Next Steps Generator
Upload the 1003 (URLA). Claude reads the loan variables and drafts the borrower document request in your voice — plus an internal file-readiness review of the gaps to resolve before submission.
Send
Borrower request — draft email
Subject:
Internal — do not send
File-readiness review
Document checklist
Check anything already in the file — it drops out of the borrower email above and renumbers.
Gaps & inconsistencies to resolve before submission
Front-load now — common late-condition items
A processing aid that reads one document — the required floor from the 1003 variables, not what's already collected and not the final conditions once AUS findings and investor overlays land. Review the draft and verify before sending. Nothing is stored — generated in-session.