The Claude
Workshop
By the end, you'll know:
What Claude can do
The simple stuff and the powerful stuff. When to use each, and how it fits your day.
Where it saves real time
The exact tasks Claude handles well for mortgage pros, and the ones it doesn't.
How to actually use it
We build something live, together. You follow along and walk away with a real example.
One session.
Hands-on live build.
A plain-English tour of Claude. What it is, what it can do, and the parts most people miss. No buzzwords. No assumptions about what you already know. Just a clear picture of what's actually useful for someone in mortgage.
The room picks a task that takes too long today. We set Claude up to handle it, step by step, on screen. You follow along, ask questions as we go, and leave with something that actually works for your day.
10+ years inside the mortgage and real estate industry. I worked at Juniper Square, AppFolio, and Ontra before starting PRVT MKT to help brokers and lenders actually use AI. This workshop is the same approach I walk private clients through.
One hour. No catch. Free.
Takes 30 seconds. We'll send you the join link and a calendar invite.
Save my seat · FreeBefore you register.
Is this really free?
Yes. No card, no upsell during the session. If you want to go deeper after, we offer that separately.
Will there be a replay?
Yes. Replay sent to all registrants. But live attendees get Q&A, which is where the best learning happens.
I'm not technical. Will I keep up?
Yes. If you can write an email, you'll be fine. No code, no setup headaches. We start from zero.
Do I need a Claude account?
A free Claude account works. If you don't have one yet, we'll show you how to set it up at the start.