The moments that lead here
If one of these is your afternoon, you are in the right place.
Get a complete loan application package from an applicant so I can start underwriting without chasing missing pages.
2 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+Collect a complete loan application from [applicant=Maria Gomez]: convert her Word income…
Execute — do the immediate task
+Collect a complete loan application from [applicant=Maria Gomez]: convert her Word income statement, Excel asset sheet, and uploaded photos into one PDF, combine into a single package, check every required page (ID, 2 years tax, pay stubs) is present before I start underwriting.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+Before I begin underwriting for [applicant=Maria Gomez], make the application package easy to…
Improve — make it easier to accept
+Before I begin underwriting for [applicant=Maria Gomez], make the application package easy to review: surface a one-line completeness checklist up top, flag any missing mandatory pages (government ID, two years' taxes, latest pay stubs), and merge Word and Excel source files into one PDF with a clear table of contents.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Who does this, and with what
The same task is different work inside a different job.
Loan OfficerAdobe Acrobat ProDocuSignalso: Collect Complete Loan Packagealso: Verify Application Completeness
Next to this one
Other send work people do in Adobe Acrobat.
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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