Mortgage broker relationship email
Tell brokers what you're lending on right now, without promising terms.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 89/100 for following the rules and doing the task.
That's today's free runs. Solo Pro, Founder, and SMB Team give you 100 runs a day, 1,000 checks a day, and batch runs for up to 50 contacts. New Solo Pro is $19 a month. People already on Pro stay at $15 a month or $100 a year. See plans. You can still use Open in ChatGPT, Claude, or Grok for free.
Fill in the required fields, then build your prompt.
Free. Run it here sends the prompt through our server to Claude and shows the draft on this page (5 runs a day free, 100 on a paid plan); we don't store it. Open in ChatGPT, Claude, or Grok sends the prompt to that tool instead. Sign in there first, or the prompt box may come up empty; if it does, use Copy and paste it in.
Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- What you're looking for (types, sizes, markets, max LTV): Multifamily and industrial, $2M-$15M, Southeast and Texas, up to 70% LTV, bridge or 5-10 yr fixed
- Recent closings you can share (optional): Closed a $4.6M industrial refi in Austin last month
Subject: What we're lending on this quarter
Hi [Name],
A quick note on where we're active right now:
- Property types: multifamily and industrial
- Loan size: $2M to $15M
- Markets: the Southeast and Texas
- Loan to value: up to 70%, subject to underwriting
- Structures: bridge, or 5- to 10-year fixed
Last month we closed a $4.6M industrial refinance in Austin.
If you have something that fits, send it over and I'll tell you quickly whether it works for us.
[Name]
[Lender]AI drafts can be wrong. Check every fact, name, and number before you send anything. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.
More for cre lenders
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.
Loan decline with a path forward
Say no to a loan request clearly and kindly, with what would change the answer.