AI Workshop Series for Mortgage Brokers
| Title: | AI Workshop Series for Mortgage Brokers |
|---|---|
| Location: | Three-Part Online Workshop Series |
| Start date: | 05 May, 2025 |
| Cost: | $199.00 for members or $349.00 for non-members |
Smarter. Faster. Better.
AI Workshop Series for Mortgage Brokers
Unlock the power of Artificial Intelligence to elevate your mortgage business. This three-part workshop series is designed exclusively for Canadian mortgage brokers ready to work smarter, not harder. Whether you’re curious about AI or ready to apply it in your day-to-day, these workshops will equip you with practical tools, custom strategies, and real-world insights to streamline your operations, enhance client experiences, and strengthen your competitive edge.
What’s Included:
✔ Access to all three live workshops
✔ On-demand viewing if you can’t attend live
✔ A custom tool to instantly align ChatGPT with your unique voice
✔ Hands-on demos, ready-to-use tools, and actionable strategies
Workshop Topics and Dates:
Explore what you’ll learn in each session and when they’ll take place.
Workshop 1: Demystifying AI – May 5, 2025, 10:00 – 11:15 AM PDT
Gain a clear understanding of AI and learn how to make it work for you—with a personalized ChatGPT setup that mirrors your brand voice.
Workshop 2: AI at Work – May 26, 2025, 10:00 to 11:15 AM PDT
Explore powerful real-life uses of AI across client communication, research, and day-to-day tasks—plus how to prompt like a pro.
Workshop 3: Practical Implementation – June 24, 2025, 10:00 to 11:15 AM PDT
Dive into AI tools and workflows you can use immediately, based on your questions and use cases from previous sessions.
Don’t miss this opportunity to future-proof your business.
Register now and get full access to the live sessions and on-demand recordings.
Michael Thorne
Meet Your Instructor: Michael Thorne
Michael Thorne brings over 30 years of real estate experience, innovation, and community connection to this AI workshop series. A lifelong North Langley resident and award-winning REALTOR®, Michael is a proud member of the Thorne Maisey Bongers Real Estate Group at RE/MAX LifeStyles Realty. Recognized by Inman News as one of the 100 Most Influential Real Estate Leaders, he’s known for his forward-thinking approach and deep commitment to his clients and peers. Since embracing AI in late 2022, Michael has transformed the way his team operates, using AI to enhance workflows, client experiences, and overall business impact. With his signature blend of curiosity, compassion, and practicality, Michael helps mortgage professionals see AI not as a threat, but as a powerful opportunity to work smarter and stand out.
Here’s What You’ll Learn:
Workshop 1: Demystifying AI – A Foundational Advantage for Canadian Mortgage Brokers
Artificial Intelligence (AI) isn’t just a buzzword—it’s your competitive advantage in the fast-evolving Canadian mortgage market. This introductory workshop cuts through common myths and delivers clear, actionable insights tailored specifically for mortgage professionals. Learn how ChatGPT and generative AI technologies can streamline your workflow, boost client interactions, and reinforce your unique brand voice. You’ll walk away with practical strategies that deliver immediate results and position your brokerage for long-term success.
A key part of this session is learning how to make AI truly work for you—by teaching it who you are. You’ll get access to a custom tool built to help you do just that. By answering 20 quick questions, the tool generates powerful custom instructions you can drop into ChatGPT, instantly aligning its responses with your unique voice. It’s a simple change that can transform how AI supports your business.
Learning Objectives:
- Understand the foundational concepts of generative AI, specifically ChatGPT, and how they directly enhance your daily brokerage operations.
- Clearly understand what AI and Large Language Models (LLMs) are—and what they aren’t—enabling you to recognize both the opportunities and pitfalls of this rapidly evolving technology. • Discover how leveraging custom AI instructions instantly aligns generative outputs with your unique tone, style, and voice, dramatically enhancing the authenticity, impact, and quality of your client communications and marketing content—the single most effective way to supercharge your AI results.
Workshop 2: AI at Work: Real-life Applications Revolutionizing Canadian Mortgage Brokering
This hands-on workshop introduces mortgage brokers to the expansive capabilities of ChatGPT, guiding you step-by-step through its powerful interface and multifaceted functionalities— including vision, deep research, data analysis, and more. Through live demonstrations and practical examples drawn from all corners of AI, you’ll uncover innovative ways to enhance efficiency, elevate output quality, and reduce friction in your brokerage operations. By session’s end, you’ll be ready to implement these transformative AI tools in your business immediately.
Learning Objectives:
- Master the essential features and interface of ChatGPT, including multi-modal capabilities like text, voice, and image interactions tailored specifically for mortgage brokerage tasks.
- Learn how to create and craft highly effective prompts that generate tailored outputs, precisely reflecting and amplifying your brokerage’s unique brand voice.
- Learn actionable strategies to integrate ChatGPT seamlessly with your existing tools and workflows, significantly enhancing your productivity and client engagement.
Workshop 3: Practical AI Implementation – Tools and Workflows for Mortgage Brokers
Step into an interactive session focused on actionable AI tools and workflows tailored specifically for Canadian mortgage brokers. This workshop will directly address your questions and real-world scenarios from the first two sessions. You’ll discover hands-on strategies to leverage AI effectively, streamline operational processes, boost productivity, and deliver better outcomes for your clients. Walk away with a toolkit of immediately applicable AI knowledge to elevate your brokerage’s performance.
Learning Objectives:
- Address specific questions and real-world scenarios encountered in previous workshops.
- Identify and integrate actionable AI tools to optimize workflow efficiency and client outcomes. • Develop clear, practical workflows that enhance productivity and ensure seamless integration of AI solutions into daily brokerage activities.