Program · mortgage brokers and brokerage firms

The program for mortgage brokers: complete files, without chasing paperwork.

The same 2 mornings, applied to your firm. We set up confidentiality first, then Claude checks the documents received, prepares the file summary and writes your follow-ups. You advise your client and submit.

See upcoming dates Morning by morning

2 mornings of 3 hLive, small groupOn your real filesNo coding

Example · plan mode

Check the documents received for the Gagnon file and tell me what's missing before I submit to the lender.

Claude · my plan

1Read every document in the file
2Compare with your required-documents list
3Flag the gaps: dates, income, names
4Write the client the list of what's missing

Shall I start?

You

You review the request. You send it.

The tasks we build with people in your trade

For each: what you do today, what Claude does, what you keep. You pick the one we build together during the training.

Missing documents

Today: You open every document received to see what's missing, then chase the client by hand.
Claude: Claude compares the documents received with your list (proof of income, notices of assessment, statements) and tells the client exactly what's missing.
You: You review and send.

File summary

Today: You retype the same information from one document to the next to build the file.
Claude: Claude reads the documents and prepares the file summary: income, employment, down payment, points to explain to the lender.
You: You check every number and submit.

Explaining the offer to the client

Today: Explaining loan terms in plain words, client after client.
Claude: From the chosen offer, Claude drafts a clear email for your client: the terms, the next steps, the documents to sign.
You: You review and send.

Renewals and follow-ups

Today: Upcoming renewals, tracked from memory or in a spreadsheet.
Claude: Claude reads your client sheet and prepares, every month, the messages for those whose renewal is coming up.
You: You approve and send.

You keep your tools:

ExcelWordOutlookGmailGoogle DrivePDF

The program, morning by morning

Live, shared screen: Yassir shows, you do the same on your side, on your tools. No slides to watch.

1Morning 1 · 3 h live

Claude learns your business

You leave with Claude installed, set up for your business, and your first automations under way.

We install everything together
Claude inside Visual Studio Code, a free tool that lets you keep several conversations open at once. Step by step, shared screen.
Your working folder and your rules
A file Claude reads before every task: who you are, your trade, your clients, what it must never do. That's what turns a chat into an assistant that knows your business.
Plan mode: it proposes, you decide
Before acting, Claude shows you its plan and asks its questions. You correct, you say yes, it executes. You stay in control.
Your first automation
You give Claude a real document (an old quote, a report, a statement) and it builds the tool that redoes it for you, the same way every time.
Talk instead of typing
You dictate your requests out loud, like to a colleague. It's faster, and you give more detail without noticing.

In your trade: Your firm's rules file: never a social insurance number, nothing sent without your approval, the files Claude is allowed to see. Then your first automation, often the missing-documents list.

2Morning 2 · 3 h live

Claude plugs into your tools and remembers

You leave with a Claude that works with your tools, remembers what it learns, and the right security habits.

Plug Claude into your tools
Gmail, Google Drive, Shopify, your CRM: Claude reads the tool's documentation and writes the connection itself. You provide the access, it does the rest.
Make your numbers talk
Statements, sales, calls, Excel files: you provide the raw data and an example of the report you want. Claude produces the report, the same way every time.
A memory that grows
At the end of each work session, Claude writes down what it learned: your projects, your decisions, your tools. It gets better every week.
Serious research
A research tool that compares sources across the web and hands you a summary, for a market study or a supplier decision.
Security habits
Where to keep your keys and passwords, why never to install a tool found just anywhere, and how to spot a booby-trapped document trying to give Claude orders.

In your trade: The file summary ready to reuse, Claude plugged into your email or Google Drive, a memory of your clients and lenders, and the security habits for confidential files.

Every month · live

The Q&A session

Bring what's blocking you or your next automation idea. We solve it together and go over what's new in Claude.

The method

One recipe, for all your tasks.

It's the same for a quote, a report or a Gmail connection. You practise it during the 2 mornings, then repeat it on your own.

1
You describe the task
Out loud, like to a colleague, with an example of the result.
2
Claude proposes a plan
It reads your folder, then asks its questions.
3
You approve, it builds
The tool is ready to reuse, next time in minutes.
4
It remembers
What it learned goes into its memory. Next time, it already knows.

They did it in their business

Not a broker, but the same data entry that eats the day.

“My timesheets go straight into my quote file, which is also my job-tracking file. It would have cost me a fortune to have an Excel specialist build that.”

SCSimon C.Construction contractor

Quotes, timesheets and job tracking linked

Pick your cohort

2 live online mornings of 3 hours, 9 a.m. to noon (Montreal time). Come with THE task you want off your week.

$1,500

per person, plus tax

October 2026

Training daySelected cohortMontreal time

Open for registration
October 22 cohort
Thu, Oct 22 and Thu, Oct 29 · 9 a.m. to 12 p.m.
Book
Open for registration
November 7 cohort
Sat, Nov 7 and Sat, Nov 14 · 9 a.m. to 12 p.m.
Book

2 live mornings of 3 hours, small group, shared screen
You build on your real files, not on examples
Session recordings, to rewatch as often as you like
Course notes and ready-to-copy prompts
A live Q&A session every month

Not sure where to start?

Take the free AI diagnostic: Clara spends 15 to 20 minutes with you (and your team, if you want) and tells you which tasks to automate first.

Discover the diagnostic

Frequently asked questions

What about my clients' confidentiality?

It's the first thing we set up. Together we turn off the use of your conversations for model training, write the rules Claude must follow (never a social insurance number, for example), and you decide which files it sees.

There are several brokers in our office. Can we come together?

Yes. Add seats when you register: each broker leaves with Claude set up for THEIR files. For a private session for your firm, see team training.

Do I have to change my brokerage software?

No. Claude works with the documents and exports you already have (PDF, Excel), and you submit in your usual software.

Do I need to know how to code?

No. You describe what you want, Claude proposes a plan, you approve and it writes the code. We install everything together.

What do I need?

A computer (Mac or PC), a paid Claude subscription (from about US$20 a month) and an example document for the task you want to automate.

How much does it cost?

$1,500 per person, plus tax, for the 2 mornings, recordings, notes and the monthly session.