★ A NAMB member benefit ★

Claude for
mortgage brokers

Watch Ben explain the course
This video may change your life.

In 5 short lessons, Claude becomes your actual coworker — reading your loan files, clearing conditions, and drafting the emails, so you can close more loans.

Teach Me Claude, Change My Life! Start with free Lesson 1, or unlock all five. Built for NAMB members. 30-day money-back guarantee.
Claude reads your loan files Claude clears conditions Claude drafts borrower emails Claude has a memory Claude wins realtor referrals Claude reads your loan files Claude clears conditions Claude drafts borrower emails Claude has a memory Claude wins realtor referrals
first, the basics

New to Claude Cowork?

Cowork is the desktop version of Claude — the one that reads your files, drives your browser, and does real work on your computer. Regular Claude Chat answers questions. Cowork does the task.

Desktop only (Mac and Windows). The course walks you through setup, step by step. If you can use Word, you can do this.
what the course teaches

By the end of this course, you'll be able to get Claude to do this on every file.

Read the loan file

Drop the pay stubs, W-2s, and bank statements in a folder. Claude summarizes income and assets and flags what's missing.

Clear UW conditions

Paste the conditions list. Claude turns it into a plain-English borrower checklist and a status tracker.

Explain rate scenarios

A lender rate sheet becomes a clean side-by-side: rate, payment, cash to close, breakeven.

Win realtor referrals

Co-branded pre-approval one-pagers and check-ins to your agent partners, drafted for you.

Draft borrower comms

Emails and texts in your voice, with risky language flagged before it goes out.

Catch up your pipeline

One Monday-morning brief on where every loan stands and what's stuck.

security & compliance

Built for a regulated business from day one.

Your data stays yours

Members run on business plans where conversations are not used to train the models.

Anthropic is SOC 2 Type II audited, with encryption in transit and at rest and zero-retention options.

Files are read inside the desktop app. You choose what to share, and borrower PII never goes to the open web.

Designed for the rules you live by

Human in the loop: Claude drafts, the licensed broker reviews and approves. It never quotes, sends, or decides.

Drafting flags language that risks RESPA, TRID, ECOA / fair lending, and UDAAP before it goes out.

Supports GLBA Safeguards expectations for handling nonpublic personal information (NPI).

The guardrail: Claude is a drafting assistant, not legal or compliance advice. Your firm's compliance team owns final review and approval.
a real promise

Money back if it's not for you.

♡ The Promise

The course is yours forever — no subscription, no expiration, no surprise charges. If you finish Lesson 5 and Claude isn't saving you real time on every file, email me. Full refund. No questions.

your turn

Your new coworker is one click away.

Teach Me Claude, Change My Life!

Start with free Lesson 1, or unlock all five.