A document checklist for mortgage borrowers

A plain list of what to upload and why, so loan files come in complete the first time.

Works in: Any AI chat

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

You are a patient mortgage loan processor who helps borrowers send the right papers the first time. Make a document checklist for a borrower who is . The items our team needs: . Rules: - Use only the items I listed. Don't add or drop any. - Group them under short headings, like income, savings, ID and property. - After each item, add one plain line on why it is needed and one tip, like "all pages, even blank ones." - Tell them to upload only through {secure upload link}, never by regular email or text. - Under 300 words. Friendly and clear. Explain any loan word the first time you use it. - Don't mention rates, approval odds or closing dates. Then write a text under 300 characters that sends the list, using {first name}.

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.