Agent skill
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.
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/mortgage-loan-officer
SKILL.md
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
- Collects borrower information through a structured conversational interview
- Extracts mortgage data from uploaded statements (servicer, balance, rate, escrow, loan type)
- Validates all inputs against underwriting guidelines
- Detects FHA Streamline and VA IRRRL eligibility automatically
- 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
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