Smart AI for
Leaders
01The problem
Most AI training starts with the tool.
We start with the end in mind.
You learn the tech, then you’re left to figure out how it wins a loan. Most loan officers never get that far.
Most AI training starts here
Module 1Intro to AI agents
Module 2Prompt writing
Module 3Automation workflows
Module 4Syncing your apps
You learn the tech. The loan is still your problem.
SAIL starts here
More refis from your past clients
Shopped loans won, not lost
Realtors who send you buyers
Your first hour back
We work backward from the result. AI is how you get there, not the lesson.
02The workshops
Pick the result you want.
Build it in two hours.
Each workshop is two hours, live, and ends with one result running in your business. A new one runs every month.
Next live · Thu, Nov 19 · 11 AM CT
More loans
Find Hidden Loans
Refinance opportunities slip by while you’re busy. In two hours, you build the system that finds them in your own pipeline.
Reserve my seat · $197
Founding price for the first 3 months
you’ll build
A pipeline check that flags every past client above market
A personal email drafted for each. Nothing sends on its own.
Building-specific pre-approval pages
Also in the lineup
More loans
Open All Night
No website, or an outdated one, and borrowers ask questions at 10 p.m.
you’ll build
A website built by AI, no developer needed
A branded pre-qualification calculator
A 24/7 assistant that routes rate questions to you
More loans
30 Days of Content in One Afternoon
You can’t post consistently, and AI writing sounds like a robot.
you’ll build
AI trained on your voice
Thirty social posts with captions
One topic into a post, video, email, and slide
A marketing assistant trained on your best posts
Close more
Win the Shopped Loan
Your borrower comes back with competing Loan Estimates.
you’ll build
Line-by-line comparison with a counteroffer drafted
Instant answers from rate sheets and guidelines
A total-cost comparison page, not just rate
Close more
Close With Confidence
“Your rate is higher” and “I’ll wait” stop the conversation.
you’ll build
A skeptical AI borrower to practice against
Responses to the eight toughest objections
A Loan Estimate walkthrough video
Referrals
Your AI Wingman for Winning Realtors
You don’t know which agents to target, and outreach reads like a template.
you’ll build
A target list of top producers in your area
Outreach built around each agent’s business
A Lunch & Learn deck on AI for their team
Referrals
Never Go Cold Again
Partners go quiet and past clients forget your name.
you’ll build
A Realtor newsletter in minutes
Weekly partner updates you review first
A past-client newsletter every two weeks
Timely notes when rates move
Time back
Win Back Your Morning
Email eats your first hour, and calls start cold.
you’ll build
AI that sorts overnight email by loan
A one-page briefing before every call
Files renamed and indexed
Twelve ready prompts for messages you repeat
Time back
Look Like a Pro
No designer, no editor, and video feels out of reach.
you’ll build
On-brand rate graphics and co-branded pieces
Market-update videos, no camera needed
Audio and video explainers from your guides
More workshops are added as AI evolves.
03How a workshop works
Two hours, live.
You build it as we build it.
Your coach builds the system step by step, and you build the same one in your own business. Not a demo. You leave with it running.
How you work now
A past-client spreadsheet nobody has time to check.
2 hours, live
What you walk away with
An AI dashboard that checks every client, flags the refis, and drafts the email.
Inside the two hoursExample: Find Hidden Loans
0:00Set up your list
0:20Build the rate check
0:50Draft the emails
1:30Test it on your pipeline
1:50Leave with it running
Your coach does each step on screen, then you do it in your own business before moving on. Afterward, the kit, prompts, and full replay are yours to keep.
Results
Loan officers who built it
and put it to work.
Layout preview. Sample quotes, not real members. Replace with founding-member results after Nov 19.
SAMPLE
27 refis flagged in 2 hours
“I had 400 past clients sitting in a spreadsheet. By the end of the workshop, 27 were flagged with emails ready. I sent them that afternoon.”
Member nameLoan officer · City, ST · Find Hidden Loans
SAMPLE
Shopped loan kept, same day
“A borrower sent me a competing Loan Estimate at 4 p.m. I had a line-by-line counter back before 5, and I kept the loan.”
Member nameLoan officer · City, ST · Win the Shopped Loan
04The team
Built by top producers.
Coached by people who’ve done it.
SAIL is led by loan officers who’ve closed the loans and coaches who’ve built the businesses. Every workshop comes from that experience, not from an AI course.
Shashank Shekhar
Founder & CEO
Top-producing loan officer, CEO of InstaMortgage, bestselling author, and 2025 Stevie Entrepreneur of the Year.
Zac Cusac
Member Success
Runs the SAIL platform and makes sure every member gets answers fast, between sessions and after.
Khai McBride
Workshop Design · Coach
Former top-producing loan officer. 16 years coaching business owners. Designs every workshop around a real loan officer problem.
Megan Anderson
Corporate Partnerships · Coach
Brings SAIL to mortgage teams and branches, and coaches members through every build.
05Reserve your seat
Start with one workshop.
Leave with a working system.
Reserve your seat for the next live workshop. Want every workshop after that? Upgrade to the All-Access Pass.
Built for loan officers.Every prompt, template, and step is provided.
Works with the AI you use.ChatGPT, Claude, Gemini, or Copilot.
Two hours, done.You leave with it running in your business.
Next live workshop
Find Hidden Loans
Find the refis hiding in your past-client list
Thu, Nov 19 · 11 AM CT · 2 hours live
$197
one seat
Founding price for the first 3 months · then $297
What you walk away with
A working AI system
Two hours live, built in your own business
The full workshop kit
Step-by-step guide, prompts, and templates
Compliance notes
What borrower data is safe to use with AI
Full session replay
Rebuild or revisit anytime
06Questions
Before you join.
What about borrower data?
Never put Social Security numbers, income, or account numbers into a public AI tool. Every workshop kit includes compliance notes on what’s safe to use.
What if I miss a live workshop?
Every workshop is recorded. The kit and full replay go into your library, and you can bring questions to any weekly live build.
How does the pass renew?
Annually. Founding members keep $797 every year for as long as their membership stays active.
Can I get a refund?
All sales are final. Not sure yet? Start with a single $197 workshop and see it work in your business.
Can I upgrade to the pass later?
Yes. Start with one workshop, then upgrade anytime at the current pass price.
Does a single seat include the replay?
Yes. Every seat includes the full replay and the workshop kit, so you can rebuild it anytime.
Buying for 10+ loan officers? Team seats come with volume pricing.
See team pricing →