Industry
A playbook for mortgage, written for this vertical rather than copied from a neighbour.
Baseline your vertical prompts before you commit to a retainer.
Free AI Visibility CheckBuyer language
Follow-ups
Citation map
Lender comparison sites, broker directories, and housing publishers.
Primary risk
A quoted rate or payment that is no longer true.
Asset to build
Process pages with licensing, documents, and a pointer to today’s rate sheet.
Engine angle
In Mortgage, assistants blend Lender comparison sites, broker directories, and housing publishers. We prioritise Process pages with licensing, documents, and a pointer to today’s rate sheet. so the cited paragraph matches what you can defend in a sales call.
Operating plan
Week 1
01Baseline
Approve prompts in the buyer’s words, including “How does this loan type work here, and what will the lender ask for?” Fix name and address drift on Lender comparison sites, broker directories, and housing publishers.
Week 2
02Asset
Evergreen process content, dated rate content
Week 3
03Proof
Licence entities per officer
Week 4
04Report
Compliance review on every public number
Compliance note
Rate, APR, and approval language is drafted for your compliance team. National averages from third-party sites are not repeated as your offer.
Ship log
Evergreen process content, dated rate content
Logged against the prompt it is meant to answer
Licence entities per officer
Logged against the prompt it is meant to answer
Compliance review on every public number
Logged against the prompt it is meant to answer
FAQ
Start with a complimentary AI Visibility Check, or commission a $997 audit if you already know this is a priority.