Who we help · Mortgage loan officers
AI Assistants for Mortgage Loan Officers
What can an AI team do for a mortgage loan officer? It handles the repeat work around your pipeline: drafting fast replies to new leads, reminding borrowers about intake steps and missing documents, keeping past clients and referral partners warm, and drafting rate and market update content in your voice. You review and approve what goes out, and G&K builds and fully manages the team for you.
What the AI team does
New lead follow-up
Drafts a quick, personal first reply to new purchase and refinance inquiries, then follow-ups on a schedule so leads don't go cold.
Pre-qualification intake reminders
Drafts friendly reminders to borrowers who started but haven't finished your intake or application steps.
Document checklist follow-ups
Tracks which items are still outstanding on your checklist and drafts polite reminders for you to approve.
Past-client and referral partner nurture
Drafts check-ins for past clients and regular touches for real estate agents and other referral partners.
Rate and market update drafts
Drafts a recurring market or rate update email or post in your voice for you and your compliance process to review.
Appointment booking
Drafts booking replies and reminders for consultations and flags conflicts on your calendar.
How it works, with your approval
- Free Blueprint call. A 30-minute call where we learn how you work and map which assistants fit.
- We build it. We design your team, connect the tools you choose, and train it on your business and voice.
- It drafts, you approve. Nothing goes out without your OK unless you choose otherwise.
- We run and tune it. Your AI team is built, run and fully managed by G&K Custom AI Solutions on our own system. We keep it tuned for you; the setup itself is never handed over or copied.
What does it cost?
Pricing starts at $1,499 setup + $499/mo (Starter), $3,999 setup + $1,499/mo (Growth) and $7,999 setup + $2,999/mo (Full Ops). These are base, starting-at prices; final pricing is customized to your business after the free Blueprint call. Service is month to month, with 30 days' notice to cancel.
Frequently asked questions
Will the AI team send messages to borrowers on its own?
Only if you want it to. Most clients start in draft-and-approve mode: the team drafts, you review, and nothing goes out without your OK.
How does this fit with my compliance requirements?
The AI team drafts marketing and messages for you to review. You stay responsible for your own licensing and compliance approvals, and nothing needs to go out until you and your compliance process have signed off.
Does it work with the tools I already use?
The team connects to the email, calendar, CRM and social tools you already use, with each tool's own permissions. Custom CRM builds are available and customized to your vision. They're one of the more involved add-ons, so pricing depends on how detailed the build is and is quoted after your free Blueprint call.
Do I own the AI setup?
No. Your AI team is built, run and fully managed by G&K on our own system, and the setup isn't handed over or copied. Your emails, files, calendar and CRM records always stay in your own accounts.
How much does it cost?
Pricing starts at $1,499 setup + $499/mo (Starter), $3,999 setup + $1,499/mo (Growth) and $7,999 setup + $2,999/mo (Full Ops). These are base, starting-at prices; final pricing is customized to your business after the free Blueprint call. Service is month to month, with 30 days' notice to cancel.
More ways we help
Related professions: Real estate agents · Insurance agents · Contractors & home services · All industries
Related services: Lead follow-up & CRM · Social media & content · Pricing & packages
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
Prefer email? Owner@GKCustomAI.com