The problem
In the LinkedIn post he writes that he sees “most loan officers scrolling Facebook groups aimlessly looking for people to help.” He adds: “That is not a strategy that improves your dollar per hour.” In the NMP article he puts it this way: “Most LOs do not have a content problem. They have a consistency and capacity problem.” Finding the right posts and knowing what to say on top of an active pipeline “means it never happens.”
The blueprint (as he describes it)
- Pick one group where the audience lives. He chose a Facebook group with “Real estate agents, investors, people asking mortgage questions.” He does not name the group.
- Schedule a nightly scan in Cowork. He created a scheduled task in Claude Cowork that runs “every night at midnight.” The LinkedIn post gives only that. The NMP article adds “Monday through Friday.” The task looks for questions about loan programs and conversations about market conditions. It also looks for posts where someone is clearly in the research or decision phase.
- Flag, draft and sort. For each match the task flags the post and drafts a comment in his voice. In the NMP article he says it also “identifies which posts might be worth a DM vs. a comment response.”
- Get a morning briefing. The task sends a briefing to his inbox each morning. Each item has the URL, the context and a drafted response.
- LinkedIn: “I have seven posts waiting.”
- NMP: “a proactive list of seven to 10 posts.”
- Review and post by hand. He clicks the link, which goes straight to the post, and engages. He says he spends “fifteen seconds reviewing it.” He writes: “I am not letting AI respond on my behalf without my review.” He also writes: “The engagement itself still comes from me.”
- Answer program questions with a Claude Project. He calls this the second layer and says it is separate from Cowork. The underwriting scenario desk is “a Claude Project configured with mortgage program knowledge and my communication style.” When a flagged post asks a program question, such as the minimum down payment in Washington state or gift funds on a conventional loan, he pastes the post into the scenario desk and asks it to answer. He says an assistant can do this step for him.
- Build it without code. He says he built it “in about twenty minutes using a prompt I had already architected inside a Claude Project.” He writes: “I did not need to know how to code.”
His getting-started advice from the NMP article: download the Claude desktop app, which he says is free and runs on PC and Mac. Spend 30 minutes with it, and ask it to help you build one scheduled task.
Stated results
None stated. He reports no leads, loans, clients or replies. The “15 seconds instead of 20 minutes” comparison is his own description of the effort per post, not a measured result.
Caveats
- In his own first comment on the LinkedIn post he promotes a bonus training on this strategy during “our Ai Summit (Claude Edition)” on April 1st with Kyle Draper. The signup page is on thecollectivecoaching.com. He teaches this workflow, so he has an interest in promoting it.
- The NMP article is written by him under his own byline. It is not independent reporting.
- The two sources differ:
- LinkedIn says the scan runs every night at midnight. NMP says every night at midnight, Monday through Friday.
- LinkedIn says seven posts each morning. NMP says seven to 10.
- The sources also differ on where his underwriting knowledge sits. In the LinkedIn post, Cowork drafts responses “using my own underwriting knowledge.” In NMP, the Claude Project is “separate from Cowork.”
- The Facebook group is not named. Neither source says how the Cowork task accesses Facebook.
- He says it is “not set-and-forget.” Every comment is reviewed and posted by him or, for scenario desk answers, possibly by an assistant.
- Handles: LinkedIn linkedin.com/in/shanerkidwell (verified 2026-10-19: author of the post). X, Threads, Bluesky, Instagram and Facebook: not checked.
Sources
- https://www.linkedin.com/posts/shanerkidwell_how-do-you-use-facebook-groups-for-your-mortgage-activity-7441939967754514432-dRt9 (primary: first-person LinkedIn post, 2026-03-23, plus his own first comment)
- https://nationalmortgageprofessional.com/news/hidden-lead-source-most-loan-officers-ignore-and-how-automate-it (primary: first-person article under his byline, National Mortgage Professional, 2026-04-06)
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