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 program knowledge base, and the branded PDF report template.
- Open the Listing Refresh Project in Claude and start a new chat. The Project should hold the black Equal Housing Opportunity logo (eho.png, black logo on white).
- Make sure web search and code execution are on.
- Paste the prompt. If the LO sent a CMA, attach it to the same message.
- Send. Claude returns two PDFs: the full report and an Agent Edition. Review both before anything goes to the LO.