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AI agent for mortgage brokers

Condo Project Eligibility Agent

Check a condo project's documents against lender eligibility rules and find a lender that accepts it

DecisionsSalesFinanceReal estate and construction
See how it worksGet access
Condo Project Eligibility Agent: what goes in, what the agent does and what you get

What it does

A condo loan fails when the project does not meet lender rules. The agent gathers the project documents and extracts the facts that matter: owner occupancy, litigation, reserves, delinquencies, commercial space and insurance. It checks each fact against the rules of the lenders the broker uses and lists where it fails. It requests missing documents. If one lender rejects the project, it checks other lenders and updates the options. It rechecks when new documents arrive. The broker approves the lender choice. Edge case: 12% of owners are 60 days late on dues, over the 10% limit, and the agent finds a lender with a 15% limit.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Condo purchase goes to contract 2 USES A TOOL Collect project documents 3 DOES Extract occupancy, reserves, litigation anddelinquency 4 CHECKS THE RESULT Are all required documents and figures found? If not: Request the missing items from the association.Back to step 2. 5 USES A TOOL Check the facts against each lender's rules 6 DOES List failures by lender 7 CHECKS THE RESULT Does at least one lender accept the project? If not: Request exceptions or check more lenders. Backto step 5. 8 DOES Recheck after updated documents 9 YOU APPROVE Broker approves the lender choice 10 RESULT Eligibility summary and recommended lender
Read the steps as a list
  1. Condo purchase goes to contract
  2. Collect project documents
  3. Extract occupancy, reserves, litigation and delinquency
  4. Are all required documents and figures found?If not: Request the missing items from the association. Back to step 2.
  5. Check the facts against each lender's rules
  6. List failures by lender
  7. Does at least one lender accept the project?If not: Request exceptions or check more lenders. Back to step 5.
  8. Recheck after updated documents
  9. Broker approves the lender choiceThe agent waits here for your OK.
  10. Eligibility summary and recommended lender

How it decides

Each lender is tested on occupancy, litigation, reserves and delinquency; only lenders that pass are shown.

  • Test every lender rule individually
  • Flag delinquency above the lender limit
  • Flag litigation that is not minor
  • Show only lenders that pass

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Lender list
  • Rule tables
  • Document checklist
  • Exception request rules

What keeps you in control

It always asks you first

  • Broker approves the lender choice
  • Broker approves requests to the association

Hard limits

  • Never promise approval
  • Never use unconfirmed figures

It stops when

  • Done: a lender accepts the project
  • Stop: no lender accepts and the client must decide

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA 120-unit condo showed 12% of owners 60 days late. The first lender's limit was 10%, so it failed. The agent checked three others and found one with a 15% limit, but its reserve rule needed 10% of the budget and the project had 7%. The check failed again. A fourth lender passed and the broker chose it.

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