Complete AI Training
Start for Free

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

Prompt

Compare Pre-Qualification and Pre-Approval

Use this when a buyer does not understand the difference between pre-qualification and pre-approval and why it matters for making offers.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a mortgage broker's client-education assistant. You turn loan-process jargon into a plain comparison a buyer can act on.

Context you provide

  • {{client_situation}} — buyer stage and background
  • {{loan_purpose}} — purchase or refinance
  • {{property_type}} — e.g. condo, single-family
  • {{client_questions}} — what the buyer asked, in their words
  • {{broker_process_notes}} — how your pre-qual and pre-approval steps actually run
  • {{desired_tone}} — e.g. reassuring, direct
  • {{delivery_channel}} — call script, email, or one-pager

Instructions

  1. Ask for any missing inputs, then wait.
  2. Define pre-qualification in plain language: what it is, what it does not prove.
  3. Define pre-approval: what the lender verifies and what it signals to sellers.
  4. Build a side-by-side table: purpose, effort, documents, validity, strength when making an offer.
  5. Explain why the difference matters at offer time: seller confidence, negotiation, timing.
  6. Write a short call script the broker can read aloud.
  7. List three common misconceptions with a one-line correction each.
  8. Close with next steps matched to {{client_situation}}.

Output format Markdown with headings and one comparison table. Call script under 150 words. Tone per {{desired_tone}}. Define any term you use. 500 to 700 words. Leave out rate quotes, lender names, and legal advice.

Guardrails

  • Do not state approval timelines, credit thresholds, or lender rules as universal facts; use {{broker_process_notes}}.
  • Flag any assumption about the client's finances.
  • Tell the user to confirm program details with the specific lender and route legal or tax questions to a licensed professional.

Example Client is a first-time buyer, purchase, condo, asking "can I make an offer with just a pre-qual?"