AI workflows for mortgage loan officers
Borrower follow-ups and social posts that stay clear of Reg Z trigger terms.
Paste your rate post. We flag Reg Z trigger terms.
Quote a rate or payment and Reg Z may require more disclosures, like the APR. Paste an ad or social post and see which terms need them. 10 free checks a day. Not legal advice.
Paste your text and click Check it. The rule packs for your job are already picked.
Not legal advice, and no attorney relationship. This flags possible issues using a fixed list of patterns. It can miss problems and flag things that are fine. You're responsible for what you publish, so check your brokerage, company, and state rules. The pattern check runs in your browser. If you use the AI second opinion, your text is sent through our server to TypeSafe, which may log or retain it under its policies. With Pro, a log entry (time, first 280 characters, findings) is saved to your compliance log. Don't paste confidential or personal information you aren't allowed to share.
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.
Social post without rate numbers
Educational posts that build trust without quoting rates, payments, or down payments.
Pre-approval follow-up
Check in with a pre-approved buyer who hasn't found a home yet, and keep them warm.
Realtor partner co-marketing pitch
Pitch a co-marketing idea to a realtor partner, with compliance in mind.
First-time buyer explainer
Explain the mortgage process in plain English for a nervous first-time buyer.
Market move update (no rate quotes)
Tell your pipeline the market moved and what it means, without quoting numbers in a broadcast.
Document checklist email
A clear, friendly list of exactly what the borrower needs to send, and how.
Closing congrats and review ask
Celebrate the closing and ask for a review, without offering anything in return.
Credit readiness plan for a not-yet borrower
A kind, specific plan for a borrower who isn't ready yet, so they come back to you.
Past-client annual loan check-in
A yearly check-in with past clients that's helpful, not a refinance pitch.
Open-house lender flyer copy
Flyer copy for a realtor's open house that's helpful and avoids Reg Z trigger terms.
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One new workflow a week
One workflow in your inbox each week. Nothing else.
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