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AI agent for mortgage brokers

Loan Milestone Client Update Agent

Keep borrowers and agents informed at every milestone without manual calls

CommunicationSalesReal estate and constructionFinance
See how it worksGet access
Loan Milestone Client Update Agent: what goes in, what the agent does and what you get

What it does

Borrowers and their real estate agents want regular updates through the loan process, and silence creates anxious calls. This agent watches milestones such as appraisal ordered, appraisal received, conditional approval, clear to close and closing scheduled. When one changes, it reads the loan status and drafts a short, plain update with what happens next and what the borrower needs to do. It checks each update is routine and free of private details for agents, such as credit scores or income. Bad news, such as a low appraisal or denial, is routed to the broker for a personal call with talking points. The broker approves every update. It also checks every party has heard something in the last 4 days and drafts a short status note if not. Edge case: messages copied to agents never include credit or income details.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Milestone changes 2 USES A TOOL Read loan status and open items 3 DOES Draft an update with next steps 4 CHECKS THE RESULT Is the news routine and free of private details foragents? If not: route to the broker for a personal call andremove private details. Back to step 3. 5 YOU APPROVE Broker approves the update 6 USES A TOOL Send the approved update to borrower and agents 7 CHECKS THE RESULT Has every party had an update in the last 4 days? If not: draft a short status note. Back to step 3. 8 RESULT Loan closed and final update sent
Read the steps as a list
  1. Milestone changes
  2. Read loan status and open items
  3. Draft an update with next steps
  4. Is the news routine and free of private details for agents?If not: route to the broker for a personal call and remove private details. Back to step 3.
  5. Broker approves the updateThe agent waits here for your OK.
  6. Send the approved update to borrower and agents
  7. Has every party had an update in the last 4 days?If not: draft a short status note. Back to step 3.
  8. Loan closed and final update sent

How it decides

Each milestone change triggers an update. Bad news goes to the broker for a call.

  • Low appraisal or denial goes to a broker call
  • Agents never see credit or income details
  • Status note after 4 quiet days

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Quiet period before status notes (default 4 days)
  • Milestones that trigger updates
  • Who receives updates
  • Message tone

What keeps you in control

It always asks you first

  • Sending updates

Hard limits

  • Never shares private financial details with agents
  • Never delivers bad news by automated message

It stops when

  • Done: loan closed
  • Stop: borrower requests no agent updates

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAn appraisal came in $8,000 below the purchase price, so the routine-news check failed. Instead of an update, the agent prepared talking points for the broker's call with three options. After the call, it drafted a neutral note to both agents, which the broker approved. Four days later, with no new milestone, it drafted a short status note.

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