Drafts a congratulatory pre-approval email to a borrower via Outlook (Zapier). Adam uploads a pre-approval letter PDF — Claude extracts key fields and populates the hardcoded HTML template, then creates an Outlook draft for Adam to review and send. Use this skill whenever Adam says "pre-approval email", "send pre-approval", "draft pre-approval email", "pre-approval letter email", "borrower got approved", "got pre-approved — send them the email", or uploads a pre-approval letter PDF and wants to draft the borrower email. Also trigger on phrases like "pre-approval email for [name]", "send [name] their pre-approval email", "[name] is pre-approved send the email", or "preapproval email".
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Drafts a congratulatory pre-approval email to a borrower via Outlook (Zapier). Adam uploads a pre-approval letter PDF — Claude extracts key fields and populates the hardcoded HTML template, then creates an Outlook draft for Adam to review and send. Use this skill whenever Adam says "pre-approval email", "send pre-approval", "draft pre-approval email", "pre-approval letter email", "borrower got approved", "got pre-approved — send them the email", or uploads a pre-approval letter PDF and wants to draft the borrower email. Also trigger on phrases like "pre-approval email for [name]", "send [name] their pre-approval email", "[name] is pre-approved send the email", or "preapproval email".
Pre-Approval Email Skill
Overview
Adam uploads a pre-approval letter PDF → Claude extracts 8 fields → populates HTML email template → sends draft to adam@thestyerteam.com via Outlook (Zapier).
Adam reviews draft, swaps "To" to borrower's email address, then sends.
Step 1 — Extract Fields from Pre-Approval Letter PDF
Read the uploaded pre-approval letter PDF and extract the following fields:
Field
Description
Example
FIRST_NAME
Borrower's first name only
Maria
FULL_NAME
Borrower's full name
Maria Johnson
BORROWER_EMAIL
Borrower's email address (if present in PDF or provided by Adam)
Property type if specified (Single Family, Condo, etc.)
Single Family
If BORROWER_EMAIL is not in the PDF, leave placeholder [BORROWER_EMAIL] in the draft and note it in the pre-send checklist.
If PROPERTY_TYPE is not specified, omit that line from the email body.
Step 2 — Draft Email via Outlook (Zapier)
Call microsoft_outlook_create_draft_email with this exact pattern:
body: null
subject: null
bodyFormat: null
instructions: ALL content — subject, recipient, body format, and full HTML body — goes here as a single string
output_hint: "confirmation the draft was created with subject line and recipient"
The HTML body must be flattened to a single line with no line breaks inside the instructions string.
Subject Line
🎉 You're Pre-Approved, [FIRST_NAME]! Here's What Happens Next
HTML Email Template
Use the following HTML template. Replace all [PLACEHOLDERS] with extracted values. Flatten to single line when passing to Zapier.
<!DOCTYPE html><html><head><metacharset="UTF-8"></head><bodystyle="margin:0;padding:0;background-color:#f4f4f4;font-family:Arial,sans-serif;"><tablewidth="100%"cellpadding="0"cellspacing="0"style="background-color:#f4f4f4;padding:30px 0;"><tr><tdalign="center"><tablewidth="600"cellpadding="0"cellspacing="0"style="background-color:#ffffff;border-radius:8px;overflow:hidden;box-shadow:0 2px 8px rgba(0,0,0,0.08);"><!-- Header --><tr><tdstyle="background-color:#003366;padding:30px 40px;text-align:center;"><h1style="color:#ffffff;margin:0;font-size:24px;font-weight:700;letter-spacing:0.5px;">The Styer Mortgage Team</h1>< =>Senior Loan Officer | NMLS# 513013
🎉 Congratulations, [FIRST_NAME]!
You're officially pre-approved — and that's a big deal. Here are your approval details:
Borrower: [FULL_NAME]
Purchase Price: Up to [PURCHASE_PRICE]
Loan Amount: Up to [LOAN_AMOUNT]
Loan Type: [LOAN_TYPE]
Letter Expires: [EXPIRATION_DATE]
A quick note about this letter: The pre-approval I've attached is a general starter letter based on your financial profile. It reflects the maximum purchase price you qualify for.
When you're ready to make an offer on a specific property, I'll send you and your real estate agent a customized pre-approval letter that matches the exact offer price. That letter will be tailored to strengthen your offer and protect your privacy — it won't show a higher approval than you need.
In the meantime, here's what to keep in mind as you shop:
Keep Your Approval Strong:
Don't open new credit cards or take on new debt
Don't make large cash deposits without documenting the source
Avoid switching jobs before closing
Run any big purchases by me before you make them
Have questions or found a house you want to make an offer on? Reach out any time — I'm here to move fast when you need me.
Schedule a Quick Call
AS
Adam Styer
Senior Loan Officer | Mortgage Solutions LP
NMLS# 513013
(512) 956-6010
adam@thestyerteam.com
Happy with your experience? A review means the world:
⭐ Google Review
|
🏡 Zillow Review
Step 3 — Pre-Send Checklist
After creating the draft, output this checklist exactly:
PRE-SEND CHECKLIST — Pre-Approval Email
========================================
BEFORE SENDING:
[ ] Open draft in Outlook
[ ] Change "To" from adam@thestyerteam.com → [BORROWER_EMAIL]
[ ] Confirm borrower name is correct in subject and body
[ ] Confirm purchase price and loan amount match the letter
[ ] Confirm loan type is correct
[ ] Confirm expiration date is correct
[ ] Attach the pre-approval letter PDF
[ ] Review tone — warm, clear, confident
FIELDS EXTRACTED:
• Borrower: [FULL_NAME]
• Email: [BORROWER_EMAIL]
• Purchase Price: [PURCHASE_PRICE]
• Loan Amount: [LOAN_AMOUNT]
• Loan Type: [LOAN_TYPE]
• Expiration Date: [EXPIRATION_DATE]
• Property Type: [PROPERTY_TYPE]
Rules Summary
Draft recipient is always adam@thestyerteam.com — Adam swaps to borrower before sending
body, subject, bodyFormat must always be null — all content goes inside instructions only
HTML must be flattened to a single line inside the instructions string — no literal newlines
If BORROWER_EMAIL is missing — flag in checklist, leave [BORROWER_EMAIL] as placeholder in draft
If a field can't be extracted — leave the placeholder visible and flag it in the checklist
Attach the PDF — remind Adam in checklist to attach the pre-approval letter PDF to the draft
Never modify hardcoded values: Calendly, phone, email, NMLS#, Google Review link, Zillow link
p
style
"color:#a8c4e0;margin:6px 0 0 0;font-size:14px;"
</p>
</td>
</tr>
<!-- Body -->
<tr>
<tdstyle="padding:40px 40px 20px 40px;">
<h2style="color:#003366;margin:0 0 20px 0;font-size:22px;">
