🏠 Guideline AI Agent Mortgage Policy Assistant
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Ask me about mortgage policies

I have access to Non-QM, Open Road and Fannie Mae guidelines

How would you like to ask your question?
Mode A
General / Definitional
Ask what something is, how a term is defined, or how a process works — no specific loan in mind.
Mode B
Program-Known / Topic-Specific
You know which program you're working with and have a specific policy question about it.
Mode C
Scenario-Based / Program-Unknown
Describe a borrower or loan scenario and ask which program fits or what your options are.
Mode A — General / Definitional ▼

Sent to the LLM for Mode A (definitional) questions. No clarifying questions — answer directly from policy.

Mode B — Program-Known / Topic-Specific ▼

Sent to the LLM for Mode B (program-known) questions. May ask one clarifying question if a dimension genuinely splits the answer.

Mode C — Scenario-Based / Program-Unknown ▼

Sent to the LLM for Mode C (scenario) questions. Identifies candidate programs, presents comparisons, at most one follow-up.

🔧 Legacy Single Prompt (Approve / Reset) ▼

The original single system prompt. Used for approve/reset baseline management. Changes here do not affect Mode A/B/C routing.

📖 Mode A — Analysis Prompt ▼

Drives the Phase 1 analysis LLM for Mode A questions. Must never set needs_clarification: true.

🎯 Mode B — Analysis Prompt ▼

Drives the Phase 1 analysis LLM for Mode B questions. Clarifies only when a dimension genuinely splits the answer.

🔍 Mode C — Analysis Prompt ▼

Drives the Phase 1 analysis LLM for Mode C questions. Identifies candidate programs, one follow-up max.

🔧 Legacy Analysis Prompt ▼

The original single analysis prompt. Kept for reference.

⚠️ Response Disclaimer

This text appears at the end of every AI response. Changes take effect within 5 minutes.

Prompt History

Every prompt save and reset, newest first. Showing last — of — entries.

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