What problem does it solve? Loan officers juggle complex pipelines where missed TRID deadlines, expired documents, and untracked underwriting conditions cause compliance violations and delayed closings. This Skill provides structured workflows, checklists, and communication templates to keep every loan file compliant and on schedule. ## Core Features & Use Cases - Borrower Intake & Pre-Qualification: Structured intake scripts and worksheets for DTI, LTV, credit, and asset analysis across conventional, FHA, VA, USDA, jumbo, and commercial loans. - Compliance Tracking: TRID timeline trackers for Loan Estimate and Closing Disclosure delivery windows, rate lock expiration alerts, and document expiration monitoring. - Pipeline & Condition Management: Underwriting condition logs, borrower communication templates for every milestone, and closing coordination checklists. - Use Case: A loan officer receives a new purchase inquiry. Use this Skill to run the pre-qualification worksheet, generate a customized document checklist, set up the TRID compliance tracker, and send the borrower an application-received update — all in one session. ## Quick Start Ask the assistant to pre-qualify a borrower with $8,000 monthly income, $2,000 monthly debts, and a $400,000 purchase price, then generate the document checklist and TRID timeline.
