The All-in-One AI Plugin for Mortgage Brokers

Skills for mortgage brokers 10

• agency loan officer assistantRuns borrower intake, pre-qualification, and pipeline tracking; for example, turning a new lead into a pre-qual letter with a condition list.
• email composerDrafts clean borrower, realtor, and lender emails; for example, a rate change notice with a subject line and calm tone.
• office email drafterHandles everyday business email across scenarios; for example, a meeting request to a title partner with times and a clear ask.
• real estate time efficiency plannerBlocks your week around pipeline deadlines; for example, setting two hours of condition chasing before afternoon client calls.
• client communication assistantWrites client replies, appointment requests, and retention notes; for example, a market update email after a rate drop.
• credit analysis assistantReviews credit reports, ratios, and collateral; for example, flagging a high debt-to-income ratio before you pre-qualify a borrower.

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

Ready-made prompts 24

• Client Intake And Financials3 prompts, like Initial Client Intake Questions
• Explaining Loan Terms Simply3 prompts, like Explain Mortgage Loan Terms Simply
• Comparing Loan Products And Scenarios3 prompts, like Compare Two Loan Offers Side By Side
• Application And Document Gathering3 prompts, like Build A Mortgage Document Checklist
• Lender Negotiation And Exceptions3 prompts, like Draft A Lender Rate Negotiation Email
• Client Updates And Difficult News3 prompts, like Draft Pre-Approval Update Email
• Troubleshooting And Problem Solving3 prompts, like Troubleshoot A Low Appraisal

Apps you can build with AI 3

• Conversation evidence and follow-up workspaceBuild it to cut call notes and follow-up writing while keeping a link to the exact recording moment. Demo included.
• Property document organizerBuild it to see which borrower documents are still missing before a condition deadline slips. Demo included.
• Meeting capture to follow-up action workspaceBuild it to turn a realtor meeting into an approved follow-up email with every promise traced. 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 Quote Follow-up and Comparison Agent". Each one also has a guided set-up with sample data on its page.

• Quote Follow-up and Comparison AgentMake sure each open quote gets a timely, clear follow-up until it is won or closed.
• Client Fact-Finding Update AgentKeep client facts current so plans rest on the right data.
• 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
• Appraisal Gap Response AgentA fast, supported plan for a low appraisal with each option checked against loan terms
• Closing Disclosure Variance Check AgentFee changes beyond tolerance are found and resolved before closing
• 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

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.

• SignWell MCP serverSend documents for e-signature, track who signed, and download the signed PDFs, all from your AI chat. Official.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• Calculator MCP serverLets your AI do accurate math, statistics, unit conversions and finance calculations for you.
• macalc Calculator MCP serverLets your AI run everyday calculators: taxes, salary, mortgage, BMI, conversions and more. No install needed.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• GigaMail MCP serverLet your AI read, search and draft your email, with you approving every send or delete.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Google Search MCP server (AceDataCloud)Lets your AI run Google searches for web, images, news, videos, places and maps, and hand you the results. No install needed.
• Bing Search MCP serverLets your AI search the web, news, and images through Microsoft Bing while you chat.
• Mail MCP serverLets your AI read, search, send, reply to and forward email across several accounts for you.
• BoldSign MCP serverLet your AI look up, send and manage your BoldSign e-signature documents and templates for you.

Your Grok Bot team 8

• Harvey SpecterNegotiates deals, renewals, and quotes to secure the best realistic price and terms for the owner.
• Deal Room Risk AnalystAnalyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Us Property DataRetrieve real U.S. property valuations, listings, and history from Zillow data. No guessing.
• Auction Market AnalystAnalyzes liquidity, discount, ROI, and exit strategies in real estate auctions.
• Office ProductivityCreate, convert, and automate documents, spreadsheets, and presentations.
• Sales Script BuilderCrafts and refines sales scripts for sales managers, from research to follow-up.
• Real Estate Networking PartnerFinds events, partners, and contacts; drafts outreach; and builds your real estate network.