AI training for the housing industry

Walk in curious. Walk out with a working AI assistant.

Originate AI teaches loan officers, broker-owners, real estate agents and their teams to build AI tools that fit how they already work. Hands-on, on your own laptop, and built around the rules of our industry.

Hands-on. Bring your laptopCompliance firstBuilt by a 10+ year mortgage & real estate pro
claude.ai · Projects
Realtor Partner Assistant
My voice.pdfService area.docxPartner notes (no NPI)
Draft a text to Jen at Coastal Realty. Her Harbor Blvd open house was packed Saturday.
Draft 1 of 2Hey Jen, saw Harbor Blvd had a great turnout Saturday. Congrats! If any of those buyers want to talk through pre-approval this week, I'm happy to jump on a quick call. Just send them my way.
Draft only. You review before sending.
Shorter, and mention I'm local.
Reply to your assistant

Example build. Names are fictional.

5hours of hands-on building at our Nov 20 workshop
25seats max, so you get real help in the room
1working assistant you take home, trained on your business
Who it's for

Built for people who close deals, not people who write code.

Every example, prompt and guardrail is written for the housing industry. No generic AI-for-business filler.

Loan officers & broker-owners

Realtor partner outreach, guideline lookups from your own docs, borrower explainers and a Friday pipeline recap.

Real estate agents

Listing descriptions with fair housing guardrails, open house follow-up, buyer education and content calendars.

Insurance agents

Renewal check-ins, coverage education in plain English and referral partner touches that don't eat your day.

Teams & leaders

Processors, ops staff and managers who want their people using AI the right way.

Ways to learn

Pick how you want to get started.

Not sure? Ask us →
IN PERSON · TAMPA · NOV 20

Originate AI Workshops

Small-group, hands-on workshops where you build your AI setup on your own laptop, with help in the room.

A business project trained on your work

Working bots for your weekly tasks

Safe-use rules you can show compliance

FOR COMPANIES & EVENTS

Originate AI Live

A live, hands-on session for lenders, brokerages, real estate offices and industry events.

Built around your audience

Promo copy and safe-use card for your team

Attendee handout with starter prompts

FREE · START TODAY

Playbook & Resources

Copy-and-paste prompts, project setups and guides you can use tonight.

Free AI playbook for ChatGPT, Claude & Muse

Starter prompts by role

Plain-English guides on safe AI use

How a workshop runs

Steps, not stories.

Most AI talks spend an hour on history and buzzwords, then pitch you a platform. We open our laptops and build.

STEP 1 · BEFORE YOU COME

Bring your laptop

Laptop, charger and a Claude or ChatGPT account. Free works. Paid is recommended.

STEP 2

Build your business project

Set up a project trained on your voice, your market and your documents.

STEP 3

Build working bots

Assistants for the tasks that eat your week: partner follow-up, explainers, recaps.

STEP 4

Close it like a pro

AI buys you time. Emotional intelligence turns that time into closed business.

Compliance first

We start with the rules, then we build.

You work in a regulated industry. Every Originate AI workshop opens with the ground rules, so you leave with tools you can use without creating a problem for your company.

Educational content only, not legal advice. Always follow your company's written policies.

AI SAFE-USE CONDITIONSPrior to use (PTU) · every workshop
PTU-01
No borrower NPI in consumer AINames tied to loans, SSNs, income, credit and account numbers stay out unless your company approved the tool.
CLEARED
PTU-02
No rates, pricing or promisesAI drafts never quote rates, APR or approval odds. That stays with the licensed human.
CLEARED
PTU-03
RESPA Section 8 awarenessGiving partners tools or content of value for referrals is a regulatory question, not a marketing one.
CLEARED
PTU-04
Consent before outreachTCPA consent for texts and calls. Housing and credit ads run in Meta's Special Ad Category.
CLEARED
PTU-05
A human reviews everythingYou are responsible for what your assistant writes and sends. Draft, review, then send.
CLEARED
Upcoming

Next workshop

All details →
Fri · Nov 20, 2026Tampa

Projects to Profits: Claude Buys Time, Emotional Intelligence Closes It

25 seats9 AM to 2 PM$157Bring a laptop

Hands-on workshop for loan officers and broker-owners at Stewart Title in Tampa.

Details →
Who's teaching

Taught by someone who has worked every seat at the table.

Daniel Hughes has spent more than ten years in mortgage and real estate, from processing files to originating loans to running a brokerage. He built Originate AI to teach the AI setups he uses every day, with the compliance habits our industry requires.

Our promise

You won't leave with notes. You'll leave with a working assistant.

Own your setup. No platform lock-in.

Trained on your documents, your voice, your market.

Real tasks from a real week in mortgage and real estate.

Questions

Common questions

Who is Originate AI for?

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.

What do I need to bring to a workshop?

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.

Is it safe to use AI with borrower or client information?

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.

Will AI quote rates or make promises for me?

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.

Join the list

Get the prompts and project setups we use in class.

Join the list for the free playbook, new guides and first notice on workshop dates. No spam, and no rate sheets.

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