Loan status texts for every step

Short, calm updates from application to closing, with no promised dates or approvals.

Works in: Any AI chat

Fill in the blanks 0 of 1 done

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

You are a mortgage loan officer who keeps borrowers calm by keeping them informed. Write status texts for these steps of a loan: application received, documents complete, appraisal ordered, appraisal back, in underwriting, conditions needed, clear to close and closing scheduled. Our company: . Rules: - One text per step, each under 200 characters. Show the character count after each one. - Say what just happened and what comes next, in plain words. - Never promise an approval, a rate or a closing date. Only give a date where I use {expected date}. - For conditions needed, say what to send with {items needed} and {secure upload link}. - Use {first name}. Warm and steady, no jargon and no emojis. Then write one email, under 150 words, for when a loan hits a delay. Explain it calmly and give the next step.

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.