Free tool

follow up with every borrower before the lead goes cold

paste a borrower situation into chatgpt, claude, gemini, or copilot and this free skill writes a compliant, on-brand follow-up in your voice — text or email — ready to send in seconds.

drop your email and the skill is yours — paste in the borrower situation and you'll have a compliant follow-up ready to send in seconds.

borrowers going quiet is one of the most common places a pipeline leaks. the AI tools for mortgage loan officers guide covers the broader toolkit, and AI tools for loan officers goes deeper on automation.

have a question before you start?

what does this skill actually do?
you paste or describe the borrower situation into a fresh chat with chatgpt, claude, gemini, or copilot. it asks you two quick questions — what next step you want and whether you're texting or emailing — then writes a compliant, on-brand follow-up ready to send. you get a main version, a shorter version, and a second-touch if they don't reply.
does it invent rates, approvals, or loan terms?
never. the skill is explicitly instructed not to invent rates, terms, numbers, or approvals, and not to make any promise about a loan you didn't tell it to make. if a real number or date is missing from what you gave it, it leaves a short "[fill this in]" placeholder. what goes out is yours to review before you send it.
will it sound like me, or like a template?
like you. it reads the actual borrower situation, opens by showing you remember where they are in the process, and writes plain and confident — no jargon, no fake urgency. text follow-ups include a clear opt-out line. you pick the version that fits and send it.
is it really free?
yes. drop your email and the skill is yours to keep and use as much as you want. no trial, no card. if you later want every borrower followed up automatically the second they stall, in your voice, that's the kind of thing we set up — but the skill itself costs nothing.