Rocket Pro Launches AI Tools for Brokers and Guarantees No Poaching Policy
Rocket Pro Unveils Innovative AI Tools for Mortgage Brokers in Detroit
Exciting New AI Tools Tailored for Mortgage Brokers
Rocket Pro has launched a suite of groundbreaking initiatives aimed at empowering mortgage brokers. These announcements were made at the Rocket Pro Experience (RPX) event held in Detroit, Michigan. The company introduced a custom large language model designed specifically for the mortgage sector, alongside innovative customer support tools and a new consumer-facing broker directory.
Partner Promises and Broker Manifesto Launched
The company has introduced “Partner Promises,” a commitment comprising ten principles designed to support broker partners. The initiative emphasizes partnerships based on choice and integrity, assuring brokers that their business remains their own. Also unveiled was a broker manifesto, a video that celebrates the role of brokers and underscores the company’s vision for community empowerment and innovation.
Rocket Pro Navigate: A Tailored AI Model
Rocket Pro Navigate is the highlight of the new initiatives. The platform features a bespoke language model integrated into the Rocket Pro portal for mortgage brokers. Notable tools include:
- A sales coach for role-playing, objection handling, and call preparation.
- Lead Scanner, which analyzes client lists to generate personalized communication.
- Document Analyzer, comparing loan estimates, pay stubs, and tax returns for client-ready reports.
- A notes feature for processing call transcripts and generating follow-up communications.
This AI model has been meticulously trained over 16 months to suit the mortgage industry, with texting capabilities set to roll out in a future update.
Introducing Rocket Pro Assist: AI-Powered Support
Rocket Pro Assist is set to transform broker interactions with the company through an AI-enabled support suite. Positioned in front of platforms like Pathfinder, Live Chat, and Rocket Connect, the suite streamlines inquiries from loan guidelines to appraisal status.
Sogorka described the integration as twofold: Rocket Pro Navigate as a business growth tool, and Rocket Pro Assist as a hands-on support system during loan processing.
Broker Directory to Connect Consumers with Local Experts
Rocket Pro is also launching brokernearme.com, a dedicated website connecting consumers with local brokers. The platform matches users with brokers based on their address and mortgage needs, ensuring unbiased rankings without paid promotions. Future iterations may introduce client-satisfaction ratings, enhancing the matchmaking process.
Significant Investments and Broker Collaboration
Rocket Pro’s heavy investment in these platforms includes feedback and pilot testing with brokers of varying sizes. The Navigate system is an evolution of the Navigator product announced in 2024, reflecting extensive broker input and a focus on customer retention.
The incorporation of the Lead Scanner tool aims to bolster retention rates, reflecting Rocket’s commitment to delivering best-in-class service and establishing enduring client relationships.
