The Annual Mortgage Checkup
Most LOs only call past clients when rates drop. This prompt creates a proactive yearly check-in that adds value whether rates are up, down, or sideways, and positions you as their mortgage advisor for life.
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Pro tip: The on-site generator uses a lightweight AI for quick previews. For best quality, copy your filled prompt and paste it into your paid ChatGPT, Claude, Gemini, Perplexity, DeepSeek, Grok, or Meta AI account.
Disclaimer: AI can make mistakes. Always verify calculations, rates, amortization figures, and any financial data before sharing with clients. This tool is a starting point, not a substitute for accurate loan software or professional judgment.
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Always Verify AI Output
AI models can make mistakes, especially with calculations, interest rates, amortization schedules, and financial figures. Treat every AI response as a rough draft. Always verify numbers with your LOS, pricing engine, or a calculator before sharing anything with clients or referral partners.
Why This Works
A yearly check-in that includes an equity estimate, rate comparison, and financial planning angle turns a one-time transaction into a lifelong relationship. It generates refinances, cash-out opportunities, and referrals from clients who feel genuinely looked after.