AI workflows for CRE lenders
Loan request memos, term sheet explainers, doc requests, pipeline notes.
Fill in a short form and click Run it here to get the draft on the page (5 free runs a day). You can also open the prompt in ChatGPT, Claude, or Grok. Save your profile and the forms fill themselves in.
Loan request memo
Write the loan request (or credit memo summary) from the deal facts.
Term sheet summary for a borrower
Explain a term sheet's key points to a borrower in plain English.
Borrower document request
Ask a borrower for everything you need, once, in a clear checklist.
Pipeline update for credit or management
A weekly pipeline summary that shows what moved and what's stuck.
Mortgage broker relationship email
Tell brokers what you're lending on right now, without promising terms.
Loan decline with a path forward
Say no to a loan request clearly and kindly, with what would change the answer.
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One new workflow a week
One workflow in your inbox each week. Nothing else.
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