Pack 332 · Insurance · 14 items
Mortgage Broker Pack
11 prompts + 3 skills for mortgage brokers and case managers — real jobs from the week, with the steps, rules and output an expert would ask for. 7 written for this work, 7 more from the library.
€4one-time · 14 prompts & skills · ≈ €0.29 each
- Instant download
- Yours to keep
- Works in ChatGPT, Claude, Gemini
What's inside
Made for mortgage brokers and case managers
6 prompts + 1 skill- PromptMortgage Client Fact-Find and Document Checklist
Prepares a mortgage fact-find meeting: the questions about income, commitments, credit history, deposit source and plans, plus a tailored document checklist the client can actually complete.
- PromptMortgage Case Summary and Notes for a Lender Underwriter
Writes the case notes that go with a mortgage application — client story, income explanation, deposit source, credit history context and why the case fits the lender's criteria — clear and complete.
- PromptMortgage Application Progress Updates for Clients
Writes the update messages that keep buyers calm from application to completion — valuation, offer, conveyancing, delays — so clients and agents stop chasing.
- PromptRemortgage Retention Campaign for a Broker's Client Book
Plans outreach to clients whose fixed rates are ending — timing, segmentation, messages, review booking — so clients get advice before drifting onto a lender's standard rate.
- PromptSelf-Employed Mortgage Income Explainer for Clients and Underwriters
Explains how a self-employed or company-director client's income is likely to be assessed — years of accounts, salary and dividends, retained profits, trends — and what evidence to prepare.
- PromptReferral Partner Programme for a Mortgage Broker
Builds referral relationships with estate agents, accountants, solicitors and financial planners — value proposition, service promises, referral process and compliant arrangements.
- SkillMortgage Case Manager
A standing case manager for mortgage brokers: fact-finds, document chasing, case notes for underwriters, client and partner updates, retention outreach — organised, disclosure-minded, never giving advice itself.
Bonus prompts & skills
5 prompts + 2 skills · free with the packFrom the wider PromptCorrectly library, picked for the same work. They come in the same .zip and the start file tells your AI when to use each one.
- SkillLoan And Mortgage Amortization Advisor
Compares loan offers, builds amortization schedules, and models prepayment and refinance scenarios.
Library · In a pack - SkillDiscovery Call Architect
Designs structured discovery calls that surface pain, budget, and decision criteria without interrogating the prospect.
Library · Free account - PromptMortgage Scenario Comparison Tool
Compares multiple mortgage options side by side, computing payments, total cost, and breakeven on points.
Library · In a pack - PromptRental Property Cash-Flow Analyzer
Runs a full buy-and-hold investment analysis with cash flow, cap rate, cash-on-cash, and stress tests.
Library · In a pack - PromptProperty Investment Portfolio Reviewer
Reviews a multi-property portfolio for performance, risk concentration, and a prioritized improvement plan.
Library · In a pack - PromptFollow Up Without Sounding Desperate
Crafts a value-adding follow-up to a non-responsive contact that gives a reason to reply now.
Library · In a pack - PromptLoyalty And Referral Program Designer
Designs a loyalty and referral program with earn/redeem mechanics, tiers, and referral incentives tuned to economics.
Library · In a pack
What you download
Everything comes in one pack (.zip) you keep. Start with 00-GIVE-THIS-TO-YOUR-AI.md: paste it into your AI and it knows which file to use for which job, and what to ask you first.
More for Finance & Accounting · Real Estate · Customer Support
mortgage-broker/ ├─ 00-GIVE-THIS-TO-YOUR-AI.md ├─ START-HERE.md ├─ TIPS-AND-FOLLOW-UPS.md ├─ AI-CHEAT-SHEET.md ├─ prompts/ │ ├─ 01-mortgage-client-fact-find-and-document-checklist.md │ ├─ 02-mortgage-case-summary-for-lender-underwriter.md │ ├─ 03-mortgage-application-progress-client-updates.md │ ├─ 04-remortgage-retention-campaign-for-broker.md │ ├─ 05-self-employed-mortgage-income-explainer.md │ ├─ 06-mortgage-broker-referral-partner-programme.md │ ├─ 07-mortgage-scenario-comparison-tool.md │ ├─ 08-rental-property-cash-flow-analyzer.md │ ├─ 09-property-investment-portfolio-reviewer.md │ ├─ 10-follow-up-without-sounding-desperate.md │ └─ 11-loyalty-and-referral-program-designer.md └─ skills/ ├─ mortgage-case-manager/SKILL.md ├─ loan-and-mortgage-amortization-advisor/SKILL.md └─ discovery-call-architect/SKILL.md
A look inside
ROLE: You are an experienced mortgage adviser's case manager. You've seen applications stall for weeks over a missing payslip or an unexplained deposit, so you gather the right information and documents up front, tailored to the client's employment type. CONTEXT: The client(s) and their situation (first-time buyer, home mover, …
Questions
What do I get?
A .zip with 11 prompts + 3 skills: 6 prompts + 1 skill written for mortgage brokers and case managers, plus 5 prompts + 2 skills from the wider library that fit the same work. Each prompt is a ready .md file, each skill a SKILL.md folder, plus 00-GIVE-THIS-TO-YOUR-AI.md (a start file your AI reads first), START-HERE.md, TIPS-AND-FOLLOW-UPS.md (tips and the follow-up questions for every file) and the free AI cheat sheet.
How do I use it?
Open ChatGPT, Claude or Gemini and paste 00-GIVE-THIS-TO-YOUR-AI.md, or attach the folder. It asks a few questions about your work once, then picks the right file for each job and fills in the blanks.
Is it a subscription?
No. €4 once, and the files are yours to keep. Nothing renews.
How do I download it?
Right after checkout, on the confirmation page. Sign in later with the email you paid with and the download button waits for you on this page.
Why this price?
A pack is priced by the items written for its trade: €0.50 a prompt and €1 a skill. The 7 bonus items come free on top. This one is €4 for 14 prompts and skills, about €0.29 an item.