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Prompt library

AI prompts for mortgage data

73 ready-to-use prompts for the Model Match MCP, each tested against live data. Pick your role, copy a prompt into Claude, ChatGPT, Grok or Copilot, and swap the highlighted parts for your market.

Forecasting

Project loan activity up to 12 months ahead, with low, likely and high cases and the rate scenario you choose.

Pick your best farm ZIP

I'm choosing a farm area. Forecast purchase loan originations for the next 6 months in ZIP codes 28277, 28173, 28078, with low, likely and high cases for each ZIP, and tell me which one holds up best.

A month-by-month projection for each ZIP with low, likely and high cases and a confidence rating, so you can rank farm areas by expected purchase activity.

Details →

Set low, likely and high goals

Help me set next year's production goals for my team. Forecast originated loan volume in Maricopa County, AZ for the next 12 months and give me a low, likely and high number for each month and for the full year.

A 12-month volume projection with low, likely and high cases that rolls up into conservative, target and stretch goals.

Rate scenarios for the board

Build a board slide showing how many loans Texas is likely to originate over the next 6 months if mortgage rates hold steady, fall about a point, or rise about a point. Put the three likely totals side by side, show the ranges, and add one line on what it means for us.

Three side-by-side projections (rates hold, fall, rise) with likely totals and ranges, ready for an executive slide.

Test your own rate path

Assume the 30-year rate goes 6.9%, 6.75%, 6.6%, 6.5%, 6.4%, 6.25% over the next 6 months. Forecast originated loan volume in California under that path and show me the monthly likely case with the range around it.

A volume projection that follows your own month-by-month rate path, with a range for every month.

Scenario grid for analysts

Make me a table of forecast purchase loan originations in Georgia. Rows are rate scenarios (hold, fall, rise), columns are 3, 6 and 12 months out, and each cell shows the likely number with its low–high range.

A scenario-by-horizon grid of projected purchase originations, with the likely value and range in each cell.

Compare county growth outlooks

Compare the loan-origination outlook for Travis, Williamson and Hays counties in Texas over the next 6 months. Which county holds up best against its recent average, and which is softening fastest?

A forecast for each county set against its recent run rate, so you can rank counties by projected momentum.

Forecast your loan-type mix

Forecast the FHA, VA and conventional mix of originations in Davidson County, TN for the next 6 months. Show each loan type's likely monthly count with ranges, and tell me whether government lending is gaining or losing share.

A projection for each loan type with ranges and confidence levels, showing where the mix is heading.

Jumbo loan outlook

Forecast jumbo originations (loans over $806,500) in Orange County, CA for the next 6 months with low, likely and high cases, and tell me how that compares with the last 12 months.

A monthly jumbo forecast with a low–high range for each month, set against the market's recent run rate.

Loan Officers

Find referral partners, track your own production and see who's winning your market.

Top buyer's agents to prospect

Who are the top 20 buyer's agents with an office in Austin, TX by buyer-side transactions over the last 12 months, counting only agents with at least 5 financed buyer deals? Include each agent's brokerage and how many different loan officers they sent business to.

A ranked list of the most active buyer-side agents in your market, with brokerage, buyer units and volume, and how many loan officers they spread their deals across.

Agents loyal to one lender

In ZIP 78704, find agents with at least 4 financed buyer deals in the last 12 months who worked with only 1 or 2 loan officers. Rank them by buyer volume so I know which relationships are worth trying to win.

A short list of productive agents who send nearly all their financed buyers to one or two loan officers.

My production, year over year

My NMLS ID is your NMLS ID. How does my loan volume and unit count for the last 12 months compare with the 12 months before? Break it out by quarter and by purchase vs. refinance.

Your volume, units and average loan size against the prior 12 months, with a quarter-by-quarter purchase and refinance split.

My top referral agents

Which real estate agents were on the other side of my loans most often in the last 12 months? My NMLS ID is your NMLS ID. Also show which cities most of my business came from.

The agents tied to your closed loans, ranked by volume, plus your top cities by share of your book.

Local rate trend

What has the average purchase mortgage rate done month by month in Travis County, TX over the last 12 months, compared with the year before?

A month-by-month average purchase rate for your county next to the prior year, ready for client and agent conversations.

Agents who don't send me business yet

My NMLS ID is your NMLS ID. Find the top 25 buyer's agents with an office in Austin, TX by financed buyer deals over the last 12 months, and remove anyone who has already closed a loan with me. That's my warm prospect list.

A ranked list of productive local buyer's agents who have never closed a deal with you, your warmest cold-call list.

Score my agent partners

My NMLS ID is your NMLS ID. Compare my top 15 referral agents over the last 12 months with the 12 months before. Who's growing with me, who's drifting, and who should I call this week?

Each referral partner's deals with you now against the year before, sorted into growing, steady and drifting, with a call list.

Managers

Benchmark branches and teams, spot recruits and keep an eye on local competitors.

Recruit top purchase LOs

Who are the top 25 loan officers by purchase volume in Austin, TX over the last 12 months? Show their current company, years in the industry and how long they've been at their company.

A recruiting list of the top purchase producers in your market, with employer, tenure and production.

Producers who just moved

Find loan officers with an office in Texas who joined their current company within the last 6 months and did at least $20M in volume over the past year.

High producers who recently changed companies, showing who's on the move and which companies are winning talent.

Branch leaderboard

List your company's branches in Texas ranked by 12-month volume. For the top branch, rank its loan officers by volume and units.

Branch-by-branch volume, units, loan officer count and roster changes, then a loan officer leaderboard for the top branch.

Executives

Market share, growth, talent flow and competitive position, at company level.

Company growth snapshot

How did your company's total loan volume, units and average loan size over the last 12 months compare with the prior 12 months? Which states and counties drive most of our book?

Year-over-year volume and units for your company, plus its top states, counties and cities by share of production.

CRA lending benchmark

What share of your company's loans landed in low- and moderate-income census tracts, and how does that compare with the overall Georgia market broken out by county?

Your LMI-tract, majority-minority and rural shares, benchmarked against the market's community lending profile by county.

Full company snapshot

Give me the full picture on Guild Mortgage: 12-month volume and units against the prior year, purchase/refinance mix, branch count, headcount trend, top markets and top builder relationships.

A one-page company profile covering production, mix, footprint, headcount and builder relationships.

Data Analysts

Pull time series, rankings and breakdowns ready for a spreadsheet or dashboard.

Community lending by county

Give me the community lending profile for Ohio over the last 12 months (LMI-tract share, CRA-eligible share and income-band mix), broken out by the top 5 counties.

Statewide and county shares of LMI-tract, CRA-eligible, income-band and majority-minority originations, each with its denominator.

Capital Markets

Rates, product mix, lender share and forward-looking market volume.

Note rate trend by product

Show the monthly average note rate by loan type (conventional, FHA, VA, HELOC) in Texas for the last 12 months next to the same months a year earlier, and flag where the spread between conventional and government loans has widened.

Monthly average rates for each loan type, with the prior-year series for comparison.

Loan-level FHA sample

Pull the most recent FHA loans closed in Hillsborough County, FL over the last 90 days with note rate, loan amount, credit score, LTV, DTI, amortization type and channel, so I can eyeball pricing dispersion.

De-identified loan-level rows with rate, amount, credit score, LTV, DTI, term, amortization and channel, plus a total count.

Recruiters / Business Development

Find top producers, track who's moving and size up recruiting targets.

Tenured producers at a rival

List the top 10 producing loan officers at competitor name with an office in Texas who have been there at least 24 months, with their 12-month volume, product mix and branch.

A recruiting list ranked by volume, with tenure, units, purchase and refinance split, loan type mix and branch.

Did the move pay off?

For loan officers in Texas who changed companies in the last 24 months, how did their production after the move compare with before? Break it out by producer tier.

Before-and-after production for low, mid and high producers who switched companies, a reality check for any recruiting pitch.

Marketing

Size markets, pick target geographies and find data points for campaigns and content.

Size a state purchase market

Size the purchase mortgage market in Texas over the last 12 months. Give me total units and volume, average loan amount, rate, credit score and purchase price, and how each changed from the prior 12 months.

A one-screen market snapshot with year-over-year changes, ready for a pitch deck or a content hook.

Loan type and first-time buyer mix

For purchase loans originated in North Carolina in the last 12 months, break down the mix by loan type (conventional, FHA, VA) and show the first-time vs. repeat homebuyer split. I want data points for a campaign aimed at first-time buyers.

Product mix and first-time buyer share to use in campaign copy and audience targeting.

Competitive share by state

Who are the top 10 mortgage companies by loan volume actually produced in Georgia over the last 12 months? Rank them by in-state volume, not headquarters location, and show each one's in-state units and national volume.

The biggest lenders by in-state production, including national players headquartered elsewhere.

Build an agent outreach list

Build a target list of real estate agents in Wake County, NC who closed at least 5 financed buyer-side deals in the last 12 months but worked with 3 or fewer loan officers. Tell me how many there are and show the top ones by buyer units.

A count and ranked list of agents with steady financed-buyer business and few lender relationships.

New market briefing

I'm new to Raleigh, NC. Give me the lay of the land: total mortgage volume and loans against last year, the top lenders, the top loan officers and the busiest buyer's agents.

A day-one market briefing: market size and trend, plus the lenders, loan officers and agents doing the most business.

Title Agents

Find the agents, loan officers and lenders driving transactions in your counties.

Top agents in my county

Who are the top 10 real estate agents by closed sales volume in Maricopa County, AZ over the last 12 months? Include their brokerage, units, and buyer vs. listing side split.

The agents driving the most transactions in your county, with brokerage and side mix, to prioritize sales calls.

Brokerage offices to target

Which real estate offices in Maricopa County, AZ closed the most buyer-side deals over the last 12 months? Show the top 10 with agent count, buyer units, and the loan officer closing the most of their buyers.

The brokerage offices doing the most buyer business, with headcount and the loan officer winning their buyers today.

Real Estate Agents

Find lender partners, read your local market and see how competing agents perform.

ZIP market snapshot

Give me a market snapshot for ZIP 85255 for the last 90 days: number of sales, total volume, and average sale vs. list price, compared with the prior 90 days. I'll use it in a listing presentation.

Sales count, volume and average sale and list price against the prior period, ready for a listing presentation.

Full property history

Pull the full history for 123 Main St, Austin, TX 78756: past sales, recorded loans, estimated value and equity, and the lenders and loan officers involved.

A one-address property dossier: sales and loan history, estimated value and equity, and who financed it.

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