Rocket Pro broker outreach prep agent
Rocket Pro uses Agentforce to prioritize mortgage brokers, summarize account context, and draft AE outreach.
Author: Salesforce
What was done
Rocket Pro embedded agentic outreach support in Agentforce Sales so account executives can prioritize high-intent mortgage brokers and prepare outreach without jumping across reports, email, voicemail, CRM, partner portals, and market sources. Launch List ranks brokers from behavioral and market signals, Pro IQ builds pre-call briefings, and the Outreach Prep Agent answers account-strategy questions and drafts emails or texts for AE review. Data 360, MuleSoft, Amazon S3, and Rocket's MCP server bring together CRM, portal, rate-sheet, market-share, and scouting signals. Salesforce reports the pilot increased broker registration completion by 7% and targets cutting daily outreach prep from up to an hour to under five minutes.