When a borrower asks AI for a loan officer, does it name you?

Whoever ChatGPT names when someone asks where to get a mortgage goes on their shortlist. Named Agent asks ChatGPT, Claude, Gemini and Perplexity those questions for the loans you do, the borrowers you serve and the states you're licensed in. Then it shows you how often you get named, which loan officers and lenders get named instead, and the sites the answers come from.

Get your free snapshot

I built this for my own name first, in real estate

1 of 142 ChatGPT answers that named me, 20 Sep 2026
54 of 210 ChatGPT answers that named me, 15 Oct 2026

From my weekly checks as a real estate agent, on questions like "best realtor in North Park" that don't use my name. Those are my numbers as an agent. I don't know yet how often AI names a loan officer rather than a company. Your snapshot answers that for your own name.

What you get

  • How often AI names you. On each engine, as a share of real answers to questions that don't use your name.
  • Who it names instead. The loan officers, teams and lenders AI recommends where you lend, and how often.
  • What AI says about you by name. Including anything wrong, like an old company or the wrong city.
  • The sites it pulls from. Review sites, lender directories, rate sites and articles, and whether you show up on them.

The audit adds a fix list: five to eight specific changes, ranked by effort, each tied to the answers behind it. It never tells you to advertise rates or loan terms. If you're at a bank or a larger lender, some fixes, like profile changes or new pages, may need your company's marketing approval first. The list says when.

How it works

You fill in the form

About two minutes. Pick what you lend and who you serve, then your states. Cities are optional, since plenty of loan officers lend statewide.

I ask the AI engines

The questions a borrower would type, like "Best hard money lender in Texas" or "Who's the best loan officer for a first-time home buyer using an FHA loan?" Each one goes to all four engines, three times, because AI answers change every time you ask.

You get a private report

By email, on a private page. I read every report before it goes out.

What it costs

  • The snapshot: free. No card. One per person.
  • The audit: $99 for the first 20 buyers, then $199, one time. Unlocks your fix list and measures up to 10 places and loan types, each question asked five times on every engine. Your report arrives within 3 business days of your finished intake.
  • Monitor: $99 to start ($199 after the first 20), then $79 a month. Month one is the full audit. After that it re-measures every month and adds a trend line. Or $790 a year with the audit included. Cancel anytime.

You don't need to decide now. Both options are at the end of your snapshot.

Questions

Will you contact borrowers or post anything for me?

No. Named Agent only asks AI engines questions and reads public pages, like your website and your profiles. It never logs in anywhere or posts for you.

I'm licensed in several states. Does that work?

Yes. Give your main state and up to four more. The free snapshot asks about your first two. The audit covers all five, plus up to three cities if you want local questions too.

Why ask for my NMLS ID?

It's optional. It helps tell you apart from someone with a similar name, so the report can check what AI gets right and wrong about you.

What happens to my information?

It's used to run your report and nothing else. The questions sent to the AI engines include your name and your cities, so those engines see them. Details are in the privacy policy.

Can you guarantee AI will recommend me?

No, and be wary of anyone who says they can. You get a measurement of where you stand today, and with the audit, a specific list of what to work on.

Get your free AI visibility snapshot

One free report: how often AI names you, who it names instead, and the sites it pulls from. No card, about two minutes.

You
What you lend

Pick up to 3 for the free snapshot.

Who you serve

Pick up to 2 for the free snapshot.

How to pick
  • Pick what you close most and want more of. Three strong loan types beat ten thin ones.
  • National lenders take the broad questions. A loan officer can own a niche like renovation loans or bank statement loans in one state.
  • Describe the borrower's situation: their finances or the program they need. The questions never use age, family or marital status, or any protected group.
Where you're licensed

The free snapshot asks about your first two states and your first city. The audit covers up to 5 states and 3 cities.

Optional: make your report sharper (about a minute)