All-in-One AI Plugin for Loan Officers

Skills for loan officers 8

• email composerDrafts borrower, realtor, and underwriter emails with subject lines and tone, like a rate-lock delay update that keeps the client calm.
• agency loan officer assistantHandles borrower intake, pre-qualification, document collection, and pipeline tracking, like building a condition checklist for a VA purchase file.
• credit analysis assistantReviews credit reports, scores, and tradelines, like explaining why a 30-day late from 2022 still affects a borrower's approval.
• debt management assistantBreaks down debts and builds payoff or consolidation plans, like comparing a $32,000 card balance payoff in 24 vs 36 months.
• debt negotiation plannerPrepares restructuring options, creditor scripts, and tracking, like a snowball vs avalanche plan for a borrower with four open collections.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Explain Loan Terms Clearly3 prompts, like Explain APR Versus Interest Rate
• Draft Client Emails And Updates3 prompts, like Draft Pre-Qualification Follow-Up Email
• Make Sense Of Credit Reports3 prompts, like Summarize A Credit Report For Borrowers
• Analyze Income And Debts3 prompts, like Spread Self-Employed Income From Returns
• Check Eligibility And Triage Scenarios3 prompts, like Match Scenario To Loan Program Guidelines
• Prepare Documentation And Conditions3 prompts, like Build A Borrower Condition Checklist
• Negotiate And Restructure Deals3 prompts, like Prepare Rate Negotiation Talking Points

Apps you can build with AI 3

• Evidence-backed data analysis and reporting workspaceTrack every pipeline and production figure back to its source, so your monthly report survives a manager's review. Demo included.
• Email-to-task coordination portalTurn borrower and realtor emails into tracked tasks with owners and due dates, so nothing sits in an inbox. Demo included.
• Scenario planning platformCompare payment, DTI, and cash-to-close across loan types and rate assumptions, and explain each scenario in plain words. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Collateral and Insurance Verification Agent". Each one also has a guided set-up with sample data on its page.

• Collateral and Insurance Verification AgentKeep every collateral file current on valuation and insurance.
• Mortgage Pipeline Stall Detector AgentNo loan file stalls unseen between milestones
• Self-Employed Income Analysis AgentA supported income calculation with open questions answered before submission
• Branch Customer Appointment Preparation AgentEvery appointment starts prepared and every agreed follow-up is done
• Loan Application File Completeness AgentComplete loan files submitted to underwriting the first time
• Mortgage Document Collection AgentAssemble a complete, current borrower file ready for lender submission
• Lender Scenario Comparison AgentShow the client the best qualifying loan options with true costs
• Underwriting Condition Clearing AgentClear all lender conditions quickly so the loan reaches clear to close
• Loan Milestone Client Update AgentKeep borrowers and agents informed at every milestone without manual calls
• Refinance Opportunity Watch AgentContact past clients when a refinance would clearly benefit them
• CRM Pipeline Hygiene AgentA clean, honest pipeline before every forecast call
• Financial Statement Spreading AgentA checked, accurate spread and ratio set for each borrower

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• SignWell MCP serverSend documents for e-signature, track who signed, and download the signed PDFs, all from your AI chat. Official.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Calculator MCP serverLets your AI do accurate math, statistics, unit conversions and finance calculations for you.
• ai·rete·rag MCP serverLet your AI make rule-based decisions and explain them using your own policy documents. No install needed.
• Lucairn privacy gateway MCP serverLets your AI clean personal data out of your prompts before they reach the model, and hand you a signed proof of what was removed.
• Sifter MCP serverAsk your AI questions about your documents and get exact numbers, lists and totals back.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• Cook County Property MCP serverLook up Chicago and Cook County property records, sales, permits and tax history by address or PIN. No install needed.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
• Nutrient DWS MCP serverLet your AI merge, convert, redact, sign, and read PDFs and Office documents for you.

Your Grok Bot team 10

• Credit Card MaxRecommends the best credit card for each purchase to maximize rewards and track benefits.
• Deal Room Risk AnalystAnalyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
• Auction Risk AuditorAnalyzes legal, financial, and operational risks of auction properties with a score and risk-weighted ROI.
• Startup Financial ModelingBuild 3-5 year financial models with revenue, cost, cash flow, and scenario planning for startups.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Warren BuffettSimulates Warren Buffett's investment philosophy and decision-making process.
• XlsxCreates, edits, and analyzes spreadsheet files with formulas and formatting.
• Legal AdvisorDraft contracts, privacy policies, and compliance documents for tech businesses.
• Credit Analysis AssistantAutomates credit analysis tasks from statement review to portfolio monitoring for finance specialists.
• Loan Officer AssistantKeeps a lending pipeline moving: borrower intake, document tracking, compliance deadlines and closing coordination.