6m read
693 words
Role
Product Designer
UX Designer
UX Researcher
Prompt Designer
Tools
Figma
Figjam
Timeline
3 weeks
Team
Rocket Pro
Rocket Pro Navigate
Released on October 1st, 2025, Rocket Pro Navigate is a custom large language model designed to assist 25,000+ mortgage brokers. This technology is meant to help brokers with general day-to-day tasks, answer common questions while also providing specific custom apps that are tailored to key business functions.
PROBLEM
Mortgage brokers lack the tools to actively practice speaking to clients.
Outside of direct interactions with clients, it's hard for mortgage brokers to practice different scenarios.
TASK OVERVIEW
Provide support to mortgage brokers with AI
As part of the Navigate experience, Rocket Pro wanted to add premade custom apps that can assist mortgage brokers with a variety of tasks.
My task was to not only understand the different apps that are going to be made, but also create the prompt for them. My PM and mentor shared with me a rough outline of several custom apps and I immediately got started brainstorming different ways to tackle the problem.
SOLUTION
Designing AI-driven sales roleplay scenarios to automate broker coaching.
I designed an AI-powered roleplay tool that lets brokers practice real sales scenarios on demand, without needing a real client.
BENEFITS
How will this help mortgage brokers?
This custom app will provide many benefits to mortgage brokers:
TONE & LANGUAGE
Ensuring positivity
To ensure a productive learning environment, the LLM's persona was carefully designed. These are some of the many ways to describe the LLM's tone:
Empowering
Supportive
Professional
Conversational
Emotionally intelligent
DIALOGUE
Understanding conversation
Rather than the typical prompt-response format, it’s a two-way dialogue between the mortgage broker and a fictional client. Conversations can take so many different turns and the prompt has to account for some of these key questions:
What if the user wants to end the conversation to prompt again?
How should the AI respond if the user's answer is not a direct response to the last statement?
How should the AI prompt the user for their next action?
What is the prospect's background and emotional state?
FINAL DESIGN
Rocket Pro Navigate: Sales Coaching App
These were some of the most highly anticipated apps that came out of Rocket Pro Navigate and my prompt was a major contributor in their development. The feature is expected to boost the confidence of mortgage brokers of all skill levels. I attached some screenshots to provide more context on how a typical conversation would play out.
NEXT STEPS
How do we know if Rocket Pro Navigate works?
The job is never finished. Here is the next step I would take if I had more time with this project:
Measure effectiveness of Rocket Pro Navigate: Sales Coach with KPIs
Measure whether Navigate reduces time-to-confidence for new loan officers. Key signals would include session frequency in the first 30 days, whether brokers who complete three or more roleplay sessions before their first client call convert at a higher rate, and whether Navigate usage correlates with faster ramp time compared to brokers who don't use it.
