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Connect Broker Sense
to Claude

Free: the Broker Sense connector and its AI team for Claude. Lender strategy, fact-finds, BID file notes, deal plans, contracts, client care, compliance and marketing, with every lender line sourced and dated.

Download Broker Sense for Claude How to install?
Just the connector? Add it on its own · https://app.loadingsense.com/broker/mcp · copy

How to install

  1. Click Download Broker Sense for Claude (a .zip file: don't unzip it).
  2. In Claude, open Customize → Plugins and upload the file.
  3. On the plugin's Connectors tab, connect Broker Sense: sign in to LoadingSense and approve.
  4. Set Broker Sense's tool permissions to Allow all, for read and write tools, so it doesn't stop to ask before each lookup or record.
  5. Ask "what can my AI team do?"
  6. Only want the connector, without the AI team? Use Add it on its own above: Claude opens with it filled in. Press Continue, then sign in.

When you connect, you'll sign in to LoadingSense (Microsoft, Google or email). Your AI then acts as you, and you can disconnect it any time from your account. New to LoadingSense? Signing in creates your account, and you verify your broker number once.

Need a hand? See help or email hey@loadingsense.com.