LIVE IMPLEMENTATION WORKSHOP

The AI Advantage

for Mortgage Brokers

How you can use AI to save time, improve client experience and close more deals

Wednesday, July 16, 2025 | 11:30 AM - 2:30 PM Mountain Time

Can’t make it live? A replay will be sent to all registered attendees.

$299.00 CAD + GST

Live Demos, Hands On Implementation &

Real World Examples!

In This Interactive Workshop We'll Cover:

AI Fundamentals & how to actually use it

Learn the essentials of AI - what it is, how it works and how to use it. From writing effective prompts, to properly using tools like ChatGPT and Claude, you'll learn skills to start applying AI to your business now - and grow with it as it evolves.

Solving your inbox, calendar & lead follow up

All the things that take your precious time will be set up and ready to use after this workshop. You'll know how to use AI to simplify your inbox, calendar bookings and streamline your client follow up.

A social media strategy that works

Ready to show up regularly online without burning out? You'll learn how to use AI for your content, be able to build community from your efforts and repurpose across platforms to help you grow.

ABOUT YOUR FACILITATOR

Hi, I'm Cheryl!

I am an award-winning Mortgage Broker with Cheryl Sanguinetti Mortgages™ - BRX, and the Founder of Critical Function, a training company created to help brokers like you scale with less stress and more clarity.


Throughout my career, I’ve built a high-performing mortgage business not by working harder, but by building smarter systems — the kind that protect my time, elevate the client experience, and keep my focus where it matters most: on strategy, relationships, and results.

Critical Function was born out of necessity. I needed streamlined operations, support I could trust, and tools that could adapt as fast as the market moves. Through this work, I’ve trained many assistants, implemented AI-powered systems, and created workflows that eliminate chaos and create space for growth.

Now, I’m here to help you do the same.

In this course, I’ll walk you through the exact tools, mindset shifts, and AI workflows I use in my own mortgage business, so you can cut down your admin, reclaim your time, and focus on what you do best.

Work Smarter, Not Harder

Is it time to stop spinning your wheels and start working smarter?

This 3-hour course is designed specifically for mortgage brokers who want real solutions, not just more busywork. In just a few focused hours working together, you'll implement ways to cut down on admin, take control of your inbox and calendar, create content that connects, and set up simple systems that actually help you grow and get out of the weeds.

Whether you join us live or catch the replay, you’ll walk away with tools, strategies, and an easy-to-follow implementation guide to put it all into action. No fluff. Just clear steps that help you serve more clients and build a stronger business in 2025.