How do I automate my mortgage business workflows?

I set up the ICM folder system, and I think I did it correctly.

My main goal is to automate the admin work I hate doing. Some of the tools I use require brokerage compliance approval before I can get API access, so I’m working through that part now.

That said, I’ve seen Codex/Claude open browsers, use apps, and complete real tasks without direct API access. I’m not sure if that is the right approach for my setup, because it seems like it burns through a lot of tokens. I also don’t know if that’s because of how I set up my ICM folder system or if that’s just expected.

I’m trying to get clarity on how to actually start automating my admin work.

Should I be creating skills, workflows, tasks, or something else? I don’t really understand the difference between them yet, and I want to make sure I’m building this the right way instead of wasting time in the wrong direction.

5 comments

How do I automate my mortgage business workflows?