For Mortgage Branch Managers ·
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
Before opening Claude, write down the 5-10 questions new LOs ask most often in their first month. Examples:
This 5-minute list will drive your entire training library.
I'm a mortgage branch manager building a training library for new loan officers. I'll give you a topic and my informal notes on how I handle it, and you'll create a clear, step-by-step training guide. Include: what to do, scripts or example language, common mistakes, and when to ask the manager. Keep language practical — no textbook style.
Pick your most-asked topic and give Claude your informal notes:
Topic: How to structure a pre-qualification call with a new borrower
My notes: First I introduce myself and ask how they heard about me. Then I ask: what's your purchase timeline? Do you have a property in mind? What price range? I run a soft pull credit check with their permission. Then I pull up Encompass and start filling in the 1003. I always ask about employment situation and down payment source. Big mistake: asking about credit score before building rapport — they get defensive. Another mistake: not asking about the property before credit — sometimes they want commercial.
After building 5+ guides, ask Claude:
I've created training guides on these topics: [list topics]. Write a 1-page index with a one-sentence description of each guide and when a new LO should read it (Day 1, Week 1, First month).