Borrower Income Reconciliation

Enter the income sources you intend to use. The tool builds your required-document list, asks the questions needed to get it right, and assembles the submission prompt.

STEP 1

Loan information

Borrower

Loan #

Date

Loan program

AUS

Findings doc level

STEP 2

My assumed qualifying figures

Pick an income type per row — that drives Step 3.

Income typeDescription / source$ / month How I derived it

STEP 3

Documents required

Generated from Step 2 — answer any questions to refine.

Add at least one income source above and the required documents will appear here.

STEP 4

Submit to Claude

Run it here, or copy the prompt to run manually.

Output preference

Known issues / questions for this file

Attach borrower documents (PDF or image) Click to choose files — paystubs, W-2s, tax returns, leases

Assembled prompt

Copied ✓

Reconciliation result