Look inside
27 pages. Every prompt is one paragraph you paste as is. Real pages from the kit:
Sixty prompts for pre-approvals, status updates, rate conversations and Realtor check-ins. Written for loan officers. No borrower data in the AI tool. $27.
Write a short weekly status email a loan officer can send every borrower in process. Stage: [processing / underwriting / clear to close]. What happened this week: [FILL IN]. What we need from you: [FILL IN]. Under 100 words. No dates the lender has not confirmed.
Hi there, quick Friday update. Your file is in underwriting and moving. This week the appraisal came back and was added to the file. Nothing needed from you right now. Next milestone is the conditions list, and I'll walk you through anything on it the day it arrives.
Brackets stay blank in the AI tool. You add the borrower's details in your email.
But that’s the job. The closing slips and the Realtor needs to hear it from you, today, in writing. Borrowers who go quiet. Documents that trickle in. A rate conversation you have to have without saying a number.
Your coach said send a video update every week. Nobody watched it. The $5,000 program had a module on communication and never wrote one update for you. And compliance has opinions about pasting a borrower’s file into a chatbot, so AI has mostly stayed off the desk.
Every prompt is built for a loan officer, organized by the moment in the loan, and uses placeholders so no borrower information ever leaves your desk. No rates, no "guaranteed," no promises. Paste the prompt, fill in the blanks, send.
Welcomes, do-not-do lists, document chases, pre-approval refreshes, rate-shopper replies.
The weekly update, "nothing changed" notes, conditions explained, appraisal ordered, clear to close.
Locks, points, PMI, closing costs, "cash to close went up," without a single number.
Introductions, transaction kickoffs, weekly agent updates, co-branded flyers, lunch-and-learn invites.
Denials with care, low appraisals, delays, last-minute document asks, angry borrowers.
Home anniversaries, annual check-ins, "should I refinance," referrals, reviews.
Social posts, a first-time buyer guide, market notes with no predictions, a 60-second video script.
Pre-submission checklist, processor handoff, out-of-office with backup, weekly pipeline summary.
What stays out of AI tools, plus the three things AI never writes for you: a rate, a promise, or a "guaranteed."
27 pages. Every prompt is one paragraph you paste as is. Real pages from the kit:
Nothing hidden. Tap a section to see every prompt in it.
The kit is organized by the moment in the loan. Go straight to the one on your desk.
Works in ChatGPT, Claude or Gemini. Brackets keep borrower details out of the box.
You're the licensed originator. The AI wrote the first draft. Thirty seconds instead of fifteen minutes.
Loan officers and originators at independent brokers, small lenders and bank branches who are tired of being the status desk. Not for underwriters, not for software people, not for anyone looking for a 10-hour course.
It’s not a $5,000 coaching program or a video tool nobody watches. It won't quote a rate, promise an approval, or touch a borrower's file. A licensed originator reviews everything, and marketing pieces go through your company's compliance review. That's the point.
Any of them. ChatGPT, Claude or Gemini, and the free versions work fine.
You never put borrower information in. Every prompt uses blanks like [FIRST NAME], and you add the real details in your own email. The kit includes a one-page Never Paste This sheet built around GLBA privacy rules and fair lending basics. No prompt quotes a rate or promises an approval.
Yes. It's written for loan officers wherever they work. Run anything borrower-facing through your company's compliance review, as you already do.
If you can copy and paste, yes. Pick the task, paste the prompt, fill in the blanks.
Each kit is for one person. Add the Team license at checkout to cover up to 5 people, including your processors and assistants.
Your download page opens the moment you pay, and the same link arrives by email within the hour. It’s a PDF that works on any device.
All sales are final, including accidental or duplicate purchases. That’s why you can see sample pages and try a prompt free before you buy.
Instant digital download. All sales are final, including accidental or duplicate purchases.
Imagine the “closing is delayed” email to your Realtor written, calm and specific, before she calls. Every borrower got a Friday update without you writing one. The “rates went up” email said nothing you’d have to walk back.