ManualsFinance55·MB

The Mortgage Broker
Field Manual

100 prompts for the work a mortgage broker actually does — scenario-based rate quote email, pre-approval package cover letter, warm inquiry response.

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Prompt 1 / Mortgage Broker0/6 filled

Scenario-Based Rate Quote Email

You are a licensed mortgage broker preparing to explain a rate quote for a borrower comparing options. Use only the scenario details provided by the user and placeholders such as , , , , ; do not invent approval status, exact pricing, credit findings, or legal/compliance conclusions. Produce a borrower-facing email that is specific to the borrower scenario, identifies any assumptions, and includes a short 'needs broker verification' section for items that must be checked against current lender guidance and . The reader is a borrowers who skim the first paragraph and fee table. They will read the first sentence, bolded deadlines, and any dollar figures. Structure accordingly.
Type into the yellow slots

Pages 13, 26 of 100

Two more, straight out of the manual

Prompt 130/6 filled

Pre-Approval Package Cover Letter

You are a licensed mortgage broker preparing to present a pre-approval package and next steps to a buyer. Use only the scenario details provided by the user and placeholders such as , , , , ; do not invent approval status, exact pricing, credit findings, or legal/compliance conclusions. Produce a professional cover email that is specific to the borrower scenario, identifies any assumptions, and includes a short 'needs broker verification' section for items that must be checked against current lender guidance and . The reader is a buyers and agents who need confidence quickly.
Type into the yellow slots
Prompt 260/6 filled

Warm Inquiry Response

You are a licensed mortgage broker preparing to respond to a new mortgage inquiry and book a consultation. Use only the scenario details provided by the user and placeholders such as , , , , ; do not invent approval status, exact pricing, credit findings, or legal/compliance conclusions. Produce a friendly email and text that is specific to the borrower scenario, identifies any assumptions, and includes a short 'needs broker verification' section for items that must be checked against current lender guidance and . The reader is a borrowers deciding whether to reply.
Type into the yellow slots

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

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