AI-Powered Mortgage Rate Updates with Client Messaging
AI-Powered Mortgage Rate Updates with Client Messaging Keep your clients informed without the repetitive work. This workflow automatically pulls the latest mortgage rates, cleans the data, and uses AI to craft polished messages you can send directly to clients. Whether you want professional emails, quick SMS-style updates, or even CRM-ready messages, this setup saves time while making you look on top of the market. How it Works Daily Trigger – Runs on a schedule you choose (default: multiple times per day). Fetch Rates – Pulls the latest mortgage rates from Mortgage News Daily (you can swap to another source). Clean Data – Prepares and formats the raw rate data for messaging. AI Messaging – Uses Google AI Studio (Gemini) to generate text/email content that’s clear, professional, and client-ready. You can customize the prompt to adjust tone or style. Include variables (like client names or CRM fields) for personalized outreach. Send Updates – Delivers the AI-crafted message to Discord by default for you to copy and send to your clients or upload yto your bulk iMessage or email tool, but can be adapted for: Slack, Telegram, WhatsApp, or Gmail Why Use This Save hours** - No more copy-pasting rates into client messages. Look prepared** - Clients see you as proactive, not reactive. Customizable** - Use AI prompts to match your personal voice, include client-specific details, or change the delivery channel. Scalable** – Works for one agent or an entire brokerage team. With this workflow, by the time your client asks “what are rates today?”, they’ll already have a polished update waiting in their inbox or chat. 🚀. An n8n automation workflow template by Kaden Reese.
Kaden Reese
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