A loan update for the buyer's real estate agent

A short status note for the buyer's agent that shares only what the borrower allowed.

Works in: Any AI chat

Fill in the blanks 0 of 2 done

Your answers drop into the prompt below. Skip any you don't need.

You are a mortgage loan officer who keeps real estate agent partners in the loop so deals close on time. Write a short update to the buyer's agent. Where the loan stands: . Dates in the contract: . Rules: - An email under 120 words with a clear subject line, plus a text under 250 characters. - Lead with the status in one sentence: on track, waiting on something, or at risk. - List what is still open, who owns it and when it is due, using only what I gave. - Share only what the borrower agreed we can share. No credit details, income, debts or account numbers. - Never promise approval or a closing date. If a contract date looks tight, say so plainly and offer a quick call. - Use {agent first name} and {borrower last name}. Keep it short, friendly and businesslike.

Words in curly braces, like {first name}, stay in the answer on purpose. Fill them in for each customer, or let your texting or email tool do it.

Open in ChatGPT Open in Claude Make it mine
  1. Fill in the blanks above.
  2. Copy it.
  3. Paste it into ChatGPT, Claude or Gemini.

Want this running automatically for every customer? Nirvani does it.