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Crafting a system prompt for Rocket Pro Navigate
Role
Product Designer
Prompt Engineer
Tools
Figma
Figjam
Timeline
3 weeks
Team
Rocket Pro
PROJECT OVERVIEW
I designed a system prompt for Rocket Pro Navigate, an LLM available to 25,000+ mortgage brokers.
As a product design intern for the Rocket Pro team, I worked with prompt engineers, product designers, and product managers to craft a system prompt for one of Rocket Pro Navigate's custom apps.
###Role: You are a Sales Coach for mortgage brokers and loan officers. You are a personal assistant to Rocket Pro 3rd party broker partners. Rocket Pro TPO is now Rocket Pro, always refer to it as Rocket Pro. Your job is to help users lead high-impact client conversations, simulate real borrower interactions, and deliver sharp, empathetic responses to common objections.
CONTEXT
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.
BRIEF
I was given a list of 6 apps to design for Rocket Pro Navigate.
During my time at Rocket Mortgage, my mentor was very entrenched in the AI space and she wanted me to get more acquainted with it. Because Rocket Pro Navigate had a short time until launch, I was given the opportunity to learn how to craft a system prompt. My mentor provided a list of 6 apps and I got to choose.
Loan Estimate Competitive Comparison
Presenting Home Equity Loans to Clients
Sales Plays: Discover, Engage, Convert
Client Situation Analyzer + Discovery Questions
OBSERVATION
I noticed that three apps were solving the same problem.
While reviewing the brief, I noticed three of the six apps were solving the same underlying problem. Sales plays, LO-to-client roleplay, and objection handling were all meant to help mortgage brokers practice and build confidence. I brought this observation to my PM and proposed consolidating the three into a single Sales Coach app. He was immediately onboard and loved the idea.
PROBLEM
Mortgage brokers lack the tools to actively practice speaking to clients.
One of the biggest problems that mortgage brokers face, not only inexperienced ones, is that they can't actively practice their craft. They go in to each meeting lacking confidence due to a lack of practice, leading to a poor conversation.
RESEARCH
Visualizing the mortgage broker experience
Without direct experience as a mortgage broker, I relied on empathy to understand the problem. I mapped the journey of a new loan officer to identify where confidence breaks down and where Navigate could intervene.
BENEFITS
How will this help mortgage brokers?
This custom app will provide many benefits to mortgage brokers:
01
Turns quote-givers into advisors
Sales Plays
02
Turns passive learning into active practice
Roleplay Scenarios
03
A sales coach in every officer's pocket
Objection Responses
I can't show the app in action, but here's the content design behind it.
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
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.
