of 5— Open ChatGPT and a blank Google Doc side by side

What you'll accomplish

By the end of this guide, you'll have a personal borrower communication template bank — a Google Doc or Word file with 10-15 ready-to-use AI-generated email templates for every stage of the loan process. You'll fill in [BRACKETS] and send — no more blank-page paralysis for routine borrower emails.

What you'll need

ChatGPT or Claude account (free tier works)
Google Docs or Microsoft Word for storing templates
Time needed: 30 minutes to build; 2-3 minutes per email to use
Cost: Free

How-To Guide: Build a Borrower Communication Template Bank

Step 1: Open ChatGPT and a blank Google Doc side by side

Open chatgpt.com in one browser tab. Open a new Google Doc (docs.google.com) in another. Title the doc "Loan Processor Email Templates — [Your Name]."