How to Install the Mortgage Broker Claude Plugin (Cowork & Code)

Don't want to install anything? You don't have to. The free web tools for mortgage brokers on The AI Career Lab give you the same kind of pre-built workflows in your browser — five runs a day on a free account, no terminal, no install. Create a free account if you'd rather skip straight to the tools.

Loan officers lose deals to whoever responds first. Industry research on mortgage shopping behavior consistently finds that the rate-shopper who gets a personalized response within the first hour is the one who commits — and the median LO, juggling pipeline against new inquiries, doesn't get there. The Mortgage Broker Claude plugin from The AI Career Lab is built to close that gap: a structured rate-comparison narrative, a pre-approval letter, or a refi break-even summary drafted in minutes instead of hours, with TILA/RESPA-aware language baked into the templates.

The plugin bundles 4 pre-built slash commands and 2 skills that already know what mortgage brokers actually do — so you stop writing prompts from scratch every time you need a routine document.

The plugin works in both runtimes Claude offers:

• Claude Cowork — the chat product at claude.ai. The easiest path. No terminal, no install of anything else. Requires a paid Claude plan (Pro, Max, Team, or Enterprise) to access plugins.
• Claude Code — the terminal CLI for power users and developers. Requires Node.js + npm. Free or paid Claude account both work.

This guide walks through the install in five minutes for whichever runtime you prefer. No coding background required either way.

What this plugin gives you

A normal Claude session is a blank chat window. You type what you want, Claude responds. That works, but it puts the burden of prompt engineering on you, and the output quality varies based on how much detail you remember to include.

A plugin replaces that loop with slash commands — pre-built shortcuts that already contain the structure, formatting rules, and professional conventions for a specific task. Instead of remembering how to ask for a mortgage broker-style document, you type one command and answer the questions Claude asks.

In this plugin you get:

• /client-update — runs the client update workflow with the right structure pre-loaded
• /pre-approval-letter — runs the pre approval letter workflow with the right structure pre-loaded
• /rate-comparison — runs the rate comparison workflow with the right structure pre-loaded
• /refinance-analysis — runs the refinance analysis workflow with the right structure pre-loaded

What this plugin won't do (and shouldn't)

A few honest limits before install — these are categories of work AI is the wrong tool for in a regulated mortgage context, regardless of how capable the model is:

• It won't draft the Loan Estimate or Closing Disclosure. TRID-regulated forms are personally enforceable against the LO; the LE and the CD stay in your LOS. The plugin is for cover letters, rate-comparison narratives, and client communication — not for the regulated forms themselves.
• It won't quote live rates. You feed it rates from your pricing engine; it writes the explanation. Any AI tool that markets "live rate quotes" without an underlying pricing-engine integration is one Reg Z complaint away from a problem.
• It won't give compliance advice. The plugin's outputs are structured to use TILA/RESPA/ECOA-aware language, but you (and your compliance team) own the review. The plugin doesn't replace your compliance officer or your state-by-state licensing requirements.

Keeping the plugin in the lane of client-facing communication and document drafting — and out of the lane of regulated disclosures and compliance interpretation — is the line that makes the workflow defensible.

Which runtime should you use?

Use Claude Cowork if:

• You already use claude.ai for chat work
• You prefer a graphical interface to a terminal
• You don't want to install anything else on your machine
• You have a paid Claude plan (Pro, Max, Team, or Enterprise)

Use Claude Code if:

• You're already comfortable in a terminal
• You want to use Claude alongside other developer tools
• You're on a free Claude account (Claude Code plugin install does not require a paid plan)
• You want the option to script and automate workflows around the plugin

The plugin commands and skills are identical across both runtimes. The choice is purely about which interface fits your workflow — Cowork is a browser-based chat with clickable plugin installs, Claude Code is a terminal CLI with slash-command installs.

Path A: Install in Claude Cowork (easiest, no command lines)

Claude Cowork is entirely UI-based. You don't type any slash commands to install plugins — you click.

1. Open claude.ai in your browser and sign in.
2. Make sure you're on a paid plan (Pro, Max, Team, or Enterprise). The plugin marketplace is gated to paid plans.
3. Open the plugin settings and click Add marketplace.
4. In the modal, paste this into the URL field:

alexclowe/awesome-claude-cowork-plugins

5. Click Sync. Claude Cowork pulls the marketplace catalog from the public alexclowe/awesome-claude-cowork-plugins repo.
6. Browse the marketplace. Find the Mortgage Broker plugin in the list and click Install next to it.

That's it. The commands and skills are now available in your Cowork chats. No terminal, no Node.js, no slash commands to type.

Path B: Install in Claude Code (terminal CLI, two commands)

Claude Code is the terminal CLI for Claude. It's free (no paid plan required for plugin install) but requires a one-time setup if you've never used it before.

One-time Claude Code setup

1. Install Claude Code. Open a terminal and run:

npm install -g @anthropic-ai/claude-code

If you don't have npm, install Node.js first (download the LTS version, run the installer).

2. Sign in once. Run claude in your terminal and follow the sign-in flow.

Install the plugin

Inside Claude Code, run these two commands:

/plugin marketplace add alexclowe/awesome-claude-cowork-plugins
/plugin install mortgage-broker@awesome-claude-cowork-plugins

The first command registers the marketplace catalog; the second installs the Mortgage Broker plugin by name from it. You only need to run marketplace add once — after that, installing additional plugins from the same marketplace is a single install command.

To verify, type /help and you should see the new commands listed alongside Claude Code's built-ins.

Your first command

After install, try the most common command in this plugin to verify everything is working:

/client-update

When you run it, Claude will ask you for the context it needs (mortgage broker-specific details about the task at hand) and produce a structured draft. The whole point is that you don't have to remember how to prompt — the plugin already knows the format the mortgage broker job needs.

If you've ever found yourself re-typing the same kind of prompt over and over to get a client update, that's what this command is replacing.

First 5 documents to try after install

Once the plugin is installed, these are the workflows worth running this week — each one maps to a real document you produce regularly, and each has a web-based counterpart on the AI Career Lab site if you want to test without the plugin first.

1. Rate-shopper response — /rate-comparison in the plugin, or Mortgage Rate Comparison on the web.
2. Pre-approval letter — /pre-approval-letter in the plugin, or Mortgage Pre-Approval Letter on the web.
3. Refi break-even narrative — /refinance-analysis in the plugin, or Mortgage Refinance Analysis on the web.
4. Weekly client update — /client-update in the plugin, or Mortgage Client Update on the web.
5. Cross-sibling for advisor-overlap clients — many LOs cross-sell with financial advisors; the Financial Advisor Claude Plugin install guide covers the recommendation-memo workflow that often pairs with the rate-comparison.

Skills you get for free

This plugin also includes Claude Skills that activate automatically when you're working on relevant tasks — no command required, no extra prompting:

• Client Communication — activates automatically when relevant context appears
• Mortgage Lending — activates automatically when relevant context appears

Skills are the part of the plugin that makes Claude feel like a co-worker who already knows your job. The first time one auto-activates while you're working on something else, you'll understand the difference between using Claude generically and using Claude as a mortgage broker.

Where to go from here

Once the plugin is installed and you've run your first command, the next thing to do is set up Claude as a real co-worker — not just a one-off command runner. That means giving it your professional context, your house style, and the documents it should reference.

• Claude Cowork playbook for mortgage brokers — the full setup guide for using Claude as your daily mortgage broker co-worker. This is the document that turns the plugin from a shortcut into an actual workflow.
• Free web tools for mortgage brokers — the same kind of pre-built workflows in your browser, no install required. Useful when you're at a workstation that doesn't have Claude Cowork or Claude Code set up.
• Best AI Tools for Mortgage Brokers in 2026 — the broader landscape of AI tools that make sense for mortgage brokers, including the on-site tools and the affiliate platforms we recommend.
• Weekly AI Digest for mortgage brokers — curated AI updates relevant to your work, every week.

Common issues

I don't see the "Add marketplace" option in Claude Cowork. You need to be on a paid plan (Pro, Max, Team, or Enterprise). Plugin install is gated to paid plans in Cowork. If you're on a free plan, install via Claude Code instead — it's free.

The marketplace sync failed in Claude Cowork. Double-check the URL field has exactly alexclowe/awesome-claude-cowork-plugins — a GitHub owner/repo format, no https://, no trailing slash. Click Sync again.

The Claude Code marketplace add command failed. Make sure Claude Code is updated to the latest version (npm install -g @anthropic-ai/claude-code will update it). The plugin marketplace feature is built into recent versions; older versions don't have it.

The slash commands aren't showing up after install. Start a new chat (Cowork) or type /help (Claude Code). If you see the built-in commands but not the new ones, the install didn't complete — re-run the install and watch for error output.

I want to use this without installing anything. Use the free web tools instead. They run the same kinds of workflows in your browser without any install or paid plan.

Ready to try it without installing

If neither install path is appealing for a first try, the free web tools for mortgage brokers give you the same kind of pre-built workflows in your browser — five runs a day on a free account.

Create your free AI Career Lab account and try the mortgage broker tools today. No credit card required.

Want more than the free plugin?

The free plugin is a starting point. The Loan Officer AI Cowork Vault is the full setup: 52 skills (vs the free plugin's commands), a setup wizard that captures your NMLS and licensed states, TILA/RESPA/ECOA safeguards on every skill, and a packaged Microsoft 365 Copilot Cowork plugin in the same purchase. $19 one-time, lifetime updates. Get the vault →

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This article is general guidance for licensed mortgage loan officers and brokers. It is not legal, compliance, or licensing advice. TRID, TILA, RESPA, ECOA, and state-specific licensing requirements govern actual loan-officer practice. The plugin's outputs are drafts for your review, not regulatory-compliant disclosures. Your compliance officer and your attorney are the appropriate resources for compliance-sensitive questions.