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This Is Not Your Average Chatbot: Claude for Mortgage Brokers

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(Members Only)

EVENT DETAILS

Date May 21, 2026
Time 1 p.m. - 2 p.m. ET
Cost Free for Members
$55 Non-Members
Credits 1 PD hour

About the Webinar

Claude is all the rage these days and it is a game changer for mortgage brokers! Unlike the chatbots you've tried before, Claude can work directly with the files on your computer, connect to the tools you already use, and handle real broker work, such as drafting client communications, reviewing documents, chasing conditions, summarizing deals, and triaging your mailbox. With Claude you can build your own processes and systems, no developer required. On May 21st at 1pm EST, we're hosting a free 1-hour session to show you exactly how to setup Claude and put it to work.

What you'll learn:

  • What Claude, Claude Cowork, and Claude Code are — and when to use each
  • How to set up skills and plugins to automate daily tasks
  • How to connect Claude to your existing tools (CRM, email, calendar)
  • How to build your own simple broker or client-facing apps — no coding background required

About the Speaker

Reuven is the Co-Founder and CEO of Deeded, the leading Canadian digital home closing platform. Deeded is re-imagining the real estate closing experience, removing the friction, frustration, and delays involved with closing on a home or mortgage. Prior to Deeded, Reuven co-founded MoveSnap, a real estate technology company, which was acquired in 2018. Reuven spent 15+ years working with top Fortune 500 companies, leading their innovation and customer experience strategies. He holds business and human resources degrees and is an alumnus of Harvard Business School.

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