Project scope
Categories
Training & development Sales strategy Copy writing Marketing strategy EducationSkills
ethical standards and conductStudents will:
- Review a previous student group’s AI proposal and understand the strategic goals already in motion
- Define a clear learning path for mortgage brokers who are new to using AI in their business
- Build a course inside Go High Level (access provided) that teaches brokers:
- What AI tools are available to them (e.g., ChatGPT, automation, document-reading tools)
- How those tools work in a mortgage business context
- When and why to use them (lead gen, reminders, onboarding, follow-up)
- Write clear, conversational scripts for each course module that can be recorded or turned into an AI avatar instructor
- Work with our internal team to stitch together video tutorials, screen shares, and AI voiceovers
- Build the sales pipeline and automation flow that brings brokers into the course and follows up after they finish
- This is not a theory-based project—it’s about execution. You’ll walk away with experience building a real-world educational product that will be used by brokers in the industry.
By the end of the project, students should demonstrate:
- A strong understanding of how AI can be used practically by Canadian mortgage brokers
- The ability to create and structure a real course and automation funnel
- Experience working with CRM and funnel tools like Go High Level
- Collaborative skills through working with a real business owner and team
Bonus steps would include:
- Creating an intro video or sample AI avatar instructor demo
- Writing promotional email or ad content to drive brokers into the funnel
- Designing a downloadable AI cheat sheet or guide for brokers
- Suggesting a certification or quiz at the end of the course
Final deliverables should include:
- A live or test-mode course inside Go High Level with multiple structured modules
- Course scripts and lesson copy for each module
- An automation sequence (email/SMS/tags) that delivers the course and follows up
- A mapped sales pipeline inside the CRM
- A summary guide that explains how the funnel works and how it’s designed to convert
- A 10-minute presentation to walk through the funnel, course, and conversion path
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
My Broker Pro (MBP) is a Canadian company dedicated to empowering mortgage brokers with comprehensive marketing, business development, and technology solutions. Founded by a licensed broker who achieved $44 million in sales during her first year MBP offers an all-in-one platform designed to streamline and enhance brokerage operations.
Key Features:
Multi-Tool CRM: MBP's platform integrates essential tools such as a website builder, funnels, automated booking, CRM, pipeline management, and more, consolidating multiple functionalities into a single membership
Marketing Resources: The platform provides a variety of marketing materials, including social media templates, email campaigns, and promotional content, tailored specifically for Canadian mortgage brokers
Automation and Efficiency: By automating tasks and centralizing workflows, MBP enables brokers to save time, reduce the complexity of managing multiple platforms, and focus on client relationships
MBP's mission is to assist mortgage brokers across Canada in automating and accelerating their path to success, offering a unified platform that addresses the diverse needs of modern brokerage businesses.