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of 5— List your top training topics
What you'll accomplish
By the end of this guide, you'll use Claude to create a structured LO training library — covering your most common onboarding topics, sales scripts, and compliance reminders. New loan officers will have reference materials they can use independently instead of interrupting you with the same questions every week.
What you'll need
- Claude account (free at {{tool:Claude.url}})
- 5-10 topics you explain to every new LO in their first month
- 60 minutes for the initial library session; 10-15 min per additional topic
- Cost: Free
How-To Guide: Build a Loan Officer Training System with Claude
Step 1: List your top training topics
Before opening Claude, write down the 5-10 questions new LOs ask most often in their first month. Examples:
- How do I structure a pre-qualification call?
- What's our process for submitting to underwriting?
- How do I handle a borrower who gets declined?
- What's our rate lock policy and when should I lock?
- How do I build my Realtor referral relationships from scratch?
This 5-minute list will drive your entire training library.
Tools:Claude