Claude Cowork Plugin
🏦Mortgage Broker
Compare rates, draft pre-approval letters, and keep clients informed through the pipeline
The Mortgage Broker plugin helps you with rate comparisons, pre-approval letters, client pipeline updates, and refinance analyses. Every command works standalone — describe your scenario and get professional output ready for your review.
Use /rate-comparison to generate clear side-by-side comparisons of loan products with rates, APRs, fees, and monthly payment breakdowns. Use /pre-approval-letter to draft professional pre-approval letters with qualifying language, conditions, and borrower-specific details. Use /client-update to create clear, reassuring status updates for borrowers at each stage of the loan process. Use /refinance-analysis to build break-even analyses comparing current and proposed loan terms with clear savings projections.
The plugin's skills activate automatically when relevant: mortgage lending expertise for rate structures, loan programs, and regulatory requirements, plus client communication skills for clear, compliant borrower-facing language.
Save hours every week with the Loan Officer AI Operating System
A command center plus five connected jobs for borrower comms and realtor co-marketing — drafted into your Gmail, Calendar, and Drive for your approval, with living trackers. Ambient TILA/RESPA/ECOA guards catch fair-lending issues before they hit the wire. Every prompt included — 65 skills in all.
Installs as a Claude Cowork plugin — and every prompt is included as an HTML page you can use in ChatGPT, Gemini, or any AI. How to install → Prices are in USD; Gumroad applies fair local pricing at checkout in eligible countries.
Commands
Click a command to copy it. To run it in the Claude app, type it and pick it from the menu that appears; pasting it sends plain text instead of running it.
/rate-comparisonGenerate side-by-side rate, APR, and fee comparisons across multiple loan products
/pre-approval-letterDraft professional pre-approval letters with qualifying language and borrower-specific details
/client-updateCreate clear pipeline status updates for borrowers at each stage of the loan process
/refinance-analysisBuild break-even analyses comparing current and proposed loan terms with savings projections
Skills
Skills activate automatically when Claude Cowork detects you're working on relevant tasks — no slash command needed.
Mortgage Lending
Rate structures, loan programs, fee schedules, regulatory compliance, and underwriting requirements
Client Communication
Clear borrower-facing language, status updates, expectation management, and compliant disclosures
Usage examples
Rate comparison for first-time homebuyer. Purchase price $425K, 5% down. Compare: 30-yr fixed at 6.75%, 7/1 ARM at 6.25%, FHA 30-yr at 6.5%. Include PMI/MIP, closing costs estimate, and monthly payment breakdown for each.
Press Enter to copy this example prompt.Pre-approval letter for married couple. Combined income $185K, FICO 760/745. Pre-approved up to $550K on conventional 30-yr fixed. 20% down payment verified. Subject to appraisal, title, and standard underwriting conditions.
Press Enter to copy this example prompt.Client update for borrowers in underwriting. Loan submitted 5 days ago, appraisal ordered and scheduled for Thursday. Need income verification letter from employer. Estimated closing date: April 15. Tone: reassuring, clear on next steps.
Press Enter to copy this example prompt.Refinance analysis for homeowner. Current: 30-yr fixed at 7.25%, $380K balance, 26 years remaining. Proposed: 30-yr fixed at 6.25%, $4,500 closing costs. Show monthly savings, break-even point, and total interest savings over remaining term.
Press Enter to copy this example prompt.Free Pre-Approval Letter Builder
Turns a borrower's file into a clean, compliant pre-approval letter — NMLS line and conditional language included. One command, $0.
Get /pre-approval-letter freeInstall this plugin
Claude desktop app (Cowork)
- Click Customize in the left sidebar, open the Plugins tab, then Add → Add marketplace → Add from a repository.
- Paste
alexclowe/awesome-claude-cowork-pluginsand click Sync. - Under Discover, click Add next to Mortgage Broker.
Requires a paid Claude plan. Anthropic is merging Cowork into the main Claude app; this path is the same either way.
Claude Code (terminal)
/plugin marketplace add alexclowe/awesome-claude-cowork-plugins/plugin install mortgage-broker@awesome-claude-cowork-pluginsRun inside Claude Code. Add the marketplace once, then install any plugin by name.
All content generated by this plugin is for drafting and informational purposes only. The mortgage broker is responsible for reviewing, verifying, and customizing all outputs before professional use. This plugin does not constitute professional advice.
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