For Mortgage broker · 8 Grok Bots

A broker back office that shops the lender panel, stacks the file, and reports the book

8 Grok Bots for a mortgage broker: log every inquiry, shop the wholesale lender panel, draft the fee worksheet and comp disclosure, stack the submission, coordinate partners — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Lender-shopped and clean-submission rate·Category: Real estate
The problem it targets

Shopping each file across a panel of wholesale lenders by hand — re-pricing the same borrower against three or four lender rate sheets, matching a borrower to each lender's program overlays and condition matrix, restacking documents into every lender's required submission order, and drafting the broker-compensation disclosure and partner updates — so files sit unsubmitted, the wrong lender gets shopped, and locks slip because there is no time to work the whole panel at once.

What you get

From day one

1

Every borrower inquiry and realtor-partner referral logged the moment it lands, in the borrower's own words, and tagged purchase versus refinance with the lender-fit signals you shop on — so no file goes to another broker.

2

A same-day wholesale lender shortlist drafted from your own rate sheets and program overlays, with a fee worksheet and your broker-compensation disclosure line worked out and every figure shown for you to check.

3

A lender-specific stacking-order submission package with its condition matrix, drafted partner and closing messages, and a one-page weekly book by lender and milestone with every number linked to its source.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Lead Desk

intake
read-only
Watches & prepares — never sends
Logging every inquiry and realtor-partner referral; purchase/refi + lender-fit tagging
Approves: duplicate flag; time-critical escalation
3

Lender Matcher

specialist
specialist
Drafts for your review — you approve before anything leaves
Shopping the wholesale panel; drafted lender-and-program shortlist from your rate sheets
Approves: every shortlist before it is shown; any placement
4

Fee Worksheet Composer

drafter
specialist
Drafts for your review — you approve before anything leaves
Fee worksheet and broker-compensation disclosure line from the chosen lender's pricing
Approves: every worksheet and comp figure before it goes out
5

Submission Packager

specialist
specialist
Drafts for your review — you approve before anything leaves
Lender stacking order, condition matrix, and portal-submission checklist
Approves: every lender submission
6

Partner Liaison

coordinator
Drafts for your review — you approve before anything leaves
Proposed schedule and drafted messages to realtor partners, title, processor, borrower
Approves: every message; every booking
7

Book Reporter

reporter
read-only
Watches & prepares — never sends
Weekly book by lender and milestone: locks, submissions, closings, conditions
Approves: none (nothing leaves the office)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Desk→Matcher→Composer→Packager→Liaison→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send or submit. Every message, worksheet, and lender submission waits for your approval.
  • ×It uses only your own rate sheets, pipeline, and opted-in contacts. It does not buy lists, pull contacts from anywhere else, or reach anyone you have not chosen.
  • ×It never presents a lender as chosen, submits a file to a lender portal, or locks a rate without your decision.
  • ×It never states a rate, fee, or broker-compensation figure that is not on your lender rate sheets.
Lender-shopped
and clean-submission rate
How you'll know it's working

One number, measured over time

Share of new files shopped across the wholesale panel and matched to a lender the same day, and share of submitted files that reach the lender with a complete stacking order and no missing condition

Before day one

What you fill in — the bots never guess these

broker-pipeline
the header contract for the pipeline every bot reads and writes.
lender-panel
your wholesale lenders, their rate sheets, overlays, and comp options. Lender figures come only from here.
condition-matrix
each lender's required conditions and stacking order.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training