For Mortgage Brokers & Loan Officers

Answer leads faster. Win agent partners. Fill your pipeline.

You sell the same money as the bank down the street. What sets you apart is speed, clarity, and follow-up — and these AI kits automate all three, in your voice and compliance-aware.
See the kits →
from $19$88 value
🛡️ Instant PDF · 90-day money-back guarantee · compliance-aware — never quotes a rate
★★★★★ 90 prompts
Works with free ChatGPT
RESPA-safe co-marketing
The Mortgage Broker AI Kit + The Loan Officer Referral Machine — 90 AI prompts
~36%
of buyers get only one mortgage quote
Fannie Mae, 2022
$600+
/yr a borrower saves by comparing
Freddie Mac, 2023
21×
more likely to qualify if you reply in 5 min
MIT / InsideSales
90
done-for-you prompts across 2 kits
both in the bundle

If you're doing this, you're leaving loans on the table

The fix isn't working more hours. It's a system that answers, explains, and follows up for you — while keeping you compliant.

Two kits. 90 prompts. One referral-driven pipeline.

One kit runs your day-to-day. The other builds the partnerships that fill your pipeline. Every prompt is loan-officer-specific, plain-English, and compliance-aware — it never quotes a rate.

01

The Mortgage Broker AI Kit · 50 prompts · 5 systems

Your AI operating system for the daily grind — answer, explain, and follow up on every lead.

⚡

Speed to lead & pre-approval

Instant-response texts, first-call scripts, and a 7-day follow-up cadence — so you're the LO who answers first.

🎓

Borrower education & social

Loan-type explainers, myth-busters, and a 30-day content calendar that keeps you top-of-mind.

💬

Objection & rate scripts

"Rates are too high," "my bank offered lower," "I'll wait" — calm, honest, compliant responses.

02

The Loan Officer Referral Machine · 40 prompts · 5 sections

The engine for the ~87% of business that comes from referrals — built to stay RESPA-clean.

🤝

Find & pitch agent partners

Cold intros that lead with their benefit, the coffee-meeting agenda, and a 90-day new-partner nurture plan.

📣

RESPA-safe co-marketing

Co-branded buyer guides, joint flyers, forwardable market updates, and fair-value co-marketing proposals.

🏆

Hero on every live deal

Proactive updates, bad-news scripts that keep trust, and the post-close thank-you that earns the next referral.

❤️

Past-client reactivation

Anniversary check-ins, quarterly value touches, and the natural referral ask that never feels grabby.

📈

Scale the network

Appreciation events, a monthly content rhythm, a partner scorecard, and your annual referral game plan.

🛡️

"RESPA in plain English"

The one line you never cross (you may not pay for a referral) — and the fair-value rules that keep you safe.

Two Master Prompts (Setup + Partner) — paste once, sound like a sharp, compliant LO
Instant new-lead text, voicemail & first-call scripts
The 7-touch follow-up cadence + "break-up" message
Cold outreach & the 90-day agent-partner nurture plan
The RESPA-safe co-marketing kit: co-branded guides, flyers & proposals
Proactive deal updates that make every agent look good
Past-client reactivation: anniversaries, check-ins & referral asks
Loan-type & closing-cost explainers in plain English
A 30-day social calendar + a monthly content rhythm
10 objection & rate-shopping scripts
"RESPA in plain English" — the one line you never cross
Verified data (STRATMOR, CFPB, Freddie Mac, Fannie Mae, MIT) with sources
56 premium pages across 2 PDFs · instant download · yours forever

Two kits. One referral-driven pipeline.

Grab the bundle and get both — 90 prompts — for less than buying them apart.

★ Best value · Save $9
The Complete Mortgage Referral Kit
$38
$29
Both kits · 90 done-for-you prompts · RESPA-clean
Get both kits →
🛡️ 90-day money-back guarantee · Secure checkout via Gumroad

— or grab them individually —

The Mortgage Broker AI Kit
$19 $49
50 prompts · 5 systems · speed-to-lead, education, ops
Get this kit →
The Loan Officer Referral Machine
$19 $39
40 prompts · land agents, co-market & reactivate — RESPA-safe
Get this kit →

Questions

Is this compliant? I'm nervous about AI in mortgage.

This kit is built compliance-first. It never quotes rates or APRs, it flags exactly where your required disclosures go, and it includes a Master Setup Prompt that keeps the AI's output fair and inclusive. You're the licensed professional — the AI drafts, you review and approve. Always follow your company's compliance policies.

Do I need to know how to use AI?

No. If you can copy and paste, you can use this. Each prompt tells you exactly what to type, and works with the free version of ChatGPT, Claude, or Gemini.

Is it just generic prompts?

No. Every prompt is engineered for loan officers — speed-to-lead, agent partnerships, borrower education, objection handling, and pipeline nurture — with a Master Setup Prompt and real data with sources.

What if I don't like it?

You're covered by a 90-day money-back guarantee. Email us and we'll refund you — no questions asked.

Same rates. Better everything else.

Out-respond, out-explain, and out-care the bank down the street — on every single lead.

Get the kit →