Role
Product Designer
UX Designer
UX Researcher
Prompt Designer
Tools
Timeline
Team
Rocket Pro
What is Rocket Pro?
Rocket Pro is a division of Rocket Mortgage that focuses on partnering with real estate professionals and independent mortgage brokers. It provides them with tools, resources, and support to help their clients achieve homeownership. Rocket Pro aims to streamline the mortgage process and empower brokers with technology and training.
Rocket Pro Navigate
Released on October 1st, 2025, Rocket Pro Navigate is a custom large language model designed for the mortgage industry. 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.
Understanding Custom Apps
One of the most powerful features on Navigate is its custom apps capability. These custom apps are some of the best resources when it comes to providing specialized help. Similar to ChatGPT's custom GPTs, Navigate allows for the creation of custom apps.
Task Overview
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.
Sales Coach App
I immediately noticed that there were three ideas that were fairly similar in its purpose.
These three ideas: sales play, loan officer to client roleplay, and objection handling assistance are all meant to be active training that would boost a mortgage broker’s knowledge and confidence. With this realization, I pitched merging the ideas into a single ‘Sales Coach’ app, which my product manager was really excited about.
Visualizing the Mortgage Broker Experience
While not a mortgage broker myself, I understood the feeling of being unprepared. I leveraged this empathy to create several user journey flows that helped me better understand the user’s pain points.
Problem
Mortgage brokers, especially inexperienced ones, can feel unconfident due to a lack of structured training, negatively impacting their performance.
Benefits of a Sales Coach
While not a mortgage broker myself, I understood the feeling of being unprepared. I leveraged this empathy to create several user journey flows that helped me better understand the user’s pain points.
This research highlighted a potential problem: mortgage brokers, especially inexperienced ones, can feel unconfident due to a lack of structured training, which negatively impacts their performance.
Rocket Pro Navigate VS. Traditional Sales Coach
There are many reasons as to why a mortgage broker would seek the assistance of Navigate's Sales Coach over a traditional sales coach.
Zero-shot prompting
Creating the prompt for sales play and objection responses were fairly straightforward because it was never necessary for the user to give Navigate examples of how to solve the new task. The flow was simple: the user would give their prompt and then Navigate would reply.
Understanding conversation
However, when it came to roleplay scenarios, there were a lot more to keep track of because of the nature of the scenario. This was because rather than the typical prompt-response format, it’s now a two-way dialogue. Conversations can take so many different turns and the prompt has to reflect that.
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
For company privacy reasons, I'm not allowed to share the prompt but, I do have screenshots of some of my iterations for the prompt and how a conversation would play out.
Impact & Outcome
As of October 1st, 2025, Rocket Pro Navigate launched with sales roleplaying and objections training as one of the premade custom apps. 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 streamline their workflow and boost confidence of mortgage brokers everywhere!
