Live cohort · The 7 Stages of AI

Build the AI system that gets files decision-ready faster.

For loan officers, processors, underwriters, credit analysts and community-bank or credit-union teams. Six live sessions with six other people in your industry. You build a working AI system for your own business, stage by stage, then show it at a capstone.

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Investment$1,000 per participant

Cohort7 people in banking & underwriting

Format6 live sessions × 2 hrs

CapstoneIn person, or live online

Sound familiar?

Files sit waiting on one missing document.

Analysts retype numbers from statements and returns.

Borrowers ask 'where is my loan?' all day.

Six sessions, a build, a capstone

Stages 1–2 · Your first trained assistant

How the models really work, prompting that holds up, and an assistant trained on your own documents and voice.

Stage 3 · The business brain

Your knowledge base and SOPs in one place, then real assets made from it: content, images, a deck, a page.

Stage 4 · Automations

Trigger, process, action. One automation that runs on its own, with a person approving anything risky.

Stage 5 · Agents that act

From answering to doing: an agent with tools, scoped permissions and a log of everything it did.

Stage 6 · Assemble the machine

Knowledge, agents and automations wired together, with a test set, security basics and a spend cap.

Stage 7 · Founder AI

Package what you built into an offer, then write the brief for your capstone build.

Guided build time

Office hours while you build your system on your own business and test it on real cases.

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Show it, in person

Demo your system to the cohort and leave with a 90-day plan. Can't make it? Present live online.

How a cohort runs

7 people, one cityA cohort opens when seven people from the same city are on the list. You work together between sessions and meet face to face at the end.

Your paceStandard: One session a week. Capstone in week 8.Rapid: Two sessions a week. Capstone in about week 5.Session days and times are set with each cohort, not fixed in advance.

Hybrid capstoneIn person in your cohort's city. If you can't be there, you present live online on the same rubric.

What you build in the Banking & Underwriting track

Same six sessions and capstone as every cohort. Your examples, your data and the system you finish with are built for your industry, and the other six people in your cohort work in it too.

Build 1A document checklist assistant that tells each borrower exactly what's still missing

Build 2A statement and tax-return extractor that drafts a spreading sheet for an analyst to verify

Build 3A credit memo first draft written from the verified numbers and your memo template

Build 4A borrower status update flow that answers 'where is my loan?' from your pipeline

Bring to the build sessionThree closed, de-identified loan files and your current memo template.

Peer interviewInterview another lender: which step in the file adds the most days, and why?

Rules we build inside

AI drafts, a person decides: no automated credit decision.
Fair lending (ECOA/Reg B): no protected-class data in prompts or features; keep decisions explainable.
Borrower data stays in approved systems (GLBA); use de-identified files in class.

What the cohort covers

Foundations · Sessions 1–2How the models work, prompting that holds up, a trained assistant, your business brain and SOPs
You get: An assistant that knows your business and answers from your own documents

Automation · Session 3Triggers, webhooks, n8n / Make / Zapier, AI in the flow, approval gates
You get: One automation that runs on its own, with you approving anything risky

Agents & tool literacy · Session 4Agents vs. assistants, MCP, tools and permissions, voice agents, injection and agent safety, peer interviews
You get: An agent that acts inside a scope you set, and a view of how your industry is using AI

Assemble & secure · Session 5System map, GitHub, a database, going live, security basics, eval sets, spend caps
You get: Your own connected, saved, live, tested AI system

Founder AI · Session 6, plus the build periodFrom tool to offer, the 90-day plan, the build brief; bring your data and your problem and build
You get: An offer you could sell and a build brief to finish

Capstone · In personDemo your system live, report your numbers, present your 90-day plan
You get: A plan you start the next day and six people in your city to build with

Grounded in proven theory

Adult learningAdults learn by doing real work that matters to them. Every session builds on your own business, never a toy example, and ends with something you use the next day.

Your operating modelAI is layered onto what you already run (customers, finance, people and process) so you get better at what you already do, not start over.

Change managementStart with one task, prove it with a measured baseline, then expand. People keep judgment, relationships and approvals; AI takes the repeatable volume.

Build in public, in a cohortSeven people from one city check each other's work between sessions and at the capstone. Showing a working build is what makes the habit stick.

What you leave with

A working AI system: built on your own business, tested on real cases
Your business brain: knowledge base, SOPs and prompt library in one place
An offer you could sell: what you built, packaged the way The AI Offer teaches
Six people in your city: who built alongside you
The 7 Stages of AI book: the 482-page companion to the course

Small on purpose. Seven people per cohort, all from the same city, so you can work together between sessions and meet in person for the capstone. No coding background needed; you build with the tools you choose.

Questions people ask

When are the sessions?

Days and times are set with each cohort. The standard pace is one session a week, with the capstone in week 8. A rapid cohort meets twice a week and finishes in about five weeks.

Where is the capstone?

In person, in your cohort's city. If you can't be there, you present live online on the same rubric.

Do I need to code?

No. Some people build with no-code tools, some with code. You'll learn what's under the hood either way.

How is this different from the free course?

The free course shows you the tools. The cohort is where you build your own system with them, with live sessions and people checking your work.

What does it cost?

$1,000 per participant.

Who teaches it

Daniel Armstrong, founder of OpulentBots. Daniel builds and runs Zeus, the AI operating system his own businesses run on, and wrote the OpulentBots AI Foundations course.

Join the Banking & Underwriting cohort list

$1,000 per participant · 7 people per cohort · Session days and times are set with each cohort, not fixed in advance.

Not ready for a cohort? Start with the free course →