Every deal gets a next step.
No borrower, lead, referral partner, or renewal opportunity should sit without an owner, status, due date, and next action.
Live: Automation Engine Active
Stop losing deals to forgotten follow-up.
Your pipeline is not broken. Your follow-up system is. Broker Follow-Up Machine GPT helps loan brokers and funding teams build repeatable borrower, referral partner, document, renewal, and stalled-deal follow-up systems.
01 / BrokerOps System
The follow-up operating system for brokers.
This GPT turns scattered borrower conversations, missing document requests, referral partner check-ins, and old lead lists into structured workflows with timing, copy, CRM rules, owner assignments, and human review points.
Email, SMS, and call scripts.
Generate practical follow-up copy for new leads, missing docs, stalled deals, renewals, partner nurture, and revival campaigns.
Triggers without overengineering.
Design minimum viable automation maps using trigger, condition, wait, action, stop condition, owner assignment, and review checkpoints.
02 / Pipeline Leak Map
Where broker revenue disappears.
Most lost broker opportunities do not disappear all at once. They leak out through slow first response, weak document chase, unclear handoffs, no renewal process, and referral partners who never hear from you again.
New Lead
A borrower submits interest, but no one contacts them quickly or consistently.
FIX: Speed-to-contact sequence
Missing Docs
The file stalls because bank statements, IDs, tax docs, or invoices are not collected.
FIX: Document chase workflow
Stalled Deal
The borrower stops replying and the CRM has no automatic rescue path.
FIX: 3 / 7 / 14 day revival
Funded Client
The client funds once, but no renewal, review, referral, or repeat-capital workflow exists.
FIX: Renewal watch system
Referral Partner
A partner sends one lead, then goes quiet because there is no nurture cadence.
FIX: Partner nurture machine
03 / Workflow Library
Build the workflows that protect revenue.
Use the GPT to create repeatable follow-up systems for the highest-value broker scenarios. Each workflow should include timing, message copy, CRM stage logic, automation rules, and stop conditions.
New Lead Follow-Up
Speed-to-contact sequence for fresh borrower or funding leads.
- Day 0 call / SMS / email
- Owner assignment
- No-response routing
Missing Documents
Borrower-facing reminders for incomplete files and document collection.
- Document checklist
- Reminder cadence
- Escalation rules
Stalled Deal Revival
Rescue path for borrowers who stopped replying mid-process.
- 3-day inactivity
- 7-day follow-up
- 14-day final attempt
Declined Reactivation
Safe reactivation for borrowers who may be worth reviewing later.
- 90-day check-in
- 180-day check-in
- 365-day review
Funded Renewals
Renewal reminders, referral asks, and post-funding retention workflows.
- 30 / 60 / 90 day timing
- Review request
- Repeat capital check-in
Referral Partner Nurture
Partner cadence for CPAs, consultants, agencies, ISOs, and referral sources.
- Monthly nurture
- Lead handoff
- Inactive partner revival
04 / Knowledge Stack
Upload-ready broker operating files.
The GPT gets stronger as you add structured knowledge. Start with the core operating files, then add workflow playbooks, messaging libraries, automation maps, and examples.
01
sla-standards.md
Core
02
pipeline-os.md
Core
03
crm-stages.md
Core
04
human-review.md
Safety
05
new-lead.md
Workflow
06
missing-docs.md
Workflow
07
stalled-deal.md
Workflow
08
swipe-file.md
Examples
05 / Actions Roadmap
Connect the GPT when the system is ready.
Start with no-authorization actions for low-risk utilities and intake. Then expand into API Key and OAuth actions for CRM, messaging, calendar, and document workflows.
No Authorization
Best for public utilities, non-sensitive intake, validation helpers, calculators, and template generators.
- Lead intake
- Workflow audit request
- Message safety validation
API Key
Best for backend workflows, secured webhooks, internal tools, CRM updates, and messaging systems.
- Bearer token APIs
- Custom header APIs
- Private webhook triggers
OAuth
Best when users connect their own CRM, email, calendar, or file tools with permission-based access.
- CRM records
- Calendar events
- Email drafts
ACTIONS.FILE_MAP
NO AUTH LAYER FIRST
actions/none/catalog.md → no-auth action master catalog
actions/none/lead-intake.md → consultation and workflow intake actions
actions/none/calculators.md → SLA, urgency, stale deal calculators
actions/none/templates.md → template and checklist generators
actions/none/validation.md → safety and workflow validation helpers
Broker-safe by default.
This system should help brokers move deals forward without making approval, qualification, eligibility, rate, term, or funding guarantee claims. Sensitive borrower-facing messages should be reviewed before sending.
Avoid
- “Guaranteed approval”
- “You qualify”
- “You are approved”
- “This lender will approve you”
- Rate, term, or eligibility promises
Use Instead
- “You may be a fit”
- “This looks worth reviewing”
- “A broker should review this”
- “Based on what you shared”
- “The next step is to complete your file”
06 / Deploy Machine
Turn the GPT into a broker ops hub.
Use this landing page as the current public front door. Then build the master site structure around knowledge files, actions docs, schemas, examples, prompts, and tool playbooks.