

Claude + Grok Bot: An AI Class for Jacksonville Agents
🧭 Itinerary update! Based on what we're seeing in the market right now, we're adding Grok Bot, an AI assistant that can help with real tasks, alongside Claude. Same time, same room, more to explore.
Most agents are using AI like a vending machine. Type a prompt, grab whatever falls out, edit it for ten minutes, start over tomorrow. It works, sort of. It just never gets better.
This session is about the other approach — setting your AI up once so it actually knows who you are, how you talk, and what your business needs, then letting that foundation carry every piece of work after it.
Jason Kindler of First Coast Mortgage Funding and Melvyn Bermudez of Milestone Title Services are splitting two hours between them.
Jason takes the build: getting your account set up right, creating a profile that kills generic output, and putting Claude to work on the documents nobody has time to read — HOA packets, inspection reports, seller's disclosures. Live, on real paperwork.
Melvyn walks you through Grok Bot, an assistant that can help with real tasks like research, follow-ups, and scheduling, so you're getting more than drafts. Plus an honest tour of the rest of the AI field, including ChatGPT, Gemini, and others, and which one is worth opening for which job.
Bring a laptop. Coffee provided.
Heads up: AI is moving fast, and this update proves it. What we teach in the room will be whatever's current that week.
📍 FCMF Training Room, 11363-200 San Jose Blvd, Jacksonville, FL 32223
🗓 Friday, November 13 · 10:00 AM – 12:00 PM
Hosted by First Coast Mortgage Funding & Milestone Title Services