Two products in one bundle: the AI Playbook for Mortgage Brokers and the AI agent blueprint. Client intake, renewal campaigns, and follow-up systems, no coding required.
The Mortgage Broker AI Playbook + Blueprint Bundle combines the AI Playbook for Mortgage Brokers with a step-by-step AI agent blueprint. You get practical AI workflows for client intake, renewals, and follow-up, plus instructions to build your own client follow-up agent with no coding. It is made for mortgage brokers who want every file moving without the admin pileup.
Every chapter and system, in order.
One-time purchase of CA$39.99 for both products. There is no monthly fee to WorkSmartHQ, and everything runs on AI subscriptions you already have. For reference, our standalone playbooks start at CA$14.99 and blueprints at CA$34.99, so buying the two separately would cost more than this bundle.
| Option | Cost | Key benefit | Ownership |
|---|---|---|---|
| This bundle | CA$39.99 one-time | Playbook workflows plus your own follow-up agent | Yours forever, instant download |
| Playbook alone | From CA$14.99 | AI workflows for daily broker tasks | No agent-building guide included |
| Hiring an assistant | CA$500+/month | A human chasing files and paperwork | Ongoing payroll cost, needs training |
You get two complete products: the AI Playbook for Mortgage Brokers, with practical workflows for client intake, renewals, rate updates, and follow-up, and the AI agent blueprint, a step-by-step guide to building your own client follow-up agent with no coding. Both arrive as instant digital downloads, yours to keep.
No. Both products are written for mortgage professionals, not developers. The playbook gives you copy-paste prompts and workflows you can use the same day, and the blueprint walks you through building your agent click by click over a weekend. No coding appears anywhere in either product.
The playbook includes maturity-date tracking workflows and AI-drafted renewal outreach you can personalize in minutes. Instead of discovering renewals at the last minute, you work from a system that surfaces them early, and the agent blueprint shows you how to automate the first touch.
Yes. The workflows are written with professional, compliant client communication in mind, and every message is yours to review before it goes out. As with any client communication, check your brokerage's own rules and have your compliance process give new templates a once-over.
One saved renewal or a few recovered hours a month covers the CA$39.99 many times over. Most brokers apply the intake and follow-up workflows in week one, and the 90-day rollout plan puts the highest-value systems first so the return shows up fast.
Last updated: October 11, 2026
Instant download. No subscription, no monthly fee to WorkSmartHQ.