For small-business loan brokers

Automate the busywork.
Keep the decisions human.

BrokerFlow AI is your Loan Broker Automation Architect — a Custom GPT that captures borrower intake, builds document checklists, fires internal alerts, and routes every funding decision to a real person on your team.

Open the GPT See how it works

No approvals by AI. Ever. A human always decides funding.

Built on the same registry-and-workflow patterns powering Moonshine Capital & Distilled Funding.

Everything a broker needs at intake

Six things the GPT handles so you can focus on closing.

📥

Borrower Intake

Turns a conversation into clean, structured deal data — ready for review.

📄

Document Checklists

Generates the right document list and requests what's missing via secure links.

🔔

Internal Alerts

Notifies your team and creates review tasks at every decision point.

🔁

Smart Follow-ups

Launches pre-approved borrower, partner, and renewal sequences.

🧮

Built-in Calculators

Estimates time saved, automation ROI, and internal triage readiness.

🛡️

Human-Reviewed

Routes every funding decision to a person — no AI approvals, ever.

How it works

  1. 1

    Chat

    You or a borrower share the details in plain language.

  2. 2

    Capture

    The GPT structures the data and calls a secure Action.

  3. 3

    Automate

    A workflow creates records, alerts, and reminders.

  4. 4

    Review

    A human review task is created automatically.

  5. 5

    Decide

    A broker makes the funding call — always.

How much time could you save?

A rough estimate — adjust the inputs to your business.

8.0 hrs/week saved

≈ 400 hours per year

Rough estimate for illustration only.

Frequently asked questions

Does the AI approve or decline loans?

No. The GPT never approves, declines, qualifies, or guarantees funding. It captures and routes everything to a human who makes the decision.

Is my borrowers' sensitive data safe?

Raw documents never pass through the GPT. It uses secure upload links and metadata only, and routes sensitive handling to human-controlled tools.

What tools does it connect to?

It connects to your workflows in n8n, Zapier, or Make, which can update your CRM, send alerts, and schedule reminders.

Do I need to code?

No. The GPT and its Actions are configured from ready-made schemas and templates. You connect a webhook and go.

Start capturing cleaner deals today

Open the Loan Broker Automation Architect GPT and let it handle the busywork.

Open the GPT