Buildwithclaude 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

source · Clone the upstream repo

git clone https://github.com/davepoon/buildwithclaude

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/davepoon/buildwithclaude "$T" && mkdir -p ~/.claude/skills && cp -r "$T/plugins/mortgage/skills/mortgage-loan-officer" ~/.claude/skills/davepoon-buildwithclaude-mortgage-loan-officer && rm -rf "$T"

manifest: plugins/mortgage/skills/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