Agent Skills
› davepoon/buildwithclaude
› mortgage-loan-officer
mortgage-loan-officer
GitHub辅助借款人进行房贷再融资评估，通过结构化对话收集信息，提取贷款单据数据，验证资质并推荐合适的再融资方案。
Trigger Scenarios
用户希望探索再融资选项
需要收集和验证贷款场景数据
从上传的抵押贷款对账单中提取字段
评估信用评分层级、DTI比率和LTV阈值
Install
npx skills add davepoon/buildwithclaude --skill mortgage-loan-officer -g -y
SKILL.md
Frontmatter
{
"name": "mortgage-loan-officer",
"category": "business-finance",
"description": "Guides borrowers through mortgage refinance evaluation — collects loan data, extracts mortgage statement fields, evaluates qualification, and delivers recommendations with consumer-friendly communication."
}
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
Version History
- 502fc01 Current 2026-07-05 15:15
