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9 contributions to Clief Notes
Mortgage Broker Business: How Should I Structure Codex/Claude?
Hey everyone, I just found this community, and honestly, thank God. I’m a mortgage broker, and my goal is to automate as much of my computer/admin work as possible so I can spend more of my time on the phone selling and writing loans. I went through the Foundations courses, VIP content, and Drawing Room content, but I’m still a little stuck on where to actually start. There’s a lot of information, and I want to set this up the right way from the beginning instead of creating a messy system I have to redo later. I’m semi tech-savvy. I’ve integrated some of my tools through Make.com, and for more complex API work I usually hire a dev on Upwork. I’ve also been using Codex a bit already. I have it connected to my CRM, dialer, and an AI tool that transcribes my calls and creates notes for me. Where I’m confused is how to structure everything for my actual mortgage business. Right now, I have VS Code downloaded, I pay for Codex, and I created a folder called “Mortgage Business” with an agent.md, context.md, and references.md file. My initial thought was to create folders for each part of the business, like: Sales Marketing Ops Finance Then inside each folder, create subfolders for the different roles or workflows within that part of the business. But I’m not sure if that’s the right approach, or if there’s a better way to structure this so Codex/Claude can actually use it effectively. I’d really appreciate any guidance, examples, or recommended starting points from anyone who has already set this up for their business. Also, I’d prefer to continue using Codex since I already have it connected to some of my tools, but I’m open to hearing how others are structuring things with Claude as well.
Mortgage Broker Business: How Should I Structure Codex/Claude?
0 likes • 2h
@Alex Brown ok glad on I’m the right path. Yea I was thinking of sticking to ops folder since I want to automate the boring admin stuff that slows me down
1 like • 2h
@Etan Ayen I hope there is high tea this Saturday! This will be my first time showing up
🏁 Foundations 4.4 Check-In
You just wrote a CLAUDE.md for one of your projects. Vote below, then drop yours in the comments. Bonus points if you ran the same task with and without it and can tell us the difference.
Poll
259 members have voted
0 likes • 2d
What is the CLAUDE.md equivalent for Codex/ChatGPT? I'm using Codex rather than Claude. Thinking about switch just to follow along but Ive already got so much working on Codex..
🏁 Foundations 4.3 Check-In
You just used Claude Desktop as a thinking partner instead of a vending machine. Vote below, then tell us in the comments: what was the problem, and what was the insight you walked away with?
Poll
312 members have voted
0 likes • 2d
Key Take Aways - Thinking with Claude. Start with what you are trying to accomplish, not what you want Claude to produce. "I am trying to get 50 signups for a workshop in two weeks with no ad budget" Claude is a better thinking partner when it knows the problem. Push back on the first answer. "What would someone who disagrees with this say?" The first answer is often the obvious one. The second and third answers are where the value lives.
40,000 People....I have only this to say
We just broke 40k Members, in less then 4 months... To say I am honored and blown away is an understatement. I feel like yesterday @Matthew Creamer quit his job to sleep on my floor and bust out 15 hour days to build out content, structure and anything else I thought you all would need to make this community worth it. But at the end of the day there is only one thing for me to say. THANKYOU None of this, and I mean NONE of this would be remotely worth it if it wasn't for you all. To list and tag everyone that have contributed so much valuable not just to this community but to me would be nearly impossible. Thank you to every single one of you. Thank you for commenting and helping out on posts Thank you for sharing the wins you have gotten both at home and professionally. Thank you for believing in me and what I am building septically those of you who have been around since the beginning (you know who you are). I cannot tell you how happy my heart is to get in front of you all and teach, talk, ask questions and even learn a lot myself. It is a dream come true to become someone that people can learn from; to share my thoughts and have those very thoughts change the way people live their lives and do their work. It's only the beginning too, I can't wait to see what the rest of the year has in store, and I promise to keep building, working and recording for you all. From the very very very bottom of my heart.....Thankyou! Thankyou to every single one of you reading this and for being part of such an amazing community.
40,000 People....I have only this to say
0 likes • 3d
Happy I found your YT channel. I didnt realize there was a Skool until like 5 YT videos lol
🏁 Foundations 2.2 Check-In
You just saw what happens between one line of Python and the hardware. Vote below, then tell us in the comments: what is one thing you assumed about how code works that this video shifted?
Poll
859 members have voted
1 like • 5d
@Carla Bosteder it all sounds like black magic lol
1 like • 4d
@Carla Bosteder yea I usually put everything into ChatGPT until I understand everything. These videos about how all tech works are so much to ChatGPT lol
1-9 of 9
Erick Martinez
2
10points to level up
@erick-martinez-4342
I am a mortgage broker in Arizona. I'm working on building out AI to automate parts (if not all of my business) to free up my time for other tasks.

Active 2h ago
Joined Jun 20, 2026
Phoenix, AZ
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