Make the switch to Claude. Without starting over.

3 days. Build your AI second brain, set up Claude Cowork the right way, and deploy real systems that close more loans. Built for loan officers who've been sitting on the Claude fence.

Get the Intensive · $97 Get DAI + Intensive · $97/mo

Get DAI for $97/mo and the 3-day intensive is included as a launch bonus. Cancel anytime.

Claude that sounds like youTrained on your voice, stories, and clients

Cowork set up securelyCompliant with your borrower data rules

Real systems runningContent, follow-up, database reactivation

The Real Problem

You've heard Claude is better. You've been scared to move.

Every loan officer I talk to is in one of these three spots. See if any of this sounds familiar.

You're still on ChatGPT

You've invested months building custom GPTs, saving memories, and dialing in your prompts. You've heard Claude is 10x better, but the thought of starting from scratch feels like a waste of everything you've built.

You tried Claude and bounced

You opened Claude, asked it something, got a decent answer, and went back to ChatGPT. You didn't see what the fuss was about. The truth is nobody showed you Projects, skills, or Cowork, which is where Claude actually separates from the pack.

You're using Claude wrong

You have a Claude subscription. You use it maybe a few times a week. You're pretty sure you're getting 10% of what's possible. You don't know what the other 90% even looks like yet.

What We'll Build

3 live sessions. Built with you, not pre-recorded at you.

Over 3 days, we build your AI second brain, set up Claude Cowork on your computer, and deploy real workflows you can run Monday morning. You're on the call. You follow along. You leave with working systems.

01Day One

Train Your Claude (The Second Brain)

Your Claude stops sounding like everyone else's and starts sounding like you.

We walk through the migration from ChatGPT first, so you don't lose your memory, your GPTs, or your prompt library. Then we build your second brain from the ground up: the 4 documents that turn a generic Claude account into a version of Claude that already knows who you are, how you talk, what you do, and who you serve.

ChatGPT memory export walkthrough
Your SOUL, VOICE, MEMORY, RULES docs
Claude Projects setup live
Your first piece of content, in your voice
Skills intro and installation
The migration that saves your work

You leave withA Claude Project trained on you. Your voice, your business, your clients, your wins. Every future conversation starts smart.

02Day Two

Set Up Your Claude (Cowork, The Right Way)

The part nobody else is teaching properly. Cowork on your computer, connected to your real tools, without putting your license at risk.

Claude Cowork is the feature that crashed the software market. It lives on your computer and does real work, not just answers questions. The problem is most trainers are showing demos that would get a loan officer in compliance trouble in about 20 seconds. We install Cowork live, walk through the permissions, and set up the secure architecture that keeps borrower data where it belongs.

Cowork install on Mac and PC
The secure inbox forwarding setup
Connectors: Gmail, Drive, Calendar
Skills vs plugins walkthrough
The compliance stack for LOs
What not to connect, and why

You leave withCowork installed, configured, and connected to your real tools. A setup that's actually safe for a loan officer to run.

03Day Three

Deploy Your Claude (Real Systems, Live Builds)

Three workflows built live in front of you. Stuff you can actually run starting Monday.

This is the day people show up for. No theory. We pick three real LO workflows and we build each one live, start to finish, with your voice and your business context already loaded in. You watch the whole thing, you follow along, and you walk away with working systems in your Claude.

System 1: The content engine
System 2: The follow-up drafter
System 3: Database reactivation
Scheduled tasks (your AI while you sleep)
The 30-day implementation plan
How to expand without going off the rails

You leave with3 real systems running in your Claude, a 30-day implementation plan, and the confidence to actually use what you built.

The Foundation

What a second brain actually is, in plain English.

A second brain is a version of Claude that already knows you. Who you are, how you talk, what programs you specialize in, who your agents are, what your past clients bought, and what you said on your last coaching call.

Every time you open it up, it's already caught up. You don't have to explain yourself. You don't have to paste in the same context over and over. You just tell it what you need, and it delivers in your voice, on your brand, for your specific business.

That's the difference between having an intern who forgets everything every morning, and having a senior assistant who's been with you for five years. Day 1 is where we build yours.

The 4 Foundation Docs

SOUL doc

Your business, your offers, your audience, your origin story

VOICE doc

How you actually talk. The phrases you use, the words you'd never use

MEMORY doc

What the brain remembers session to session. Updated automatically.

RULES doc

How it operates. What it does, what it never does, and how it formats.

The Honest Version

Most Claude training would get a loan officer in compliance trouble.

Every Cowork demo you've seen on social assumes you don't have NPI sitting in your inbox. You do. Borrower SSNs, bank statements, credit pulls, loan apps. One auto-triage demo pointed at the wrong Gmail and you've got a real problem.

This is the only Claude intensive built for mortgage. We show you the forwarding setup, the sanitized-export pattern, and the compliance stack that lets you use AI without losing your license. Nobody else is teaching this.

What LOs Are Actually Getting

Real loan officers running this exact system.

Forget testimonials about how the training felt. These are actual mortgage outcomes from loan officers who built out the same AI setup we're building with you in 3 days.

$699K loan closed

Built a content system trained on his voice. One post on Facebook hit 2.4M views and brought in a $699K loan from someone he'd never met.

Paul Byron

Loan Officer · DAI Member

3 websites in 1 week

Spent $75K+ over 17 years on developers and other coaches trying to get it right. Built 3 websites in one week using the system we teach, at $97 a month.

Joanna Perry

Loan Officer · DAI Member

500%+ engagement

Started running weekly AI classes to his agent partners using Claude as the backbone. Turned his agent network into a lead machine and saw engagement jump 500%+.

Cole Brantley

Branch Manager · DAI Member

13 months. Full rebuild.

Partner at Home 1st Lending. 20-year veteran. Built an entire content engine, recruiting system, and AI operating layer over 13 months using the architecture we're teaching in 3 days.

Zach Bleznick

Partner · Home 1st Lending

Two ways in. Same $97.

Whichever you pick, the 3-day intensive is the same. The difference is what happens after day 3.

Just the Intensive

$97

One-time payment

The 3 days, the recordings, the starter pack. Walk away with Claude set up and running.

3 live sessions (90 min each)
Lifetime recording access
Second Brain Build Kit templates
ChatGPT migration walkthrough
Cowork skills starter pack
Compliance checklist for LOs

Enroll in Intensive Only

The No-Brainer

Intensive + DAI Membership

$97 / first month

Same price. Way more on the table.

Same 3-day intensive, plus your first month of Direct Authority AI. The intensive becomes a bonus.

Everything in the intensive
Full DAI community access
Twice-weekly live coaching calls
Duplico AI content platform included
Monthly AI for LO Summits (VIP upgrades)
Plus all the DAI skills and SOPs

Enroll in DAI + Intensive

$97 today is your first month. After 30 days, $97/month for ongoing membership. Cancel anytime, no fees.

Quick Answers

Questions loan officers always ask.

I've never used Claude. Is this too advanced for me?

No. Day 1 starts from zero. If you can use Google Docs, you can do this. We walk through the entire setup live, and the recordings are yours forever if you need to go back.

I've invested a lot in ChatGPT. Am I starting over?

That's exactly why Day 1 opens with the migration. We pull your ChatGPT memory bank, export your custom GPT instructions, and use that as the foundation of your Claude second brain. Nothing wasted. Everything carries over.

What if I can't make it live?

You get the full recordings for life. Live is better because you can ask questions in real time, but if you can't make it, you're still covered.

I'm already a DAI member. Do I pay again?

Nope. DAI members already have access. Check your community portal for the session links.

Why is this specifically for loan officers?

Because generic Claude training is dangerous for mortgage. You have NPI in your email, borrower data in your CRM, and licensing rules that most AI trainers don't know exist. We know the mortgage side, so we know the setup that actually works for you.

What's the refund policy?

Show up to Day 1, and if by the end you don't think it's worth $97, email us and we'll refund you. Keep the recordings. We're that confident in what you're getting.