Menu
SkillsMP a collecté 10 skills depuis AStyer8345/adam-styer-skills. Ouvrez un skill pour examiner sa source et ses détails.
Affichage de 10 skills collectés sur 10.
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…
Langue du texte source : anglais
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…
Langue du texte source : anglais
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.…
Langue du texte source : anglais
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…
Langue du texte source : anglais
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…
Langue du texte source : anglais
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…
Langue du texte source : anglais
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…
Langue du texte source : anglais
Paste mortgage rates into chat and send a rate update — publishes a rate page to the website and sends teaser emails via Mailchimp.
Langue du texte source : anglais
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…
Langue du texte source : anglais
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…
Langue du texte source : anglais