Menú
SkillsMP ha recopilado 10 skills de AStyer8345/adam-styer-skills. Abre una skill para revisar su origen y sus detalles.
Mostrando 10 de 10 skills recopiladas.
Extracts all key fields from an executed purchase contract and generates three outputs: (1) A professional reply-all email to transaction parties (buyer's agent, listing agent, title, TCs) acknowledging contract receipt and confirming loan details, (2) A…
Idioma del texto original: inglés
Generates a personalized referral introduction email to a new buyer lead and sends an Outlook draft via Zapier. Use this skill whenever Adam provides a new referral lead and wants to send an intro email. Extracts lead details (name, referral source, target…
Idioma del texto original: inglés
Processes a new loan application from start to finish — extracts borrower and referral info, creates Salesforce contacts with Adam's defaults, drafts a personalized intro email via Outlook (Zapier), and adds contacts to Apple Contacts without duplicates.…
Idioma del texto original: inglés
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…
Idioma del texto original: inglés
Builds a branded multi-page refinance analysis PDF for a borrower and drafts the accompanying email to send with it. Use this skill whenever Adam uploads an Initial Fees Worksheet (IFW) PDF from Arive and wants to present refinance options to a borrower. Also…
Idioma del texto original: inglés
Processes a new inbound lead from Adam's website (styermortgage.com) — creates a Salesforce contact with Lead Source: Web Lead, drafts a personalized follow-up email via Gmail that references the conversation, includes the loan application link, and lists the…
Idioma del texto original: inglés
Generates and sends a fully populated Final Closing Disclosure (CD) email draft to Outlook via Zapier. Use this skill whenever Adam says "Final CD email" or "CD email" or attaches a Closing Disclosure PDF and asks to draft the closing email. Extracts 10…
Idioma del texto original: inglés
Paste mortgage rates into chat and send a rate update — publishes a rate page to the website and sends teaser emails via Mailchimp.
Idioma del texto original: inglés
Generate Adam Styer's content + teaser emails for his mortgage business. This skill creates website landing page content (borrower + realtor versions) and simple teaser emails that drive traffic to the website. Use this skill whenever Adam mentions…
Idioma del texto original: inglés
Generate Adam Styer's weekly rate update for real estate agents — a text message version, website landing page content with the full rate table and market commentary, and a simple teaser email that drives agents to the website. Use this skill whenever Adam…
Idioma del texto original: inglés