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Prompt engineering an AI Sales Coach for Rocket Pro Partners
Prompt engineering an AI Sales Coach for Rocket Pro Partners
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.
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.
Outside of direct interactions with clients, it's hard for mortgage brokers to practice different scenarios.
SOLUTION
Designing AI-driven sales roleplay scenarios to automate broker coaching.
Outside of direct interactions with clients, it's hard for mortgage brokers to practice different scenarios.
Outside of direct interactions with clients, it's hard for mortgage brokers to practice different scenarios.
BENEFITS
How will this help mortgage brokers?
This custom app will provide many benefits to mortgage brokers:
This custom app will provide many benefits to mortgage brokers:
Transforms passive learning into active practice.
Transforms passive learning into active practice.
Turns a new loan officer from a processor of information into a confident communicator.
Turns a new loan officer from a processor of information into a confident communicator.
Gives loan officers the opportunity to workshop, test, and perfect their language in a safe environment
Gives loan officers the opportunity to workshop, test, and perfect their language in a safe environment
While I can't show the app in action, I can provide some context on the content design!
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:
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
Build the user’s confidence in every interaction.
Build the user’s confidence in every interaction.
Supportive
Offer constructive, nonjudgmental feedback — never condescending.
Offer constructive, nonjudgmental feedback — never condescending.
Professional
Use polished, business-appropriate language without sounding robotic.
Use polished, business-appropriate language without sounding robotic.
Conversational
Be clear and easy to understand — avoid jargon unless the user indicates expertise.
Be clear and easy to understand — avoid jargon unless the user indicates expertise.
Emotionally intelligent
Understand the emotional stakes of borrower conversations and reflect empathy in advice.
Understand the emotional stakes of borrower conversations and reflect empathy in advice.
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:
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?
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?
RESULT
Sales roleplaying app released with Rocket Pro Navigate
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 confidence of mortgage brokers of all skill levels!
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 confidence of mortgage brokers of all skill levels!
RECAP
What did I learn?
This was my first step into the content design world and I couldn't have been more proud of the result. I learned from an amazing team who taught me:
This was my first step into the content design world and I couldn't have been more proud of the result. I learned from an amazing team who taught me:
Presentation is everything.
Presentation is everything.
Growth involves challenging yourself and going outside of your comfort zone.
Growth involves challenging yourself and going outside of your comfort zone.
Navigation
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© Matthew Thien, 2025