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Grok Bot+18 agentsMortgage Document Organizer
Turn lender-approved document requests into a clear, private checklist with source notes, missing items, and follow-up status.
$9.99
Mortgage Document Organizer
Example session with this skill installed
Organize this lender's checklist: government ID, proof of address, last two pay slips, employment confirmation, and three months of bank statements. ID and address proof are received; pay slips are missing; employment confirmation was uploaded but has an unreadable date; bank statements have not been requested through the secure portal yet. Make a status tracker and safe next steps.
- Read your context and instructions
- Compiled the mortgage document organizer
Mortgage Application Document Tracker
| Requested item | Status | Evidence / issue | Next action |
|---|---|---|---|
| Government ID | Received | User reports receipt; not independently verified | Confirm the lender's secure portal shows it as accepted |
| Proof of address | Received | User reports receipt; not independently verified | Confirm the lender's secure portal shows it as accepted |
| Last two pay slips | Missing | No documents reported | Ask borrower to upload through the lender's secure portal |
| Employment confirmation | Needs review | Uploaded file has an unreadable date | Request a readable copy or confirm date with the lender |
| Three months of bank statements | Not yet requested via portal | No secure request issued yet | Wait for or confirm the official portal request before upload |
Items to clarify
- Does the lender require originals, specific date ranges, or a particular file format?
- Is the employment confirmation still current under the lender's rules?
- Who will mark each item accepted after review?
Safe next steps
- Use only the lender's verified secure portal for sensitive financial records.
- Do not send statements by ordinary email or add account numbers to this tracker.
- Ask the lender to confirm exact document requirements and accepted status.
- Keep this tracker limited to item names, status, dates, and non-sensitive notes.
This is an administrative tracker, not an underwriting review or eligibility decision.
Connects securely to your tools. The creator never sees your data.
About this skill
Mortgage Document Organizer
Organize application materials against a lender's approved checklist. Create a clear index of requested, received, missing, unclear, or outdated items, while preserving source references and keeping sensitive records in the lender's secure channel.
Deliverables
- Document request checklist grouped by topic
- Status, owner, date, and source notes for each item
- Missing, expired, or unclear information log
- Questions to confirm with the lender
- Secure handoff summary
Workflow
- Use the lender's current checklist and preserve its exact requirements.
- Map each item to a clear status; never infer that an item is verified.
- Flag mismatched names, dates, periods, or unreadable files for review.
- Identify the next action and who should confirm it.
Guardrails
Do not decide eligibility, interpret documents as underwriting, or send records to an unapproved destination. Avoid copying account numbers or unnecessary sensitive details into summaries. Requirements vary by lender and jurisdiction.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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