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Loan officers, broker-owners, real estate agents, insurance agents and the teams behind them. If your work runs on relationships, documents and follow-up, our workshops are built for you.
Your laptop and charger, plus a Claude or ChatGPT account. A free account works. A paid plan is recommended because you can do more in a full day of building.
Yes. You build on your own computer the whole time. You leave with a working assistant and the steps to keep improving it, not a page of notes.
Mainly Claude and ChatGPT, plus tools like Meta's Muse for marketing and Wispr Flow for voice dictation. We teach the tool that fits the job and show you how to own your setup.
Not in a consumer AI account. We teach a simple rule: no borrower NPI or client personal data goes into a chat unless your company has approved that tool for it. Every workshop covers the ground rules before anyone builds.
No. Our prompts and examples are built to avoid rates, pricing, approval promises and guarantees. You review everything AI drafts before it goes to a client or partner.
Yes. Originate AI Live is a hands-on session for lenders, brokerages, real estate offices and industry events. Use the booking form and tell us about your group.
No. Originate AI is an independent education company. We are not affiliated with or endorsed by Anthropic, OpenAI, Meta or any lender, and we do not make loans.
Friday, November 20, 2026, 9:00 AM to 2:00 PM, at Stewart Title, 3402 W Cypress St, Tampa, FL 33607. Thank you to Mary Mohr and Stewart Title for hosting us.
$157 per seat. Seating is capped at 25 people so everyone gets hands-on help.
Yes. A light breakfast and lunch are provided.
Loan officers and broker-owners who want AI to buy back their time and help them close more business.
Daniel Hughes of Originate AI leads the Claude build. Nathaniel Bittman teaches the emotional intelligence segment.
Online seat reservations are opening soon. Join the email list and you'll get the link first.