude most weeks. WHO THIS ISN'T FOR First-time AI users. There's little introduction to what AI is or how to write a prompt. If you haven't used either tool yet, this session will move faster than you'd like. WHAT YOU LEAVE WITH A Claude package built for your business before the day, set up with your lenders, voice and brand A submission system that drafts branded submissions and checks them the way an underwriter would An Excel book analysis you can run on your own funded book, and a renewal review deck template A follow-up system for conditions and documents, with a client checklist page and a daily check on rate holds WHAT YPU NEED Nothing to build on the day. Bring a laptop if you'd like to follow along, but you won't be asked to. Your own paid Claude plan to run your package after the session. A subscription is not included. HOW THE SESSION RUNS I build, you watch and ask. Everything I build in the session runs on sample data, so no client information is ever on screen. ABOUT THE TRAINER I'm Chinmay Thombre, founder of Gleam Automations. I spent over 14 years as an IT consultant and business analyst before starting Gleam, and I hold a CBAP certification. That background shapes how I run these sessions: work out what the business actually needs first, then build the system. I run live AI workshops for specific professions, built around real work rather than slides.The 6 year experience as a Trainer comes in handy as well .