How Rocket Pro Navigate and Assist are reshaping the way brokers work, sell, and grow
AI That Works the Way Brokers Do
For years, independent mortgage brokers have been asked to do more with less — balancing client expectations, regulatory changes, and endless documentation, all while competing with retail giants armed with entire data-science teams.
At this year's Rocket Pro Experience (RPX) event, Rocket Pro introduced two breakthrough tools designed to level that playing field: Rocket Pro Navigate and Rocket Pro Assist.
Together, they're helping brokers move faster, sell smarter, and serve clients with a precision once reserved for national lenders.
"AI only matters when it drives broker success," said Dan Ngoyi, Senior Vice President of Client Experience Operations at Rocket Pro. "Every innovation we launch is built to make the next loan faster, more transparent, and more profitable for our partners."
Rocket Pro Navigate: The Broker's AI Workspace
Rocket Pro Navigate is an AI-powered workspace that can streamline every step of a broker's process. With four pre-loaded apps, it assists with everything from document analysis and scenario comparisons to client strategy, lead recommendations, and coaching; all within a secure platform that keeps brokers' data private and protected.
See it in action:
Since its launch, nearly 4,000 brokers have adopted Navigate, with 81% logging in via direct web access* — proof that the interface feels intuitive enough to make AI part of their everyday routine.
In the day-to-day: A broker uploads a borrower's W-2 and tax returns. Within seconds, Pro Navigate flags missing information, calculates income, and drafts a borrower summary email ready for review. Later, the broker compares Loan Estimates from three lenders — Navigate instantly surfaces rate and fee differences, equipping loan officers with the information they need to present the most competitive Rocket Mortgage option for the client.
Flexibility at Your Fingertips
Brokers have the power to tailor Pro Navigate, creating and deploying custom apps that support their workflow. Whether a broker builds a client follow-up workflow, automates document requests, or analyzes closed loans for opportunities, Pro Navigate adapts. And with data privacy built in, everything custom brokers create stays protected and under their control.
Lead Scanner: Turning Data into Deals
One of the featured Rocket Pro Navigate apps, Lead Scanner is a predictive discovery tool that helps brokers uncover new business opportunities from within their own database.
See it in action:
Lead Scanner reviews loan data, surfacing refinance opportunities or borrowers likely to re-enter the market. Then, Navigate can draft outreach emails and prepares updated rate scenarios.
That single workflow can generate new funded loans without new ad spend. It's AI not as a buzzword, but as a daily revenue driver.
Rocket Pro Assist: Support That Moves at Broker Speed
If Navigate is the workspace, Rocket Pro Assist is the nerve center. It gives brokers a single place to ask questions, get instant answers, open tickets, or connect live with Rocket Pro's frontline team — all without leaving the Rocket Pro broker portal.
See it in action:
In its first month, brokers logged over 15,000 chats and submitted nearly 3,000 Rocket Connect tickets* — completing in minutes what once took hours.
In the day-to-day: A broker working late on a complex VA file hits a question about residual income thresholds. Instead of waiting until morning, they type the scenario into Pro Assist. The AI instantly returns the correct guideline and required documentation list — letting the broker respond to the borrower the same night.
Pro Assist routes chats daily to live agents when necessary, ensuring speed never sacrifices accuracy. For brokers, it's not just support — it's an operational safety net that scales their service quality with every loan they touch.
The Bigger Picture: From Speed to Strategy
Together, Pro Navigate and Pro Assist represent a larger transformation: Rocket Pro isn't just digitizing tasks; it's reengineering the broker workflow around insight and accountability.
Every feature is designed to reduce friction, improve visibility, and give brokers more time to focus on what drives their business — building relationships and closing loans.
"This isn't about replacing people," Ngoyi said. "It's about giving brokers time back to do what they do best — build relationships, guide clients and close with confidence."
With Rocket Pro Navigate and Rocket Pro Assist, brokers finally have access to the kind of AI infrastructure that turns speed into strength, not just automating work, but amplifying it.
They're tools built not to disrupt, but to empower. And in the broker world, empowerment is everything.
Explore how brokers are using AI to grow smarter at
About Rocket Pro:
Rocket Pro is a division of Rocket Mortgage (
Disclaimers:
*Based on internal Rocket Mortgage data.
