The on-ramp. Agents set up an assistant that sounds like them, learn to delegate instead of search, build their first automation, and see one idea become a month of content.
Open Copilot. Run one play. Coach the draft.
Nobody gets good at this by watching. Do these four steps once, today, and you're ahead of most of the industry.
The four-part prompt
Microsoft's formula for Copilot. No magic words: just be a good delegator.
Plays for loan officers
Copy a play, paste it into Copilot, and replace the [highlighted blanks] with your details. Each play lists the Copilot app it works best in.
Build a prompt for the job in front of you
Pick your role and the task, add the real details, and the builder writes a complete Goal · Context · Source · Expectations prompt, with Movement-safe guardrails built in.
Two ready-to-teach sessions for real estate agents
Adapted from AI + Agents, the series David Colgan and Jake Fehling hosted for real estate agents. Every slide has speaker notes, so you can deliver it even if you've never taught AI before. Download the PowerPoint to present and add your name and NMLS #, or the PDF to share.
The next level. Buyers now ask AI who to hire, and most agents never show up. SEO got you on a list. AEO makes you the one AI recommends.
Host it the right way
- Keep it educational. Check your branch's compliance and marketing guidance before you schedule.
- No quid pro quo and no lavish giveaways. A session is education, not a thing of value for referrals (RESPA Section 8).
- No rate quotes. Co-branded invites or handouts need approval first.
- Run the live demo the morning of, and keep screenshots as a backup.
Teach yourself. Then teach your team.
Letter-size PDFs, ready to print or share. Hand out the quick start card, pin the challenge to your wall, and use the teach-a-teammate guide to run your own 30-minute lunch & learn.
Prompt packs by role
Every play for that role, plus the plays for everyone, formatted for print.
Use AI the Movement way
We're in a regulated business built on trust. These keep you fast and safe.
DO Every time
DON'T Ever
Twenty reps. Four weeks. A new habit.
Check items off as you go. Your progress is saved in this browser. Prefer paper? Print the tracker.