refi-analysis
CommunityBranded refinance analyses that win clients.
AuthorAStyer8345
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
reportlab
Components
scripts
💻 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: refi-analysis Download link: https://github.com/AStyer8345/adam-styer-skills/archive/main.zip#refi-analysis Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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