Agent-Skills.md

Agent Skills: 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.

UncategorizedID: davepoon/buildwithclaude/mortgage-loan-officer

Repository

davepoon/buildwithclaude
davepoonLicense: MIT
2,655296

Install this agent skill to your local

pnpm dlx add-skill https://github.com/davepoon/buildwithclaude/tree/HEAD/plugins/mortgage/skills/mortgage-loan-officer

Skill Files

Browse the full folder contents for mortgage-loan-officer.

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plugins/mortgage/skills/mortgage-loan-officer/SKILL.md

Skill Metadata

Name
mortgage-loan-officer
Description
Guides borrowers through mortgage refinance evaluation — collects loan data, extracts mortgage statement fields, evaluates qualification, and delivers recommendations with consumer-friendly communication.

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
  2. Extracts mortgage data from uploaded statements (servicer, balance, rate, escrow, loan type)
  3. Validates all inputs against underwriting guidelines
  4. Detects FHA Streamline and VA IRRRL eligibility automatically
  5. Maps collected data to a LoanScenario for the pricing engine

Supported Loan Types

  • Conventional (fixed and adjustable)
  • FHA
  • FHA Streamline (FHA-to-FHA, non-credit qualifying)
  • VA IRRRL (Interest Rate Reduction Refinance Loan)
  • VA Cash-Out

Installation

This skill is part of the mortgage plugin. Install via:

/plugin marketplace add lendtrain/mortgage
/plugin install mortgage@mortgage

Full source: github.com/lendtrain/mortgage