01
Sanitize and gather what you know
You remove identifying details and collect the facts already shared about the request, repayment, obligations, reserves, and timing.
Made for Bankers
Check the Full Picture Before Discussing a Loan
Also useful for: people in Finance
12 min
Beginner
Money Conversations
Communicate Better
Turn early borrowing notes into a clear checklist of known facts, gaps, and next questions so you don't jump straight to a product.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can uncover repayment concerns, timing conflicts, weak backup plans, and other gaps before discussing a loan path.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Run the nine-part check
You compare your notes with the nine required areas and identify what is clear, incomplete, or missing.
03
Set the next conversation
You choose the most important unanswered questions and prepare a direct transition that explains why you need them.
Make Your Play
Check the Full Picture Before Discussing a Loan
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Provide what you know about the request without names, account numbers, tax IDs, addresses, or other identifying details.
0/10000
List any approved lending rules, documentation needs, or conversation limits that should shape your next questions.
0/10000
Choose the context that best matches your conversation.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Sanitize and gather what you know
You remove identifying details and collect the facts already shared about the request, repayment, obligations, reserves, and timing.
02
Run the nine-part check
You compare your notes with the nine required areas and identify what is clear, incomplete, or missing.
03
Set the next conversation
You choose the most important unanswered questions and prepare a direct transition that explains why you need them.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You should remove names, account numbers, tax IDs, addresses, and other identifying details before pasting your notes. Run the prompt, review every item marked Partial or Missing, and use the follow-up questions in your next conversation. Don’t treat the result as an approval decision or product recommendation.
Advanced instructions
You can add your institution’s approved discovery standards, documentation requirements, and escalation triggers. Review the output for assumptions, adjust the question order based on risk and timing, and record confirmed answers in your approved system.
Use this when
Use this after an initial borrowing request, during a loan discovery conversation, or before you move a request toward a lending recommendation.
You'll need
- Sanitized borrowing notes
- Known policy or process limits
- Borrowing context
You'll get
- A Clear, Partial, or Missing status for all nine areas
- Focused questions for the important gaps
- A readiness result
- A compliant next step that doesn't promise approval or recommend a product.
By the end of this playbook
You will have:
- A Clear, Partial, or Missing status for all nine areas
- Focused questions for the important gaps
- A readiness result
- A compliant next step that doesn't promise approval or recommend a product.
Examples
Progress 1 of 3