Level Up LiveMicrosoft 365 CopilotSeptember 24, 2026

The AI playbook for [loan officers]

Ready-to-run Copilot prompts for your exact job, a prompt builder that writes them with you, realtor presentations you can deliver, and printable guides for teaching your team. Built for Movement Mortgage, Movement Insurance, and Movement Foundation.

Choose your position

Your first five minutes

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.

Play library

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.

Your prompt engineer

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.

Tone (pick up to 3)
Length

Your prompt

Open Copilot ↗

Then coach the draft. Tap to copy a follow-up:

Present to your realtor partners

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.

Season 1 · Four parts · 45 min
AI for Realtors
Personalize, prompt, automate, and create

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.

    Watch the original episodes
      Season 2 · AEO · 45 min
      AEO for Realtors
      Answer Engine Optimization: trust, proof, and content AI can cite

      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.

        Watch the original episodes

          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.
          Printables

          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.

          Guardrails

          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

              30-day challenge

              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.

              0 of 20 done
              Printable tracker (PDF)