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.

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Mortgage Broker Business: How Should I Structure Codex/Claude?