of 6— Choose Your Platform

What you'll accomplish

By the end of this guide, you'll have a personalized AI assistant that already knows who you are, how you communicate, what loan products you offer, and what you want every output to sound like. Instead of re-explaining yourself every time you open ChatGPT, your assistant starts every conversation with full context — and everything it writes sounds like you.

What you'll need

ChatGPT Plus ($20/month) for Custom GPTs, OR Claude Pro ($20/month) for Projects
30–45 minutes to set up once (pays off with every use after)
Your professional bio, NMLS number, lender name, and key loan products you specialize in
Cost: $20/month (either platform)

How-To Guide: Set Up Your Personal Loan Officer AI Assistant

Step 1: Choose Your Platform

Option A — ChatGPT Custom GPT (recommended for most LOs)

Goes to: chatgpt.com → Plus subscription required
What you get: A custom AI "bot" with a name, instructions, and a knowledge base

Option B — Claude Projects

Goes to: claude.ai → Pro subscription required
What you get: A Project folder where Claude remembers your context across all conversations

Both work — choose whichever platform you prefer for daily use.