AI for Mortgage Brokers: A Live Claude Workshop A two-and-a-half-hour live session for mortgage brokers and agents who already use ChatGPT or Claude and want it doing real work on their files, not just writing emails. I build every system live on a mortgage broker's desk set up for the day, and explain each decision as I make it. You watch and ask questions. Nobody is asked to build anything or present to the room. What I build in the session:
- A submission system that drafts a hard file and checks it the way an underwriter would
- An Excel analysis of a funded book: who's renewing soon, who's likely to be shopped by their lender, and who would save by refinancing
- A renewal review deck for a client meeting
- A follow-up system that chases outstanding conditions, with a client checklist page and a daily check on rate holds You leave with the complete package and a step-by-step guide to set it up with your own lenders, voice and brand. Who it's for: mortgage brokers and agents already using ChatGPT or Claude. It isn't suited to first-time AI users. What you need: a paid Claude plan to run the package afterwards. A subscription is not included. Eight seats only. Register here: https://www.eventbrite.com/e/2002566819264?aff=oddtdtcreator Hosted by Chinmay Thombre, founder of Gleam Automations. 14 years in IT consulting and business analysis. | 
