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refi-analysis

Generate branded refinance analysis PDFs and borrower email drafts from IFW PDFs.

Updated Feb 25, 2026
Search Tags:#pdf#analysis#email#presentation#mortgage#borrower#refinance
One-click install
npx skills add https://github.com/AStyer8345/adam-styer-skills --skill refi-analysis
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: refi-analysis
Source: https://github.com/AStyer8345/adam-styer-skills/tree/main/refi-analysis
Command: npx skills add https://github.com/AStyer8345/adam-styer-skills --skill refi-analysis

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires reportlab, and includes scripts (resource) components.

What problem does it solve?

Replaces manual, ad-hoc refinance analysis tasks with a branded, multi-page PDF and ready-to-send borrower email, saving time and improving presentation quality.

Core Features & Use Cases

  • Generates a polished refinance presentation from two or more scenarios, including side-by-side option cards, a full cost breakdown, breakeven analysis, and an escrow note.
  • Produces a ready-to-send borrower email draft aligned to the PDF, reflecting current balances, escrow reimbursements, and option details.
  • Accepts inputs such as borrower name, IFW PDFs, current loan details, property value, and escrow information to guide the analysis.

Quick Start

Provide the borrower's name, all IFW PDFs, current loan details, and property value to generate the refinance analysis and borrower email.

Frequently Asked Questions about refi-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a branded refinance analysis PDF for a borrower?▼

Yes, a ready-to-send borrower email is produced alongside the refinance analysis PDF. The email draft reflects current balances, escrow reimbursements, and option details using Outlook-compatible formatting for immediate sending.

Can I create side-by-side refinance option cards for multiple scenarios?▼

Yes, side-by-side refinance option cards are generated when you input two or more refinance scenarios. The tool structures these multiple options within the PDF to clearly compare costs, breakeven points, and escrow notes for the borrower.

What inputs are required to automate a refinance presentation?▼

The tool enforces validation for required inputs, rejecting execution if the borrower name, IFW PDFs, current loan details, or property value are missing. This ensures the generated refinance analysis contains all necessary data.

Does this tool support adding escrow reimbursement notes to a mortgage analysis?▼

Yes, the tool supports optional escrow reimbursement notes within the mortgage analysis. These notes are integrated into both the branded PDF presentation and the drafted borrower email to clarify escrow details.

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