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.

I was messaging with @Bas Rosario and he shared a method he uses to share about himself and for others to learn about him. I thought it was really cool until I ran it on myself... Short version, give AI accurate and realistic context, then ask it to tell you what it thinks of you. So think of this an in-depth version of Jake's post on "Introduce yourself". Before I copy/paste the AI's output (again... I can't believe I keep doing this as a shortcut for not having time to think and write), I want to make two things very clear, and a bonus #3. #1 I did not realize how uncomfortable and vulnerable this was gonna make me feel. It's like I'm giving you a window into my soul. My real soul @Curtis Hays , not a soulless soul.md file... :D #2 I am VERY private about my faith, especially in public forums, even though I am absolutely drenched in it. Every decision is deeply rooted in my faith. My identity "file" is heavily shaped by it. My love for people, the lines I draw, the decisions I make, consciously and subconsciously are driven by my faith. I hint at it, but I NEVER talk about it, and it's not because I'm fearful of confrontation, disagreement, what others might think, or because I don't want people butting into my business. It's because I also believe that our faith, whatever that might be, should speak for itself with our actions before we EVER open our mouths about it. #3 In business, I'm more likely to get stabbed in the back by "people of faith" more than any atheist, agnostic, spiritualist, etc. In fact, the louder they are in a business setting, the more careful I am around them. And so I don't want to be thrown in the same dungpile as people like that, I keep my faith quiet. If I ever screw you over in business, it's because you really pissed me off and you deserved worse than what I did to you. But I've never done that to anyone, at least not intentionally and when I've made stupid mistake I work hard to make reparation.