You're spending hours building rate comparison sheets, assembling pre-approval packets for multiple lenders, and chasing down missing documents. Cowork handles the assembly work so you can focus on closing loans and advising borrowers.
Powered by Claude Cowork. Set up by NYC Claw.
Your time goes to document assembly instead of client advising.
Pulling rates from multiple lenders, formatting comparison sheets, and explaining the differences to borrowers. Every client wants options. Building those comparison docs by hand means less time actually advising clients.
Gathering income docs, employment verification, credit pulls, and asset statements into a formatted packet for each lender. The requirements are similar across lenders but the formats differ. You're assembling the same puzzle with slightly different pieces, over and over.
Borrowers go quiet. Rate locks expire. Documents need updating. Keeping track of who needs what, when, across 30+ active files is a full-time job on its own. Missed follow-ups cost deals.
RESPA disclosures, state licensing requirements, fair lending documentation, HMDA reporting. Regulators add requirements faster than you can update your processes. One missed disclosure can trigger an audit.
These are real workflows we build and configure for mortgage brokerages.
Cowork pulls rate data from your lender sheets or exports, builds side-by-side comparison tables (rate, APR, points, closing costs, monthly payment), and formats them as client-ready PDFs. Each comparison includes a plain-language summary explaining which option fits the borrower's situation. Updated rates mean updated docs in minutes, not hours.
Give Cowork your borrower's documents and the target lender's requirements. It organizes everything into the correct format, flags missing items, and generates the cover sheet with borrower details and loan parameters. When you're submitting to three lenders at once, Cowork builds three properly formatted packets from the same source documents.
Cowork drafts follow-up emails based on where each borrower sits in the pipeline. Missing documents, rate lock deadlines, application status updates, closing date reminders. Set this up as a scheduled task and Cowork generates your follow-up list every morning with ready-to-send drafts.
Build a custom skill that generates required disclosures based on loan type, state, and borrower profile. Cowork populates the correct forms, checks for completeness, and flags anything that needs manual review. RESPA disclosures, state-specific notices, and fair lending documentation produced consistently every time.
Cowork generates weekly market update reports for your referral network: real estate agents, financial planners, CPAs. Rate trends, program changes, market conditions. Each report positions you as the informed broker your partners want to work with. Scheduled to run automatically every Monday.
Every setup is configured for your brokerage's specific lender relationships, document standards, and tools.
Your lender relationships, your compliance requirements, your client communication style. We configure Cowork around how your brokerage already runs.
Skills for rate comparison formatting with your branding, pre-approval packet assembly per lender's requirements, compliance disclosure generation by state and loan type, and referral partner update templates. Your team runs a single command and gets output that matches your brokerage's standards.
Cowork includes the official /sales plugin from Anthropic for client relationship management. We configure it alongside custom plugins for mortgage-specific workflows like loan comparison analysis and pipeline tracking.
We connect Cowork to Microsoft 365 for email and document sharing, Slack for team communication, Google Drive for document storage, and HubSpot or Salesforce for your CRM. Cowork reads borrower files and lender data from where you already store them.
Weekly market update reports for referral partners, daily follow-up task lists with draft emails, monthly compliance audit checklists, and rate sheet processing when new lender data arrives.
Already using NYC Claw for your brokerage? See our mortgage broker setup page for the full picture.
Configuration without training is wasted setup. We run hands-on training sessions where your loan officers and processors practice on real borrower scenarios: rate comparisons, pre-approval packets, follow-up sequences, compliance docs.
Remote sessions work for most teams. For brokerages in NYC, we offer in-person training at your office. Either way, your team leaves knowing how to build rate sheets, assemble packets, and run follow-ups without us.
Book a free 15-minute call. We'll walk through your brokerage's specific workflows and show you exactly what Cowork can handle.
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