You’re not learning an AI.
You’re teaching one.
Claude and ChatGPT already know mortgages. What they don’t have is your judgment — who’s worth your time, what you won’t touch, how you talk to people, where your lines are. That took you years. Writing it down takes about 15 minutes, once.
Ask ChatGPT about a lead and it answers for “a mortgage broker.” Not for you.
It isn’t a smarter-model problem, and memory doesn’t fix it. Claude and ChatGPT remember you now — they remember what came up in conversation, not the dozen things that actually decide whether a file is worth your time. Nobody ever asked you those. Broker AI is where they live, and the AI you already use reads them before it answers anything.
A 90%-LTV rental is a pass. A renewal inside 90 days jumps the queue. Because you said so, once.
Drafts that sound like you wrote them, built from writing you actually sent.
The phrases you never use and the files that always come to you personally.
A real profile. A real conversation.
Nothing scripted on Claude’s side. Watch the “used Broker AI integration” line appear before each answer — that’s it reading the profile, live.
Your client files stay out of it.
Broker AI holds a profile of how you work. It isn’t somewhere you upload client files, and there’s nowhere here to put them.
Real names, incomes and credit details stay inside your own AI conversation, on your own account. They never reach our servers — our database has no table capable of storing a client record.
19 questions. 15 minutes. The AI you already have.
You answer once. Nothing to install, no key to generate, no new app to open every morning — it connects to Claude or ChatGPT with one address you paste in. Change your mind about which AI you use next year and your profile goes with you.
We’re building this with a broker, not for a hypothetical one.
Broker AI is being built with a working mortgage broker, and we want a few more before it opens up properly. There is no case study yet — that is exactly what this stage is for. Put your name down and you’ll be among the first in.
- Right now
- The working guide downloads the moment you register. Yours to keep either way.
- During beta
- We’ll work with a handful of brokers and write up what actually changed for them.
- At launch
- One email, to this list first, before it opens more widely.
After the pilot it’s $149 USD a month per broker for Broker AI (your profile plus compliance governance), or $299 USD with Meta and Google advertising added. You’ll get notice before anything changes, and there’s no obligation to carry on.
Claude, ChatGPT, Claude Code, Codex, or anything that reads a folder of files.
A North American technology advisory, building this around how mortgage brokers actually work.