agency-loan-officer-assistant
CommunityComprehensive mortgage loan officer assistant.
Finance & Accounting#compliance#workflow-automation#pipeline-management#mortgage#trid#loan-officer#hmda
Authoranavvanzin
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Mortgage origination involves several teams, repetitive documentation, and tight regulatory timelines; this Skill automates borrower intake, pre-qualification, application support, processing, underwriting coordination, and closing logistics to reduce cycle times and errors.
Core Features & Use Cases
- End-to-end loan workflow support across residential, consumer, and commercial lending, including intake, document collection, and status tracking.
- Compliance-aware process guidance for TRID, HMDA, licensing, and data privacy to ensure audit-ready files.
- Proactive borrower communications and pipeline updates to improve borrower experience and lender throughput.
Quick Start
Initiate a new borrower intake for a residential purchase loan and generate the full 1003-ready document checklist.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: agency-loan-officer-assistant Download link: https://github.com/anavvanzin/Research/archive/main.zip#agency-loan-officer-assistant Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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