For Mortgage loan officer · 8 Grok Bots

A mortgage back office that chases conditions, prices scenarios, and closes loans on time

8 Grok Bots for a loan officer: capture every inquiry, track document conditions, draft loan scenarios from your rate sheet, prepare letters and disclosures, coordinate closing, and report the pipeline — 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·2 domain specialists·Success metric: Conditions-cleared and on-time-closing rate·Category: Finance
The problem it targets

Running the pipeline between borrower calls — fielding new inquiries and referral-partner leads while chasing paystubs, W-2s, and bank statements for files already in process, pricing scenarios by hand from a rate sheet that changed this morning, drafting pre-approval letters and status updates, and watching rate locks and closing dates creep up — so inquiries go cold, conditions sit uncollected, and locks expire because there is no time to work the whole pipeline at once.

What you get

From day one

1

Every borrower inquiry and referral-partner lead logged the moment it lands, in the borrower's own words, purchase or refinance flagged — so no application is lost between calls.

2

A per-file document conditions checklist that says exactly which paystubs, W-2s, and bank statements are still missing, plus loan scenarios priced from your own rate sheet with the payment, DTI, and LTV arithmetic shown for you to check.

3

Pre-approval letters and disclosure cover notes drafted from the file, a proposed appraisal and closing schedule with partner messages ready to send, and a one-page weekly pipeline digest 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

Application Intake

intake
read-only
Watches & prepares — never sends
Capturing every inquiry and partner lead into the pipeline; purchase vs refinance triage
Approves: duplicate flag; under-contract escalation
3

Document Chaser

specialist
specialist
Drafts for your review — you approve before anything leaves
Per-file conditions checklist; drafted borrower request for missing documents
Approves: every request before it is sent
4

Rate & Scenario Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
Loan scenarios from your rate sheet: payment, DTI, LTV, with assumptions flagged
Approves: every scenario before it is presented
5

Disclosure & Letter Drafter

drafter
Drafts for your review — you approve before anything leaves
Pre-approval letters, status updates, disclosure cover notes from the file
Approves: every letter and note before it is sent
6

Closing Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed appraisal/closing schedule; drafted partner and borrower messages
Approves: every message; every appointment
7

Pipeline Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: apps, conditions outstanding, locks expiring, closings due
Approves: none (nothing leaves the desk)
8

Outreach & 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
Intake→Chaser→Analyst→Drafter→Coordinator→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. Every letter, scenario, disclosure note, and message waits for your approval.
  • ×It uses only your own rate sheet, pipeline, and borrowers. It never quotes a rate that is not on your sheet, and it never reaches anyone who has not opted in.
  • ×It never locks a rate, submits a disclosure, or presents a pre-approval as final without your decision.
  • ×It never pulls credit, orders a verification, or moves money.
Conditions-cleared
and on-time-closing rate
How you'll know it's working

One number, measured over time

Share of files whose borrower document conditions are collected inside the target window, and share of locked files that reach closing before the lock and contract dates

Before day one

What you fill in — the bots never guess these

loan-pipeline
the header contract for the pipeline every bot reads and writes.
rate-sheet
your lender rates, points, and program rules. Rates and payments come only from here.
pre-approval-letter
your own pre-approval and letter wording.
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