AI that puts brokers first
IN Partnership with
Rocket Pro’s new AI tools, Navigate and Assist, are designed to save you time, reduce busywork, and help you focus on what matters most: your client relationships
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Technology is steadily changing how the mortgage process works, from back-end systems to client-facing solutions. Rocket Pro believes technology should remove obstacles, not create them, so you can focus on what matters. Any tool worth taking up should put time back where it belongs: broker−client relationships.
“AI isn’t about taking the broker out of the picture. It’s about giving brokers more time for what really counts: building relationships and advocating for clients in their communities,” says Dan Sogorka, general manager at Rocket Pro.
What does this mean for you? As technology manages routine tasks, you’re able to focus on understanding client needs and guiding them through important decisions. New AI solutions, like those from Rocket Pro, are emerging to help minimize the time spent on paperwork and repetition.
Rocket Pro is a division of Rocket Mortgage (NMLSConsumerAccess.org #3030) and a part of Rocket Companies, Inc. (NYSE: RKT). It works exclusively with mortgage brokers, community banks, and credit unions. Rocket Pro’s partners provide the face-to-face service their clients desire, while tapping into the technology, expertise and award-winning process from Rocket Mortgage. The partner loan officer creates, and maintains, the relationship with the client. Rocket Mortgage approves, underwrites, processes, and closes the loan in its name – or sells the loan to Rocket after the mortgage closes if it was originated as a correspondent loan. For more information, visit RocketPro.com
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“AI isn’t about taking the broker out of the picture. It’s about giving brokers more time for what really counts: building relationships and advocating for clients in their communities”
Dan Sogorka,
Rocket Pro
“Partners who use Navigate enjoy getting time back for more meaningful work,” says Sogorka. “By streamlining tasks and simplifying processes, it’s not just saving time − it’s helping brokers focus on what matters most: growing their business. We’re rolling it out to our partners first and will expand it soon, because this technology has the power to benefit the entire broker community.”
Rocket Pro partners can start exploring Navigate at navigate.rocketpro.com
Rocket Pro Assist: answers and support,
exactly when you need them Rocket Pro Assist provides real-time support and answers. Instead of waiting or searching, you get the information you need, right when you need it, all within your existing workflow.
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Published Oct 20, 2025
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MORTGAGE INDUSTRY
BEST IN MORTGAGE
SPECIALTY
TV
resources
US
CA
AU
NZ
UK
News
MORTGAGE INDUSTRY
BEST IN MORTGAGE
SPECIALTY
TV
resources
US
CA
AU
NZ
UK
Newsletter
About us
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Copyright © 1996-2025 KM Business Information US, Inc.
“We’re focused on giving brokers what they need to excel: smarter workflows, better follow-up, and real-time support to help them compete and deliver unmatched service”
Dan Sogorka,
Rocket Pro
Smarter tech, not just faster processing These AI tools aren’t replacing your expertise. Instead, they can handle the repetitive parts of your workflow. This means your expertise and client relationships can take center stage in every transaction.
Developed using Rocket Mortgage’s decades of expertise and broker feedback, Navigate and Assist benefit from deep industry experience and are built to keep brokers and client relationships at the center.
Rocket Pro Navigate: turning answers into action Navigate is not just a quick-answer tool. It is designed exclusively for loan officers to take action in every step of their daily workflows. Unlike other AI tools, Navigate turns insights into actionable steps, so you can move deals forward, communicate faster, and spend less time in your inbox.
Key features include:
Sales roleplaying: Practice real objection handling and prepare for calls with instant scripts.
Lead scanner: Quickly identify your best opportunities and send personalized messages.
Document analyzer: Upload paystubs, tax returns, or competitor loan estimates and get key details pulled for you to create quick, client-ready responses.
Client notes: Upload your notes or transcripts to automatically generate follow-up checklists.
With Rocket Pro Assist, brokers can:
Quickly resolve questions about guidelines, loans status, or closing requirements.
Get instant Pathfinder guideline recommendations.
Connect with a live expert through the portal.
This support system integrates with Pathfinder, Rocket Connect, and live chat so partners get all the help they need in one place. You spend less time searching for information and more time helping your clients.
AI that stays in the background, so brokers can succeed Rocket Pro’s goal is clear: let technology handle routine tasks so you can focus on building relationships and delivering results. When repetitive and time-consuming work is handled by technology, you have more freedom to guide and support your clients.
“We’re focused on giving brokers what they need to excel: smarter workflows, better follow-up, and real-time support to help them compete and deliver unmatched service,” says Sogorka.
AI is here to stay, and so are brokers As AI continues to shape the mortgage industry, Rocket Pro’s approach keeps brokers at the center of every loan. Tools like Navigate and Assist are designed to help you manage your workload, grow your business, and provide the service your clients expect.
Copyright © 1996-2025 KM Business Information US, Inc.
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