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.

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.