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Borrower self-service portal specification v1.0.0

Use this resource to specify a self-service portal for mortgage borrowers

New

  • 421 downloads
  • 151 likes
  • 162 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install borrower-self-service-portal

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent details authentication, the status dashboard, document requests, secure messaging and closing coordination. You get a functional specification and the portal's security requirements.

Mostly picked by

Updated November 2, 2026

Card for the “Borrower self-service portal specification” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: authentication and loan status dashboard
  • SKILL.md: outstanding conditions, document upload and messaging
  • SKILL.md: closing coordination and security requirements

Good fit for

  • Your team gets too many calls about file status
  • You are designing a space where borrowers upload their documents

Not for

    Tags

    • borrower
    • portal
    • mortgage
    • security

    About

    You say

    “Specify the borrower portal for our brokerage: status, document upload, messages and closing appointments.”

    Card for the “Borrower self-service portal specification” skill

    Skill published by thelobbi under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to specify a self-service portal for mortgage borrowers
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md10.9 KB

    Origin and licence

    Listed unmodified

    Author
    thelobbi
    Source
    github.com/thelobbi/claude/tree/f971cbfa27f0d1cd9d885bb9ae0f325dbe90dc27/plugins/lobbi-mortgage-domain/skills/borrower-portal
    Licence
    MIT

    Notice

    « borrower-portal » (thelobbi, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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