Guide borrowers through refinance evaluation
mortgage-loan-officerskillsetup L2★3,035
davepoon/buildwithclaude ↗What it does
Guide borrowers through refinance evaluation with data collection and qualification analysis
Best for
Automating mortgage pre-qualification interviews with statement OCR and FHA Streamline/VA IRRRL eligibility detection
Inputs
- · borrower info (credit, DTI, LTV)
- · uploaded mortgage statement
Outputs
- · extracted loan scenario
- · qualification evaluation
- · refinance recommendation
Requires
- · mortgage plugin
- · mortgage statement parser
Preconditions
Borrower demographic data collected; loan type auto-detected
Failure modes
- · unsupported loan type (error)
- · statement parsing error (manual entry fallback)
Trust signals
- · loan type auto-detection
- · statement field extraction
- · underwriting guideline validation