Mortgage Prompt Library
Start with free prompt examples and practical use cases, or purchase a standalone pack for recurring AUS, income, asset, credit, condition, and file-readiness work.
Can you buy only the prompts? Yes. Both paid prompt packs are standalone one-time purchases. No instrument, Operator System, or U/W GPT subscription is required.
Free mortgage prompts and use cases
Use when a new file arrives and you need an ordered risk and missing-information list.
Copyable prompt
Act as a mortgage file triage assistant. Review only the redacted facts I provide. Return: (1) the five highest-priority risks, (2) missing facts or documents, (3) questions for the loan officer or borrower, and (4) the next three actions in order. Separate facts from assumptions. If a conclusion depends on loan program, lender overlay, or current guidance, say what must be verified. Do not invent missing information. FILE FACTS: [paste redacted facts here].
Use to organize redacted DU or LPA findings before changing the file or escalating.
Copyable prompt
Help me troubleshoot these redacted AUS findings. Identify the exact messages that appear to be blocking approval, group possible causes into data-entry, credit, income, assets, property, and eligibility, then give a verification checklist. Quote or paraphrase only the findings I provide. Do not claim a fix will produce approval. Mark every item that requires current agency, investor, lender, or underwriter confirmation. AUS FINDINGS: [paste redacted findings]. FILE FACTS: [paste redacted facts].
Use before asking AI to analyze income, assets, credit, or eligibility from an incomplete question.
Copyable prompt
Before analyzing this mortgage question, list every missing fact that could materially change the answer. Group the missing facts by borrower, loan program, income, assets, credit, property, AUS, and lender overlays. Do not answer the underlying question yet. End with the shortest set of follow-up questions needed for a more reliable analysis. QUESTION AND REDACTED FACTS: [paste here].
Use when a condition is unclear and you need plain language plus a precise document request.
Copyable prompt
Translate the mortgage condition below into plain language. Return: what it is asking for, why it may have been requested, the minimum information that appears necessary, a concise borrower or third-party request, and what must be confirmed with the lender or underwriter. Do not invent the reason for the condition or promise it will be cleared. CONDITION: [paste the condition]. CONTEXT: [paste only relevant redacted facts].
Standalone prompt packs
Focused pack
$19
For professionals who mainly need stronger questions around redacted DU/LPA findings, file triage, condition decoding, pre-submission review, and escalation.
Complete library · Volume 1
$39 one-time
25 copy-paste AI workflows across 6 systems — the complete file-lifecycle operations manual for loan officers and processors. Free updates included.
What's inside
System 1 — File Intake & Structure
System 2 — Qualification Analysis
System 3 — Problem File Diagnostics
System 4 — Condition Control
System 5 — Change Control & Closing Protection
System 6 — Process to Close™
Prompt pack questions
Yes. The prompt packs are standalone one-time purchases. You do not need to buy an instrument, Operator System, or U/W GPT Assistant plan.
The public page includes expandable examples for file triage, AUS troubleshooting, missing-information checks, and condition decoding, each paired with a practical use case.
No. They are written as reusable professional prompt frameworks. Always follow the privacy, security, and acceptable-use rules of the AI service you choose.
No. Structured prompts can reduce ambiguity and encourage verification, but no prompt can guarantee a correct or complete response. Every material output must be independently verified.
No. Do not enter Social Security numbers, dates of birth, complete account numbers, passwords, or unnecessary borrower identifiers. Use only the minimum redacted facts required.
Prompt packs are downloadable resources. The separately purchased assistant provides account-based access for working through redacted mortgage questions. You can purchase either product without the other.
Compare assistant access
Mortgage Prompt Library