Smart AI for Leaders

AI workshops for loan officers

We don’t teach you AI.
We teach AI to win you loans.

It’s not about learning AI tech. It’s about learning how to find refis in your pipeline, win shopped loans, and land Realtor partners, with AI doing the work.

Reserve my seat · $197

Next live workshop Find Hidden Loans · Thu, Nov 19 · 11 AM CT

Founding price: $197 a seat for the first 3 months.

Built by top-producing loan officers and industry coaches

What you leave with

Every workshop ends
with a result, not a lesson.

Find Hidden LoansPast clients above market flagged, with a personal email drafted for each

Win the Shopped LoanA line-by-line counteroffer to the competing Loan Estimate, same day

Your AI Wingman for Winning RealtorsA target list of top local agents and a pitch built for each one

Win Back Your MorningOvernight email sorted by loan before your first call

You’ll build

Refis found✦Loan Estimates beaten✦Mornings back✦Realtors won✦Partners kept warm✦Borrowers answered at 10 p.m.✦30 days of content✦

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 next three 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 liveMore loans

Thu, Nov 19 · 11 AM CT

Find Hidden Loans

Refinance opportunities slip by while you’re busy.

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

Reserve my Nov 19 seat · $197

Close more

Thu, Dec 17 · 11 AM CT

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

Reserve my Dec 17 seat · $197

Time back

Thu, Jan 21 · 11 AM CT

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

Twelve ready prompts for messages you repeat

Reserve my Jan 21 seat · $197

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

X past_clients_FINAL_v3.xlsx

fx

Name

Closed

Rate

Loan amt

Notes

Maria Gonzalez

2023-08

7.25

412,000

call back?

James Carter

03/24

6.875%

305k

Priya Patel

7.5

520,000

Tom & Lisa Reed

10/23

7.1%

289000

moved?

Kevin Nguyen

2024

350,000

Sarah Whitfield

4/24

6.6

275k

A past-client spreadsheet nobody has time to check.

2 hours, live

What you walk away with

AI Refi Finder example data · today 6.50%

248clients checked

31above market

31emails drafted

Top refi opportunities

Priya Patel7.50%saves $349/moEmail ready

Maria Gonzalez7.25%saves $206/moEmail ready

Tom & Lisa Reed7.10%saves $115/moEmail ready

Draft for Maria: “Hi Maria, rates have dropped since you closed in 2023. I ran your numbers this morning and you could save about $206 a month…”

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

Thu, Nov 19 · 11 AM CT · 2 hours, live

Your past-client list is full of borrowers sitting above today’s rate. In two hours, you’ll find every one of them and have a personal email ready for each.

Live with your coachBuilt on your own listReplay included

$197

one seat

Founding price for the first 3 months · then $297

Reserve my Nov 19 seat · $197

One refi from this list pays for your seat many times over.

In two hours, you’ll build

A refi check on your past-client listEvery client compared to today’s rate, with the ones above market flagged.

A personal email for each flagged clientWritten in your voice and ready for you to review. Nothing sends on its own.

Building-specific pre-approval pagesReady to share with buyers and agents for the properties you’re working.

What you’ll have when the session endsexample data

Priya Patel7.50%saves $349/moFLAGGED

Maria Gonzalez7.25%saves $206/moFLAGGED

✓ Email drafted for each flagged client

Also included: the step-by-step kit, compliance notes on borrower data, and the full replay.

Or go all in · All-Access Pass Founding · first 100 members

Every workshop for a year.
For less than five seats.

Everything you get

A new workshop every month, all year12 live sessions, each ending with a system running in your business.

Live builds every weekBring what isn’t working and leave with it working. 60 minutes, every week.

Every kit and replayRebuild any system, anytime, for every workshop in your year.

The playbook libraryReady-to-use plays for follow-up, partners, and borrower questions.

A private member communityLoan officers testing the same tools on the same problems.

Your founding price, locked$797 every year you stay, while new members pay $997.

Save $1,567 on workshops alone

$797/year

One payment for the year. Cover it from one closing, and you’re set for twelve months.

12 single seats$2,364

Weekly live buildsincluded

Playbooks + communityincluded

You pay$797/year

Get the All-Access Pass

Founding price for the first 100 members, locked while you stay a member. Then $997/year.

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.

Why one annual payment?

Loan officers get paid by the closing, not by the month. One payment covers your full year, and founding members keep $797 every year they stay.

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 →