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Volume 1 · Free updates included
Process to Close™ AI Operations Field Manual
25 copy-paste AI workflows across 6 systems — the complete file-lifecycle operations manual for loan officers and processors. Built from 25+ years of mortgage operations experience.
$39 one-time. The full Volume 1 manual, yours forever — with free updates included. No subscription, no assistant plan required.
Buy the Field Manual — $39
Full contents
Everything inside, workflow by workflow.
Each workflow is a tight, copy-paste tool: one-line trigger, bracketed required inputs, master prompt, standardized output format, and a safety tag. No filler, no lessons.
System 1 — File Intake & Structure
- 1 — Initial File Intelligence Scan
- 2 — 1003-to-Source Reconciliation
- 3 — AUS Findings Action Map
- 4 — Timeline & Critical-Path Builder
System 2 — Qualification Analysis
- 5 — Income Evidence Reconciliation Engine
- 6 — Variable Income History–Trend–Continuance Engine
- 7 — DTI Rebuild & Sensitivity Test
- 8 — Asset Sufficiency & Funds-to-Close Engine
- 9 — Large Deposit Source-to-Receipt Tracker
System 3 — Problem File Diagnostics
- 10 — Why the File Isn't Working™
- 11 — Document Problem vs. Guideline Problem
- 12 — File Change-Control Engine
- 13 — File-Killer Early Warning Scan
- 14 — Appraisal Problem Decision Tree
- 15 — Title / Vesting / Lien Conflict Analyzer
System 4 — Condition Control
- 16 — Condition Resolution Engine™
- 17 — Condition Dependency & Priority Map
- 18 — Escalation Memo Builder
System 5 — Change Control & Closing Protection
- 19 — Mid-Process Change Impact Analyzer
- 20 — Document Expiration Radar
- 21 — Disclosure & Timing Data Organizer
System 6 — Process to Close™
- 22 — 30-Minute Pre-Submission Audit
- 23 — Submission Readiness Scorecard
- 24 — Clear-to-Close Readiness Audit
- 25 — Pipeline Risk Command Center
Buy the Field Manual — $39
Also available
Pair it with the AUS companion.
Focused system
AUS & File Triage Intelligence System
$19 one-time
The companion volume for DU/LPA work: structured AUS troubleshooting, file triage, condition decoding, pre-submission review, and escalation — with verification guardrails built in.
Buy the AUS system — $19Field manual questions
What to know before you buy.
What exactly am I buying?
A downloadable PDF: the Process to Close™ AI Operations Field Manual, Volume 1 — 25 copy-paste AI workflows organized across 6 systems, covering the full file lifecycle from intake to clear-to-close.
Is this a subscription?
No. $39 one-time. Yours forever, with free updates to Volume 1.
Do the prompts only work with Mortgage File IQ tools?
No. They are written as reusable professional prompt frameworks for the AI service you choose. Always follow that service's privacy, security, and acceptable-use rules.
What are the usage guardrails?
No prompt can prevent hallucinations, omissions, or incorrect conclusions. Do not paste Social Security numbers, dates of birth, complete account numbers, passwords, or unnecessary borrower identifiers. Verify material output against original findings, current requirements, and the applicable lender or authorized underwriter.
AI accuracy and privacy: No prompt can prevent hallucinations, omissions, outdated information, or incorrect conclusions. Do not paste Social Security numbers, dates of birth, complete account numbers, passwords, or unnecessary borrower identifiers. Verify material output against original findings, current requirements, and the applicable lender or authorized underwriter.
