AI Training · Stage 03, level up
Put the capability in your team's hands.
Training that connects to the way your firm actually runs AI: using Claude and ChatGPT well, running Brain-enabled workflows, supervising outputs, building Skills, and knowing what should stay human.
Two paths
Delivered inside your firm, or driven by your team.
The same capability either way. Choose the delivery that fits how your team learns and where your deployment stands.
PSV-led enterprise training
Live, inside your firm, on your deals.
PSV trains your team on the workflows we deploy: your templates, your systems, your deal files. It is part of most deployments, so the people who will run the system learn it while it is being built, not after.
The CRE AI Institute
Self-paced, individual seats, start any week.
For CRE professionals who want the capability now rather than waiting on a firm-wide rollout: the analyst, broker, or principal who is the entire AI effort at their shop. You work through it on your own schedule, against your own deals, and what you build comes back to your desk.
Looking for the full curriculum? See everything CRE AI training covers.
The capability
What your team learns to do.
Not tool tours. Working ability your firm keeps.
Effective Claude and ChatGPT use
Working the tools against real deal files, with outputs your firm can defend.
Supervising AI output
Checking every number against its source before it travels.
Building agents in Claude
Skills, projects, and scheduled tasks your team stands up and runs itself.
Spotting automation opportunities
Recognizing which workflows are worth systematizing next.
Building agents on the Company Brain
For Brain clients: agents that inherit your firm's context on day one, instead of starting from a blank slate.
Teaching and correcting the Brain
Turning corrections and decisions into knowledge future workflows reuse.
Approval and governance rules
Knowing what needs sign-off, and what should stay human.
by PSVLiveWant to see what AI can do, yourself? The CRE AI Institute.
CRE-specific AI training, Claude workflows and Skills, live sessions, and a community of CRE practitioners. Continuously updated as the tools change.
Our members come from teams at
Team notes · PSV newsletter
What CRE teams are learning first.
Which workflows are worth teaching before the rest, what trips teams up in the first week, and how firms hold on to the capability after the training ends. For whoever is accountable for the team getting good at this.
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Next step
Not sure which path fits your team?
Take the free AI assessment. Ten minutes, an honest read on where your firm stands, and whether training, a build, or both comes first.