Today’s training is a little more intermediate, but this is exactly where I think loan officers should start heading with AI. Peter Yang sits down with Jason Liu from the Codex team and walks through how Jason actually uses ChatGPT Work and Codex throughout his workday. This is not just prompting. He shows how he keeps ongoing work inside persistent threads, builds a chief of staff system across his communication tools, teaches AI reusable Skills, and manages longer projects using a goal, plan, and work log. The biggest lesson is simple. Stop thinking about AI as something you open every time you have a question. Start thinking about it as a workspace that already understands the job you are trying to accomplish. Here are a few ways I would apply this to the mortgage business. 1. Build a Mortgage Chief of Staff Give ChatGPT Work access only to the approved information and tools you want it using. Have it review your calendar, email, tasks, and approved pipeline information and tell you what actually needs your attention. Closings coming up. Borrowers waiting on something. Realtors you need to call. Applications that have stalled. Important emails you have not answered. Then have it prepare the work for you without automatically sending anything. 2. Create a Referral Partner Assistant Have one workspace focused on your Realtor and referral partner relationships. Keep your strategy, examples, meeting notes, follow up rules, marketing ideas, and approved relationship information there. Then use it to prepare for meetings, identify people you have not followed up with, research opportunities, and draft personalized outreach. 3. Turn Your Best Processes Into Skills This is one of the most useful parts of the video. When you repeatedly teach AI how you want something done, stop teaching it from scratch. Turn that process into a reusable Skill. You could build Skills for Realtor emails, social content, newsletters, open house marketing, borrower education, weekly production reviews, or anything else you create repeatedly.