Outcome
Deployable assets
Prompts, scripts, templates, and workflows teams can use immediately.
Half-day curriculum
Half-day. Real workflows. Immediate lift.
The Imagine AI Accelerator half-day workshop is built for mortgage and real estate teams that need practical systems, cleaner workflows, and faster execution without spending a full day out of production.
4.5 hoursHands-on exercisesTangible takeaways
Business value
Visible team improvement
Give your team practical systems that improve speed, consistency, follow-up, and day-to-day execution.
Format
Built for real teams
A focused half-day workshop built around real workflows, hands-on exercises, and takeaways people can apply right away.
Core focus
Three levers. One room. Real progress.
Pipeline recovery
Recover stalled leads, improve speed-to-follow-up, and standardize objection handling.
Content engine
Turn one listing or market topic into a week of usable marketing output.
Weekly operating rhythm
Save time with recap automation, task extraction, and a weekly execution cadence.
Recommended takeaways
Your team leaves with practical tools they can use right away.
Prompt framework cheat sheet
Lead reactivation sequence
Objection handling scripts
Weekly content batching template
CRM task extraction prompt
30-day adoption checklist
Status update messaging templates
Condition explanation prompts
Referral partner outreach scripts
Meeting recap template
Pipeline summary prompt
Role-based workflow examples
Role-based curriculum
Show each team what the workshop means for their role.
Origination and Sales
- Lead reactivation and nurture sequences
- Referral partner follow-up messaging
- Borrower or buyer objection handling
- Consultation recap and next-step prompts
Processing and Underwriting
- Borrower document reminder messaging
- Condition explanation templates
- Status update and milestone communication
- File summary and handoff prompts
Marketing and Lead Generation
- Listing-to-content repurposing
- Short-form video and social caption generation
- Lead magnet and ad angle ideation
- Weekly content batching workflows
Leadership and Operations
- Pipeline and team summary prompts
- Meeting recap and action item extraction
- Weekly planning and accountability cadence
- Internal adoption and rollout checkpoints
Module
01
Executive Briefing and Opportunity Gap
Align the room around why producers lose money to inconsistent follow-up, slow content cycles, and manual admin work.
Outcome
The workshop is framed as a revenue acceleration decision, not an AI demo.
30 min
Module
02
Prompting for Producers
Teach a practical prompt structure, review guardrails, and show how to refine outputs instead of restarting from scratch.
Outcome
Participants can get usable outputs quickly and review them with confidence.
60 min
Module
03
Pipeline Recovery and Reactivation
Build reactivation sequences, objection handling, and referral partner messaging for leads that have gone quiet or stalled.
Outcome
Teams leave with ready-to-use follow-up assets for real pipeline opportunities.
75 min
Module
04
Listing and Content Engine
Turn one listing, update, or borrower topic into social posts, video scripts, and a repeatable weekly content batch.
Outcome
Content production becomes faster, more consistent, and easier to delegate.
75 min
Module
05
Weekly Operating System
Build the weekly rhythm: pipeline summary, CRM task extraction, planning prompts, recap templates, and a batching block.
Outcome
AI is embedded into the team workflow instead of remaining a one-off experiment.
60 min
Module
06
Adoption Plan and Next-Step Offer
Show what breaks after day one, define the first 30 days of execution, and introduce the implementation support offer.
Outcome
Momentum is converted into a clear adoption plan and a logical next engagement.
30 min