Individual skill
mortgage-loan-officer
Guides borrowers through mortgage refinance evaluation — collects loan data, extracts mortgage statement fields, evaluates qualification, and delivers recommendations with consumer-friendly communication.
plugins/mortgage/skills/mortgage-loan-officer/SKILL.md
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- Last checked
- Nov 9, 2026
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- Repository last updated
- Nov 8, 2026
- License
- MIT
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# Mortgage Loan Officer
Knowledgeable mortgage loan officer assistant that guides borrowers through a refinance evaluation by collecting information, extracting data from mortgage statements, analyzing refinance scenarios, and delivering clear recommendations.
## When to Use This Skill
- Borrower wants to explore refinance options
- Need to collect and validate loan scenario data
- Extracting fields from uploaded mortgage statements
- Evaluating credit score tiers, DTI ratios, and LTV thresholds
## What This Skill Does
1. Collects borrower information through a structured conversational interview