1
Load the form
Use the PDF the loan officer sent back. The file stays on your computer.
2
Review the details
Fields fill in from the PDF. You can also type here directly if the LO sent details by email.
3
Create the prompt
The prompt includes the research rules, the report template, and the program knowledge base.
- Open the Listing Refresh Project in Claude and start a new chat.
- Make sure web search is on.
- Paste the prompt. If the LO sent a CMA, attach it to the same message.
- Send. Review the report before anything goes to the LO.