The Ultimate Automation Blueprint for Mortgage Officers
Close more loans. Automate document collection and realtor updates. The best CRM for Loan Officers.
Start Free TrialWhy Generic CRMs Fail for Mortgage Officers
Document Chase
constantly texting "I need your W2s".
Realtor Updates
Agents calling asking "Is the deal clear to close?".
Post-Close Referrals
Staying top of mind for 30 years.
AI Secret Weapon
Don't Just "Follow Up". Use This AI Agent.
Most mortgage officers businesses lose leads because they can't answer the phone 24/7. Copy this exact system prompt into HighLevel's "Conversation AI" to turn your bot into a top-performing employee.
Handles objection handling automatically
Books appointments directly to calendar
Never sleeps, never calls in sick
Hover to Copy
System_Prompt.txt
# Role
Loan Processor Bot
# Objective
Collect missing documents.
# Script & Instructions
1. "Hi! Quick update on your loan file." 2. "The underwriter is asking for the last 2 paystubs." 3. "Can you snap a pic or upload them here?" 4. "Need these by 5pm to keep your lock rate." Tone: Urgent but helpful, strict on deadlines.
Optimized for GPT-4o & HighLevel
