Free Resources
Resources for mortgage professionals
Checklists, scripts, workflow templates, borrower communication templates, AI prompt guides, and downloadable PDFs — free to use.
New Lead Follow-Up Checklist
A step-by-step checklist for what to do in the first 24 hours after a new lead comes in.
Download →Weekly Pipeline Review Checklist
Keep your pipeline clean with a repeatable weekly review routine.
Download →Cold Lead Call Script
A conversational script for reconnecting with leads that have gone quiet.
Download →Pre-Approval Follow-Up Script
Talking points for following up after a borrower is pre-approved.
Download →Follow-Up Automation Workflow Template
A ready-to-adapt structure for a multi-touch follow-up sequence.
Download →Long-Term Nurture Workflow Template
A workflow template for staying in touch with borrowers who aren’t ready yet.
Download →Borrower Check-In Message Templates
A set of email and text templates for routine borrower check-ins.
Download →Loan Status Update Templates
Templates for keeping borrowers informed at each stage of the loan process.
Download →AI Prompt Guide: Follow-Up Messages
Prompt starters for drafting personalized follow-up with AI Copilot.
Download →AI Prompt Guide: Proposal Summaries
Prompt starters for summarizing and explaining loan scenarios to borrowers.
Download →Proposal Prep Guide (PDF)
A printable guide covering what to gather before building a proposal.
Download →Borrower Affordability Calculator
An interactive calculator to help estimate borrower affordability.
Coming soon