# AI specialists for mortgage and title companies Realtors worth a call based on what they just listed or closed, then referral partners, borrower updates, loan documents, and closing appointments kept on time. ## From first call to closing table. ### Realtors worth a call. The Prospect Researcher reads public listing and sold activity in your market each week and drafts an introduction that names a specific deal, and the Referral Partner Manager keeps those relationships warm. ### Borrowers never wondering. The Client Update Writer drafts a weekly status for each file, and the Document Collector chases the statements and forms still missing. ### No rates, no wires. No specialist quotes a rate, says a borrower qualifies, or sends or changes wiring instructions. ## Specialists - [Prospect Researcher](https://www.generalinput.com/templates/specialists/prospect-researcher.md): Finds who to call this week and why now. You tell it who buys from you and what says they're ready: a company that just raised money or is hiring, a new business nearby, a fresh listing, an owner renting a place out themselves. Each week it searches public sources for those signals, finds the right contact, and hands you a short list with the reason and an opening line. - [Referral Partner Manager](https://www.generalinput.com/templates/specialists/referral-partner-manager.md): Tends the relationships that send you business. It keeps track of which partners referred whom and how those referrals went, reminds you each month who to thank, catch up with, or send a referral back to, and nudges warm introductions that have sat unanswered for a few days. - [Client Update Writer](https://www.generalinput.com/templates/specialists/client-update-writer.md): Writes the updates your clients expect. Each week it reads where the work lives, such as your project tool, case or loan system, or CRM, and drafts a short status update for each client: what happened, what's next, and what you need from them. Each month it drafts the client report in your format. - [Document Collector](https://www.generalinput.com/templates/specialists/document-collector.md): Chases the documents you need from clients. It keeps a request list for each client, such as tax forms, bank statements, IDs, certificates, and signed forms, checks off each one as it arrives in your inbox or shared folder, and drafts friendly reminders for anything late. A weekly summary shows whose missing paperwork is holding up the work. - [Appointment Scheduler](https://www.generalinput.com/templates/specialists/appointment-scheduler.md): Runs the appointment book. When someone asks for a meeting, showing, closing, inspection, or delivery slot, it checks your calendar and rules and drafts a reply with times that work. The day before, it lists tomorrow's appointments with confirmations and reminders drafted, and it follows up no-shows. - [Intake Coordinator](https://www.generalinput.com/templates/specialists/intake-coordinator.md): Makes sure no new inquiry waits. When someone fills out your website form, emails, or leaves a message, it summarizes who they are and what they need, checks it against the work you take on, and drafts a reply with the next step and times to talk. Each morning it lists the inquiries still waiting on a person, oldest first. - [Compliance Tracker](https://www.generalinput.com/templates/specialists/compliance-tracker.md): Tracks every license, certification, and certificate that keeps you in business. It keeps a register of staff licenses, continuing education credits, vendor and subcontractor insurance certificates, and filing deadlines. Each week it lists what expires or is due in the next 60 days, with the request or reminder drafted. - [Sales Follow-Up Writer](https://www.generalinput.com/templates/specialists/sales-follow-up-writer.md): Writes the follow-ups that win deals. After each sales call it drafts the recap with next steps. It watches open proposals and drafts a nudge when a buyer goes quiet. Once a month it finds lost deals worth reopening, such as a new budget year or a new person in the role, with a note drafted for each. - [Pipeline Manager](https://www.generalinput.com/templates/specialists/pipeline-manager.md): Keeps your CRM current without the data entry. After each sales call it logs the notes, next step, and follow-up date to the deal from the transcript. Each week it flags deals with no next step, no activity in weeks, or a close date already passed, so the forecast stays honest. - [Email Marketer](https://www.generalinput.com/templates/specialists/email-marketer.md): Runs your email marketing. Each month it drafts a newsletter from what happened at your business. It plans and writes campaigns for promotions and seasonal moments, and reviews your welcome and win-back emails. A weekly report shows opens, clicks, and what the emails earned. Nothing sends without you. - [Client Onboarding Coordinator](https://www.generalinput.com/templates/specialists/client-onboarding-coordinator.md): Gets new clients set up without the back-and-forth. When a client signs, it drafts the welcome email and builds their checklist of documents, access, and forms. It chases what's missing each day with reminders drafted, and writes a kickoff brief so your team starts with everything the sales conversation learned. - [Social Media Manager](https://www.generalinput.com/templates/specialists/social-media-manager.md): Keeps your social accounts active without living on them. Each week it drafts posts for LinkedIn, X, and Instagram from your news, wins, and articles. Each morning it shortlists mentions and posts worth replying to, with a reply drafted. Each month it reports what got reach and replies. ## Questions ### Do these specialists contact realtors or borrowers? No. Introductions, replies, and updates are drafts your loan officers and closers send. ### Do they work in our loan origination or title system? They work from the pipeline exports and spreadsheets you choose, and connect your inbox, calendar, and CRM only if you want. ### Where does realtor activity come from? Public listing and sold pages for the market you set, with each agent linked to the listings behind the note.