Sales-focusedCheck language
The Defining Difference / Cindy Ertman and Brad Costanzo
The Mortgage AI Playbook
Claude/ChatGPT client email/content. custom objection/referral-partner follow-up prompts. HeyGen avatar videos. presentation assets. story-selling messaging. Captions editing. automate content calendar. match tools to actual loan-originator tasks.
Check enrollment with provider · Confirm instruction language
- Delivery
- 8-week live programme starting May 5, 2026. biweekly 60 minute Zoom calls with Cindy/Brad at 9 am PST as written.
- Cost
- Ask provider for price
- Time commitment
- 8 weeks. biweekly 60 minute calls. Biweekly meaning/session total unresolved. do not infer 4 or 16 calls.
- Scope
- Sales-focused
What the curriculum covers
- Claude/ChatGPT client email/content. custom objection/referral-partner follow-up prompts. HeyGen avatar videos. presentation assets. story-selling messaging. Captions editing. automate content calendar. match tools to actual loan-originator tasks.
Illustrative workflow for evaluating learning. Ask which steps the course actually includes.Practice & support
- Practice
- Step-by-step implementation in own business on live calls, Q&A, playbooks/scripts/templates and recordings. no graded learner artifact stated.
- Feedback
- Ask whether individual feedback is included.
- Certificate
- Ask about assessment and certificate terms.
Before you enroll
- Price basis
- wholeprogramme dollar cash price. Confirm whether the fee is per person, per group or a subscription.
- Required software
- Check which accounts and paid plans you need.
- Prerequisites
- Ask about prior knowledge and required setup.
- Access terms
- Confirm access length, cancellation and retake terms.
- Language
- Confirm instruction language
- Enrollment
- Check enrollment with provider
Compare the fit
Related learning options
Sales-focusedEnglish confirmed
Wendi Stough
Territory coverage plan, prospect list/outreach sequence, sales playbook and leave-behind, account-health/lost-deal analysis, client materials and 30-day launch plan.
- Delivery
- On-demand Udemy course.
- Cost
- Ask provider for price
View curriculum ↗Sales-focusedCheck language
Complete AI Training
Market briefs
- Delivery
- Ask about delivery
- Cost
- Ask provider for price
View curriculum ↗Sales-focusedCheck language
Point Academy
Personal prompt playbook
- Delivery
- London in-person. page lists 09:00–17:00 full day but elsewhere says three and a half hours.
- Cost
- GBP 595 · per participant plus VAT
View curriculum ↗Curriculum details from published provider information · reviewed 2026-10-08. Confirm current terms directly with the provider.
