Course overview
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Priya's Thursday, two ways

8 lessons · 24 prompts

A day in the life of a Loan Officer: what changes with these prompts.

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Priya, a mortgage loan officer at a community bank.

Priya starts Thursday with a rate sheet that changed overnight and a borrower named Mr. Alvarez who wants to know why his payment moved. Before, she would spend twenty minutes rewriting the same explanation. Now she opens ChatGPT and types: 'Explain this rate change to a borrower in plain English, no jargon, under 150 words, and end with one question I should ask him.' She edits two lines and sends it.

Next is a credit report with three collections and a thin file. She pastes the tradelines into Claude and asks for a borrower-friendly summary and a step-by-step plan, with the two items that matter most. The summary goes into her email; the plan becomes a checklist she shares.

After lunch, a self-employed borrower's bank statements are messy. She uses Gemini to walk through the deposits and flag what an underwriter will ask about. Then she drafts a condition request with a short letter of explanation template, so the file does not bounce back.

By four o'clock, Priya has sent every update, cleaned two conditions, and prepped for a rate conversation tomorrow. She leaves on time and takes her daughter to soccer practice, which is the whole point.

Before

  • Rewriting the same explanation four times a day
  • Credit reports read late, after the calls stop
  • Conditions bounce back and restart the clock
  • Pipeline notes pushed to the weekend

After this course

  • Plain-English answers sent in minutes
  • Credit summaries and plans ready to share
  • Clean conditions that stick the first time
  • Pipeline handled before five o'clock

What you'll learn

  • Explain Terms: Turn rate sheets and program guides into plain English a borrower can repeat back.
  • Write Updates: Draft follow-ups, rate updates, and hard news in the right tone.
  • Read Credit: Pull the story out of a credit report and build a simple improvement plan.
  • Check Income: Work through self-employed income and debt-to-income math with AI as a partner.
  • Triage Files: Compare a scenario to guidelines and decide the next step when a file stalls.
  • Clean Conditions: Build checklists and letters of explanation that stop files from bouncing back.
  • Keep Deals Alive: Prepare for rate and condition talks and find room to restructure.
  • Stay Current: Handle compliance reading and pipeline admin without losing your afternoon.

How this course works

  1. 8 lessonsOne task of your job each, from explain loan terms clearly to stay current and manage your pipeline.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.