Live Training + Replay
The LOA Cheat Code

Before you hire an LOA,
watch this first.

I automated 90% of what a loan officer assistant does. Underwriting support, 1003s, inbox, phone, intake notes. Four AI tools wired into one workflow. In this two-hour live training I build the whole stack in front of you, then hand you the templates and prompts to do it yourself.

2 hours, live
Recording included
Templates + prompts

An LOA in a disorganized business doesn't buy you time.

It buys you a front row seat to watch your chaos scale.

Here's what nobody tells you about hiring your first assistant. If your process isn't built, you're not handing off a system. You're handing off a mess, and now you're paying someone $40,000 to $60,000 a year to be confused alongside you.

Most loan officers hit a wall, decide they need help, and immediately start interviewing. That's backwards. The move is to build the system first, automate everything that can be automated, and then decide if you even need the hire.

For most of you, the answer is going to surprise you. Between Claude, Addy AI, and Viktor AI, I've automated about 90% of what a loan officer assistant used to do in my business. Not in theory. Running right now, today, on live files.

The other 10% is the part that should stay human anyway. The calls that need judgment, the relationships, the conversations that close deals. That doesn't get automated. Everything around it does.

In this training, I'm going to show you the entire stack. Then I'm going to give you the templates and prompts so you can build it yourself.

The Math
$40-60k
LOA salary, per year
vs
$197
this training, one time

Yes, the tools are separate subscriptions. Even with all of them running, you're at a fraction of one assistant's monthly cost, with no payroll, no management, no turnover.

The four-tool stack I'll build live.

Each one handles a piece of what an LOA does. Wired together, they cover almost all of it. I'll show you exactly how they connect.

1
Underwriting Support
The Claude UW Help Desk
A trained Claude assistant that answers guideline questions, reads conditions, and helps you think through scenarios before they go to underwriting. The thing you used to interrupt a senior processor to ask. Now it answers in seconds.
2
1003 Automation
Addy AI
Automated 1003 intake and data entry. The application work that eats hours of an assistant's week gets handled automatically. I'll show you how I set it up and where it hands off to the rest of the stack.
3
Assistant-Level Tasks
Viktor AI
The closest thing to an actual assistant. Inbox monitoring, VoIP phone handling, follow-up automations, the constant low-grade tasks that pull you out of revenue work all day. Viktor runs them in the background.
4
Intake & Notes
Fathom + the workflow glue
Intake call notes captured and structured automatically, then fed into the rest of the system. I'll show you how every piece talks to the next one so you're not copying and pasting between five tabs.

What you'll walk away knowing how to do.

This is a build-along, not a slideshow. By the end you'll have seen every piece set up start to finish.

Build a Claude underwriting help desk trained on your guidelines
Automate 1003 intake and data entry with Addy AI
Set up Viktor AI to monitor your inbox and phone
Capture and structure intake call notes automatically with Fathom
Wire all four tools into one workflow that hands off cleanly
Know exactly what's left for a human, and whether you need one

What's included.

Show up live, or watch the replay. Either way, you walk away with everything you need to build it.

2-Hour Live Training
The full build, live, with time for questions as we go.
Full Recording
Rewatch the whole session anytime. Yours for life.
Templates + Prompts
The actual prompts and workflow templates I use. Copy and build.

Who this is for.

If you're drowning in operations, this is the training. Doesn't matter if you have an assistant or not.

This is for you if
  • You're a solo LO thinking about your first hire
  • You have an LOA and your margins can't carry the cost anymore
  • You're spending more time on ops than on revenue
  • You want to build the system before you add a person
  • You're comfortable learning a few tools to save dozens of hours
This is not for you if
  • You want a done-for-you setup with zero effort
  • You're not willing to touch the tools yourself
  • You think your process is already perfect
  • You'd rather hire first and figure it out later
  • You're looking for a magic button, not a system
Shane Kidwell
Shane Kidwell
AI Coach & Systems Builder
Shane built this stack inside Dwell Mortgage, his own brokerage, on live files. Former firefighter, Top 1% originator six times over, and the founder of three businesses he now runs largely on AI systems. He delivers enterprise AI training for two of the country's largest retail lenders. When he teaches a workflow, it's one he used to close business that week.
This Isn't Theory

I run this exact stack inside Dwell Mortgage right now. My UW help desk answers guideline questions before I'd ever interrupt a processor. Addy handles the 1003. Viktor watches my inbox and phone. Fathom structures every intake call. The work that used to require a full-time assistant runs in the background while my team is closing loans. I'm not teaching you something I read about. I'm showing you what's running in our business today.

My promise to you.

Show up to the training, or watch the replay. Build the first piece of the stack, the Claude UW Help Desk. If you do that and don't think this will save you more time than it cost you, email me and I'll refund you. I'm not interested in your $197 if the system doesn't work for you.

One training. The cost of a rounding error on an LOA salary.

Build the system first. Then decide if you still need the hire. Most people find out they don't, at least not yet.

Live + Replay + Templates
The LOA Cheat Code
Build the AI workflow that runs 90% of your mortgage operations before you spend a dollar on a hire.
  • 2-hour live build-along training
  • Full recording, yours for life
  • The Claude UW Help Desk walkthrough
  • Addy AI 1003 automation setup
  • Viktor AI inbox, phone, and task automation
  • Fathom intake notes workflow
  • Copy-and-build templates and prompts
$197
One-time. Live seat plus lifetime recording access.
Get Access — $197
100% Secure Payment

Questions

What if I can't make the live training?
No problem. Everyone who registers gets the full recording, yours to keep for life. You also get the templates and prompts regardless of whether you attend live. A lot of people buy purely for the recording and the templates.
Do I need all four tools before I start?
No. I'll show you the full stack so you understand how it fits together, but you can build it piece by piece. Start with the Claude UW Help Desk, add the others as you go. Some pieces will matter more for your specific business than others.
Are the tool subscriptions included?
No. Addy AI, Viktor AI, and the others are separate subscriptions you'd hold directly. The training shows you how to set each one up and connect them. Even with the tool costs, you're looking at a fraction of an assistant's salary.
Is this only for solo loan officers?
No. It's for anyone drowning in mortgage operations. Solo LOs use it to delay or avoid a first hire. LOs who already have an assistant use it to cut cost or free that person up for higher-value work. Team leaders use it to standardize ops across producers.
Does this replace my assistant entirely?
For some people, yes. For others, it means the assistant you have stops doing data entry and starts doing work that actually grows the business. The point isn't to fire people. It's to stop paying a salary for tasks software handles better, and to build the system before you add a person.
Wait — One-Time Offer

Add the Claude Prompt Bank
for $30 off.

The training builds your Claude UW Help Desk. The Prompt Bank gives you 21 more pre-built Claude assistants for content, voice, recruiting, and the rest of your business. Same engineering, ready to paste.

The Claude Prompt Bank
22 token-optimized Claude assistants. Copy, paste, and each one takes on the persona it was built for.
  • 22 pre-built assistants across 6 categories
  • Framework locks and quality gates built in
  • Free setup playbook included
  • Lifetime access and updates
$97 Add it now for just $67
Yes — Add the Prompt Bank for $67 No thanks, just the training

Individual memberships and purchases are subject to product terms and services. Enterprise partners, please refer to your executed Master Services Agreement (MSA) for specific terms, which supersede standard website policies.

© Copyright 2026. All rights reserved — The Collective Coaching LLC · Terms of Service · Privacy Policy · Legal