What David helps with
AI adoption strategy
Where AI saves your team real hours, where it backfires, and the rollout sequence that gets producers actually using it. Built from 100+ workshops with mortgage and real estate professionals — not theory.
Production AI agents
David builds working agents in Microsoft Copilot Studio and has shipped them inside a real mortgage operation: loan-product recommendation agents, LO recruiting agents, and mortgage guideline assistants. If your organization wants an agent that answers guideline questions or triages leads, he's built the pattern before.
Answer Engine Optimization (AEO)
When someone asks ChatGPT or Perplexity "who's the best lender in {{your market}}," AEO decides whether you're the answer. David audits your presence, fixes your entity signals, and builds the content plan. Start with the free AEO grader.
Sales leadership & team advisory
Producer-leader development, pipeline discipline, and culture during market compression — the operating side of running a lending team, from someone who runs one.
Who this is for
- Mortgage company executives who want an AI roadmap that survives contact with producers.
- Real estate brokerages rolling out AI tools to agent teams.
- Lending leaders who want a working agent, not a slide deck about agents.
- Marketing leaders who need their brand to surface in AI answers.
How it starts
- Reach out. Email booking@davidcolgan.com with a couple of sentences about your organization and what you're trying to move.
- Discovery call. 30 minutes to see if there's a fit — no charge, no deck.
- Proposal. Scope, deliverables, and pricing matched to the engagement — one-day intensive, project, or ongoing advisory.
Prefer a keynote or workshop instead?
If you're programming an event, see speaking topics or go straight to the booking page.