Get set up.
Configure Claude and get comfortable with the tools you’ll use throughout the workshop.
Less busywork.More broker.
Half a day to put AI
to work in your business.
Hands-on Claude workshops for mortgage brokers.
Build 2–3 working workflows with expert guidance.
8.8/10 attendee rating
Feedback from previous workshops
95% recommend it
To other mortgage brokers
Four hours. Hands on.
In person. No coding required.
A real room. Real broker workflows.Hear from the brokers
in the room.
This tool is the best that I’ve ever used in my business.
Dennis Ruetz · Mortgage broker
You don’t need to
arrive as an expert.
Bring your laptop. Start here.
Less repetition.
Better workflows.
More time for your clients.
You know mortgages.
Now get to
know Claude.
Set it up. Try it. Build with it. Work through real broker tasks with people who use Claude every day.
Your experience.
A new way to work.
LESS WATCHING.MORE WORKING
IT OUT.
What you
leave with.
Claude, configured.
Get set up on your laptop and learn the building blocks: personalization, skills, projects, plugins and scheduling.
2–3 broker workflows.
Build around the tasks you want help with, using your templates and examples appropriate for a workshop.
The confidence to keep building.
Learn the pattern, so you can keep exploring after the workshop. Stay connected through the broker graduate community.
A morning
of doing.
Bring your laptop and a workflow you know.
We’ll build it up, one step at a time.
Learn the blocks.
Explore personalization, skills, projects, plugins and scheduling through practical examples.
Build together.
Work through 2–3 broker workflows with guidance as you go. Ask questions. Try things. Make it yours.
Keep going.
Learn how to connect your tools and repeat the process after the workshop, with a community of broker graduates.
Four hours · In person · Coffee, lunch and Wi-Fi includedJoin the waiting list
Your team.
Your next move.
Dates coming soon.
Interested in bringing hands-on AI learning to your brokerage, team or lending organization?
Tell us about your team and what you’d like to build.
Individual brokers are welcome to register interest, too.
Their words.
More feedback from the Claude for Brokers community.
“This tool is the best that I've ever used in my business.”
DR
Dennis Ruetz
Mortgage broker
“I feel empowered to explore agentic AI. I've been so curious but didn't have a starting point. Now I have a foundation that applies directly to my role.”
RM
Rosa Meyer
Workshop attendee
“Mind blown by how Claude works — and a great presentation.”
CS
Casey Scobie
Mortgage broker
“I learned how to think about how I can use AI. How to think of it as a simple tool that lets me be creative. It's no longer overwhelming.”
KM
Kim McKenney
Workshop attendee
“A big head start on a fantastic tool for life and business — that would have taken me many more weeks, or perhaps never, on my own.”
RJ
Randy Jamieson
Workshop attendee
“Claude was worth it. Thinking backwards — what problem do I want to solve? Not ‘what can Claude do for me.'”
JS
Jerry Schindel
Mortgage broker
“How to think about AI — not to be afraid of it, but to play with it.”
K
Kristian
Workshop attendee
“To realize AI is an assistant I train and work with — my new assistant.”
BM
Bill Macklem
Mortgage broker
“Building the foundation and training my new intern will bring ease to my growing business.”
EP
Edith Parinas
Brokerage owner
A few good
questions.
Do I need to be technical?
No coding experience is required. The workshop is designed for working brokers, brokerage owners, team leads and operations staff.
What should I bring?
A laptop, a paid Claude subscription and 2–3 workflows you’d like help with. Check current Claude plans and pricing before attending.
What’s included?
Four hours of hands-on instruction, Claude setup, 2–3 workflows, coffee, lunch, Wi-Fi and access to the broker graduate community.
When are the next workshops?
Dates are coming soon. Join the waiting list for updates or let us know you’re interested in a workshop for your organization. Joining is free and does not reserve a paid place.
Can I use this in my practice?
This course teaches workflow setup; tool selection and deployment in your practice remain subject to your own compliance, privacy and regulatory review.
Your next workflow
starts in the room.
Get hands-on with Claude.
Let’s buildBrokerages · Teams · LendersDates coming soon