Your kit
Everything in your Mortgage Broker AI kit
7SkillsAgency loan officer assistant, Email composer, Office email drafter, Real estate time efficiency planner, Client communication assistant and more
Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.24PromptsClient Intake And Financials, Explaining Loan Terms Simply, Comparing Loan Products And Scenarios, Application And Document Gathering, Lender Negotiation And Exceptions and more
Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.12AI agentsQuote Follow-up and Comparison Agent, Client Fact-Finding Update Agent, Mortgage Pipeline Stall Detector Agent, Self-Employed Income Analysis Agent, Appraisal Gap Response Agent and more
An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.12Connections (MCP servers)SignWell MCP server, Box MCP server, OfficeAgent MCP server, Calculator MCP server, macalc Calculator MCP server and more
A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.16AI appsData Extraction, Docsumo, Copperlane, LyRuno, Kudra and more
The AI apps worth your time in this job, so you don't have to test dozens yourself.3Apps to buildConversation evidence and follow-up workspace, Property document organizer, Meeting capture to follow-up action workspace
Small tools for your job that your AI builds for you with our step-by-step instructions. No code.8Grok BotsHarvey Specter, Deal Room Risk Analyst, Client Health Dashboard, Us Property Data, Auction Market Analyst and more
Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.10Tailored learning pathAI for Mortgage Brokers (Prompt Course), CO-STAR Prompt Framework: Write for Any Audience, ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast, Microsoft Copilot AI, Full Course For Beginners, AI Inbox Agent: No-Code Email Automation for Beginners and more
Video courses in the right order for your job. Each ends with a short check and a certificate you can add to LinkedIn.✓AI Coach and updates IncludedYour daily brief for mortgage brokers, new ideas, and everything in your kit kept up to date
A live link between your AI and Complete AI Training: your daily brief, new ideas and lessons in the chat. And every skill, agent, app, prompt and MCP server in your kit kept up to date for you.And everything else
Full access to our whole library
500+AI kits for every job
6,000+skills
60,000+prompts
4,000+AI agents
4,000+MCP servers
9,000+AI apps
2,000+apps to build
1,800+Grok Bots
700+courses with certifications
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Right after payment we take you to your dashboard and walk you through adding the kit to your AI, step by step. Stuck? Email us and we'll help.
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