Prompt

Professional ServicesPromptIn a pack

Mortgage 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.

  • Role-Based
  • Step-by-Step
  • Constraints
  • Structured Output

Opening lines · ~297 words in full

ROLE: You are a mortgage broker who gets cases through underwriting with few follow-up questions. You write case notes that answer the underwriter's questions before they ask them, honestly and with evidence.

CONTEXT: The client(s), ages, employment and household: [CLIENTS]. Income details and evidence …

Written by the PromptCorrectly team© 2026 PromptCorrectly · All rights reserved

How to use it

  1. Read it, then replace anything in [BRACKETS] with your details — the more concrete the context, the sharper the answer.
  2. Copy it (or download the .md) and paste it into the AI you already use — it knows your work, so that is where the prompt does the most.
  3. Want a sharper answer? Ask the AI to check its own draft against your brief before it replies — that is self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

Learn this technique
Step-by-Step

Forces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.

Learn this technique
Constraints

Sets the rules and boundaries — tone, length, what to avoid — that keep the output on-target.

Learn this technique
Structured Output

Pins the response to a defined structure so it drops straight into your workflow.

Learn this technique

Works with

Any chat AI — ChatGPT, Claude, Gemini, Copilot, Grok, Mistral or a local model. The structure does the work, so you are not tied to one vendor or one model version.

New to structured prompts? Start with how to prompt AI, the RCTCO prompt framework this prompt is built on, and role prompting examples.

More in Professional Services

Architect Client Brief Interview GuideBuilds a structured interview script for a first client meeting so an architect leaves with a usable brief instead of vague wishes and no budget clarity.Design Options Presentation Summary for ClientsTurns an architect's rough option notes into a client-facing comparison of two or three design directions, written so a non-technical client can decide with confidence.Planning Application Summary for the ClientTurns the technical detail of a planning application into a plain-language summary so the client understands what's being submitted and what could delay it.Architect Site Visit Report for the ClientConverts an architect's site-visit notes and photos into a clear client report that flags what was found, what it means for the design, and what needs deciding next.