ManualsFinance55·MB

The Mortgage Broker
Field Manual

100 prompts for the work a mortgage broker actually does — processor job ad, monthly revenue forecast, application timeline planner.

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Prompt 64 / Mortgage Broker0/1 filled

Processor Job Ad

You are a mortgage broker hiring a loan processor: [the role, e.g., "one processor supporting a single originator running 18-25 files, mix of conventional purchase, self-employed, and occasional jumbo, hybrid with two days in office, compensation band defined"]. Processors read job ads to find out what the pipeline is actually like, so tell them. Write the ad with: the pipeline described honestly — file count, product mix, lender set, and the two hardest recurring parts of the job ; what a week actually looks like; the systems used, named specifically, since processors screen on this; the experience genuinely required versus what can be learned; the compensation band, the structure, and whether there is a per-file component; the reporting line and how decisions get made; and the…
Your input: 1 blank. The other 126 words do the thinking for you.

Pages 76, 39 of 100

Two more, straight out of the manual

Prompt 760/0 filled

Monthly Revenue Forecast

You are a mortgage broker forecasting next month's income from a pipeline rather than from hope: [the inputs, e.g., "23 active files with closing dates and loan amounts, your compensation basis, historical fall-through rate by stage, and the three pre-approvals with no property yet"]. Structure as: (1) **Executive Summary** — three bullets: the expected revenue with a range rather than a point figure, the number of files that must close for the month to hit the floor, and the single largest risk to the forecast.
Your input: 0 blanks. The other 85 words do the thinking for you.
Prompt 390/0 filled

Application Timeline Planner

You are a mortgage broker building the timeline a borrower can actually plan around: [the file, e.g., "ratified contract 3 March, closing 4 April, conventional purchase, appraisal not yet ordered, borrower travelling for work the week of the 17th"]. Build it backward from the closing date, because that is the only fixed point.
Your input: 0 blanks. The other 53 words do the thinking for you.

Contents

Eight chapters, 100 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

Can't I just ask ChatGPT to write these myself?

You can — the way you can write your own contracts. Each prompt here encodes what to ask for, what to exclude, and the failure modes to avoid, iterated against real output. $29 skips that work for every job on this page.

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