Build your newsletter before you build the email.
Save your profile once, choose the audience, decide what lending content you want, and generate one detailed AI prompt that can produce a polished HTML newsletter.
1. Your saved profile
Fill this out once. You can update it anytime.
2. This month's edition
Tell the AI who this is for and what the newsletter should accomplish.
3. What should be in it?
For each section: give AI your details, let AI research/develop it, or skip it.
Personal note / opener
Your story, observation, seasonal note, or theme.
Mortgage rates / rate movement
Provide compliant details or ask AI to research current national market data.
Loan strategy / program spotlight
FHA, VA, renovation, buydowns, HELOC, investor financing, refinance strategy, etc.
Featured house / listing
Connect a real listing to a financing conversation.
Local housing market snapshot
Inventory, prices, concessions, buyer leverage, days on market, etc.
Client win / real story
A true financing or real-estate scenario. AI may polish, but never invent.
Local pick / community item
Event, restaurant, seasonal idea, community feature, etc.
Upcoming event / invitation
Happy hour, class, webinar, client event, agent event, open house, etc.
Primary call to action
What should readers do next?
Anything else?
Add any additional section or instruction.
4. Build your prompt
Click Build. Your exact notes should appear inside the generated prompt below.
Your finished prompt will appear here.