Back to B.A.S.I.C.S.
Six simple rules for using artificial intelligence well. Give AI a real task, inspect what it produces and measure whether the work became more useful or faster.
AI is the analyst. I’m still the advisor.
Presented by Abdel Khawatmi · Got Mortgages, Powered by PRMG
The goal is not more output. It is useful work that a person has reviewed and can stand behind.
Give AI a task it can help you complete.
Review and improve the answer AI produces.
Measure whether AI made that task more useful or faster.
“AI is the analyst. I’m still the advisor.”
AI can prepare the work. The judgment, recommendation and relationship stay with the person responsible for them.
Six connected rules for clearer prompts, stronger evidence, human review and practical execution.
What should AI help me do?
The myth
AI will figure out what I need.
Give AI a specific job, an audience and a useful output. Keep the recommendation with the advisor. A defined task makes the answer easier to judge.
Try this AI prompt
Using Abdel's notes, identify the unanswered question and draft three questions for my next call. Do not infer why Abdel went quiet.
What context does AI need?
The myth
One perfect prompt is all I need.
Treat prompting as a conversation. Let AI ask about missing context, then refine the answer. Add facts you know and label what you still need to confirm.
Try this AI prompt
Before drafting Abdel's follow-up, ask me up to three questions. Focus on the stated goal, the information already provided and the next step we actually agreed.
What evidence can AI use?
The myth
A confident AI answer must be accurate.
Provide relevant sources and dates. Ask AI to separate evidence from assumptions. Check important claims against the source and use only authorized information.
Try this AI prompt
Use only Abdel's supplied notes. Return two lists: facts supported by the notes, and unknowns. Do not invent rates, approvals, savings or intent.
Where might AI be wrong?
The myth
If AI agrees with me, my plan is sound.
Ask AI to challenge its answer and your assumptions. Read the result yourself. A second AI answer can expose a weakness, but it does not independently verify a claim.
Try this AI prompt
Challenge my assumption that Abdel is not interested. Give two possible alternative explanations, label them as possibilities and suggest one question that would help us learn more.
Does this AI draft sound like me?
The myth
More AI content automatically means more business.
Use AI to make a real answer clearer. Give it a sample of your voice and a length limit. Preserve the facts, explain why they matter and choose one next step.
Try this AI prompt
Draft Abdel's follow-up in under 60 words. Use a warm, direct tone. Mention the payment question and offer a short call. Do not invent urgency or make promises.
Did AI improve the work?
The myth
Full automation is the goal.
Choose one repeatable task and compare the time before and after AI, including review and correction. Keep the human decision and follow-through in the process.
Try this AI prompt
From these meeting notes, draft a short recap and list agreed actions, owners and dates. Mark missing details as unconfirmed. Keep proposed actions separate from commitments.
Abdel asked about the monthly payment. The notes contain no agreed follow-up date. Abdel has not replied to the last message.
The payment question, no agreed follow-up date and no reply to the last message.
Why Abdel went quiet, what changed and which next step Abdel prefers.
Review the draft, correct unsupported statements and offer a respectful conversation.
Fictional example only. Do not invent rates, approvals, savings, intent, urgency or promises.
Each output still needs a human decision before it is used.
Find unanswered questions in your notes.
Explain an approved answer simply.
Organize agreed actions for review.
Reusable AI prompt
Help me with [specific task]. My audience is [audience] and the outcome I need is [outcome]. Use this approved context: [facts, sources and dates]. Ask me up to three questions if key information is missing. Separate facts from assumptions. Draft [format and length] in my voice. Identify unsupported claims and give one reason your approach might fail. I will review the answer before using it.
01Does each important claim match the source?
02Did AI add an assumption, promise or commitment?
03Would I stand behind this answer in a client conversation?
Give AI a task and verified context.
Generate, challenge and revise the AI answer.
Review with a partner and log the result.
Use measured work, not assumptions, to decide whether the task improved.
Completed work with a review date, named human reviewer and Reviewed or Used status.
Reviewed output that was actually put to use.
The share of assessed outputs that needed a fix. Missing assessments remain visible.
Time before less total time with AI, including prompting, review and correction.
Example only: 30 minutes before minus 18 minutes after, including review, equals 12 net minutes saved.
Week 1
Test one AI task and record the quality and time before and after.
Weeks 2–3
Improve the prompt, repeat the task and keep the human review.
Week 4
Compare quality and time, then choose what to keep, fix or stop.
One action. A named owner. A date. A way to know it is done.
Use the presentation, workbook, scorecard and field guide to practice one task at a time.
The complete 24-page AI Myths vs. Execution: Back to B.A.S.I.C.S. presentation.
View PresentationA 12-page printable practice workbook for applying each B.A.S.I.C.S. rule.
Download WorkbookAn Excel scorecard and task log for reviewed work, corrections and measured time.
Download KPI TrackerA one-page field guide to the six rules for using artificial intelligence well.
Download InfographicA practical HousingWire session from Abdel Khawatmi of Got Mortgages built around six simple rules for using artificial intelligence well: define the task, improve the questions, supply reliable facts, inspect the answer, preserve your voice and measure one repeatable task.
Mortgage Loan Officers and mortgage industry professionals who want a practical, human-reviewed way to use approved AI tools in everyday work.
No. AI can analyze and prepare. The advisor verifies the facts, exercises judgment, owns the recommendation and decides the next step.
It shows how to prepare a borrower follow-up from limited notes without inventing why someone stopped responding or creating unsupported rates, approvals, savings, intent, urgency or promises.
Track AI tasks reviewed, reviewed outputs actually used, correction rate and net minutes saved. Include all prompting, review and correction time in the comparison.
Yes. The presentation, participant workbook, KPI tracker and one-page infographic are available here in their original formats.
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