AI for lenders
Be the lender your agents can't stop forwarding.
- Co-marketing that looks like everyone else's
- Staying top of mind with 50 agents
- Follow-up with pre-approved buyers who go quiet
Step 1 · Free tools, yours to keep
Take these first.
Piece 02
Seller net sheet
Fixes: Sellers asking “what will I walk away with?”. A calculator you can use live in a listing appointment, or embed on your own site.
Piece 05Follow-up sequences
Fixes: Leads going cold. Text and email sequences for new leads, cold leads and past clients, written to sound human.
Piece 01The prompt pack
Fixes: Starting from a blank chat. 25 copy-paste prompts for listings, leads, deals and marketing.
Piece 04The free CRM
Fixes: Paying for a CRM you barely use. The spreadsheet CRM Dylan rebuilt his business on: stages, sources, households, anniversaries.
Step 2 · The Ramp, adjusted for you
Seven days, ten minutes each
- Day 1: Teach AI who you areInclude the loan types you specialize in and the agents you partner with most.
- Day 2: Write a listing description, then check itSwap the listing for a loan program explainer your agents can forward to buyers. Same rule: check it for steering language.
- Day 3: Turn messy notes into follow-upsUse notes from recent pre-approvals and write a check-in for each buyer's agent.
Starter Kit prompts for you
Copy, fill in, paste
- Revive a cold leadFor leads that went quiet 3+ months ago.
- Sphere check-in that isn't a sales pitchMonthly touches for past clients and friends.
- Monthly market update in plain EnglishPaste your MLS stats; get an email, a post and a video script.
- Video script for a hard questionAnswer the questions clients actually ask, on camera.
- Co-marketing pitch to a lender or agentPartnerships that bring both sides business.
Step 3 · Every weekday
Recent stories that matter to lenders
- OpenAI's GPT-6.1 Terra: faster, cheaper, fewer errorsOct 26, 2026 · A faster, more reliable mid-tier model makes ChatGPT's agent mode more practical for routine web chores. Fewer hallucinations is still not zero, so facts need checking.
- The Agency builds its own private AI platformOct 23, 2026 · Large brokerages are choosing to keep client data off public AI, which raises the bar for how independents handle privacy. Expect recruiting pitches built on 'our AI knows our data.'
- New startup tracks how AI chatbots recommend agentsOct 22, 2026 · 'Who is the best agent in my town?' is becoming a chatbot question, and the answer draws on your reviews, bio and published content. AI visibility is the new local SEO.
- Canva launches Craft, its own AI image modelOct 22, 2026 · Most agents already build flyers and social posts in Canva. A model that understands layout and text placement means fewer broken AI graphics and faster just-listed posts.
Step 4 · When you want it all in one place
Lockbox
Every prompt pack and co-marketing kit, so you always have something useful to send your agents.
$5/month founding price
Get the Digest, set for lenders.
Free every weekday at 7 AM ET. The Ramp and Starter Kit open right away.