Rocket Pro unveils a package of broker-focused initiatives at its Rocket Pro Experience (RPX) this week in Detroit, Michigan. That includes a custom large language model designed for the mortgage industry, new customer support tools, and a consumer-facing broker directory.
Rocket Pro General Manager Daniel Sogorka told NMP that the announcements are meant to reassure broker partners and equip them with technology “trained for mortgage” after more than a year of development.
The first release, called partner promises, is a set of 10 commitments. “Number one is it’s your business who you do business with. Even if that’s not us, we’ll support you. We’ll never tie you down. Your terms, your choices,” Sogorka said. A second: “Your clients are your clients. We don’t poach. We firewalled our retail and wholesale channels. So there’s never any crossover.”
Rocket will also debut a broker manifesto, a video montage featuring real brokers. “It’s kind of our love letter to the broker and what they do, the importance of community and rallies around a vision of empowerment and innovation,” Sogorka said.
Rocket Pro Navigate
The centerpiece is Rocket Pro Navigate, described by Sogorka as “our custom mortgage broker-specific large language model available right inside the Rocket Pro portal.”
The toolset includes:
- A sales coach for role play, objection handling, and call prep;
- Lead Scanner, which scans uploaded client or prospect lists and will later implement “auto-generated" personalized texts and emails;
- Document Analyzer, which compares loan estimates, pay stubs and tax returns and then drafts client-ready explanations;
- A notes function to process call transcripts and generate follow-up communications.
“You walk into a partner’s office and you just say, hey, let’s log into the portal, upload your last 200 deals. We’ll tell you exactly who’s in the money for what type of product and what you should say. And it’s all built with their contact info and click here and it fires away,” Sogorka said.
The ChatGPT-like tool is designed specifically for the mortgage industry, Sogorka said: “Totally customized and trained for mortgage...We’ve been training this thing for 16 months and it’s pretty mind blowing.”
A Rocket Companies spokesperson clarified that "texting from the news AI tools will not be available at launch, but will be a fast follow."
Rocket Pro Assist
The company will also launch Rocket Pro Assist, an AI-powered support suite that will sit in front of Pathfinder, Live Chat and Rocket Connect.
“This AI suite kind of front ends that and transforms how our partners engage with us for assistance,” Sogorka said. “So think about loan guideline questions, qualification questions, status, where’s my appraisal, where’s my title. Has an underwriter been assigned yet, right? All these things today that typically they come in and either chat or speak with the human, this will all be enabled by the AI support agent.”
Asked about integration between the two systems, Sogorka explained: “Think about Rocket Pro Navigate as kind of like a front end, grow your business, top of funnel [tool]. And then Rocket Pro Assist is [when] I’m in the process of a loan, how do I get my help?”
Broker Directory
Rocket also plans to launch brokernearme.com, a standalone site that will connect consumers to local brokers. “As consumers come in and enter in their address and any special things they might be looking for, we will match them with a local broker based on that broker’s skillset,” Sogorka said. “You can’t pay to be a higher person on the ranking or, if you’re in Phoenix, you can’t buy the San Diego market.”
Over time, he said, the platform may include client-satisfaction ratings. But “out of the gate, it’ll literally [provide] three people that are in your market that do the type of loans you’re interested in, and are active, and have done them recently.”
Millions Invested
Sogorka said Rocket has invested heavily in the new platform. “We’ve spent many, many millions of dollars on this,” he said, noting that the Navigate system builds on the company’s Navigator product announced in late 2024.
Broker input shaped the development, he added. “We do a lot of, I would say, partner communication, partner listening. We meet with almost all of our partners on a consistent basis and really take feedback,” Sogorka said. Pilot testing was conducted with large, medium and small partners.
Retention was a major focus. “[Lead Scanner] is a tool that we use on the servicing side, right? And you know we have best-in-class retention. So now we’re going to our brokers. We’re giving them data tools that show them what their retention rate is,” he said. “So build that whole playbook so that they can grow their retention rate.”
