This 3-part workshop series equips Canadian mortgage brokers with the knowledge and tools to harness Artificial Intelligence—specifically ChatGPT and generative AI—to work smarter, faster, and better. From demystifying core AI concepts to hands-on applications and real-world integration, participants will learn how to boost efficiency, enhance client communication, and future-proof their business with personalized AI strategies.

By the end of the series, participants will be able to:

• • Understand the foundational concepts of AI, including generative AI and Large Language Models (LLMs), and how they impact mortgage brokerage operations.
• • Recognize what AI is—and isn’t—by cutting through common myths and identifying both opportunities and risks.
• • Personalize ChatGPT using a custom instruction tool to reflect your unique voice, tone, and branding.
• • Master the art of prompt creation: learn how to write effective, targeted prompts that generate accurate, relevant, and high-quality outputs for your daily tasks.
• • Explore ChatGPT’s multi-modal capabilities (text, voice, image) and how they apply directly to mortgage workflows.
• • Seamlessly integrate ChatGPT into your existing systems and processes to improve productivity and reduce operational friction.
• • Apply AI tools and strategies to real-life scenarios in mortgage brokering, from lead generation to compliance documentation.
• • Design practical AI-powered workflows tailored to your brokerage’s goals for long-term, sustainable success.