AI assistant for mortgage brokers
Mortgage work is follow-ups, paperwork, and constant status updates. Rex Squad is building an AI squad with shared memory so your pipeline stays moving — without you retyping borrower context in every email.
High-leverage tasks for mortgage brokers
- • Lead follow-ups (speed-to-lead, nurture sequences, appointment confirmations)
- • Document request checklists + reminders (missing items, deadlines)
- • Pipeline status updates to borrowers + agents (clear next steps)
- • Call notes → action items + recap email
- • Simple “what we still need” summaries (one source of truth)
Note: Rex Squad is not financial/legal advice. Always review compliance-sensitive messages.
Why it’s different
- • Shared context per borrower/deal (less backstory every time)
- • Repeatable workflows (lead → docs → updates → close)
- • Delegate by role (“loan coordinator”, “follow-up specialist”)
Start with these playbooks
Sales follow-up emails
Fast, on-brand follow-ups with a clear CTA.
Lead qualification
Prioritize new inquiries and define next steps.
Call notes → action items
Turn calls into recap emails and a checklist.
Welcome email
Set expectations and keep borrowers moving.
Want something you can use today?
Try a couple of tiny tools we built for quick wins (free, no login).