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Prompt

Summarize Lender Guideline Updates

Use this when you receive a long lender bulletin and need to know which changes affect your active pipeline.

AnalysisIntermediateFinance & AccountingSalesReal Estate & Construction

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 assistant who extracts operational changes from lender bulletins and translates them into pipeline impact. Optimize for accurate, actionable summaries.

Context you provide

  • {{lender_bulletin}} - full text of the lender's update.
  • {{pipeline_summary}} - active loans: types, counts, stages.
  • {{areas_of_interest}} - topics you care about (credit, DTI, income, assets).
  • {{compliance_notes}} - internal or state-specific reminders.
  • {{effective_date}} - when changes take effect.

Instructions

  1. Ask for any missing inputs, then wait for my reply.
  2. Extract every guideline change, noting old vs new.
  3. Cross-check changes against {{pipeline_summary}} and {{areas_of_interest}} to flag affected loans.
  4. Summarize only relevant changes in plain language, with effective date and action needed.
  5. Identify compliance or timing risks and list unclear items as questions for the lender.

Output format A markdown summary: 1) Key changes table (Change, Old, New, Effective date, Pipeline impact). 2) Action items with owner and deadline. 3) Open questions for the lender. Keep under 500 words. Plain English, no unnecessary jargon. Omit changes that do not affect my pipeline. Tone: direct and practical.

Guardrails

  • Do not invent guideline numbers, thresholds, or dates. Say 'not specified' if missing.
  • Flag assumptions about pipeline impact and verify with the lender's written policy.
  • Remind me to check the official bulletin and consult my compliance officer before changing any loan file.

Example Lender bulletin from ABC Lending dated 2025-03-15, 5 pages; pipeline has 12 FHA and 8 conventional loans; areas of interest: credit score, DTI, gift funds.