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Mortgage loan pipeline tracking v1.0.0

Use this resource to design tracking for a loan application pipeline

New

  • 318 downloads
  • 142 likes
  • 165 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install loan-pipeline-tracking

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 defines the tracking components: application intake, status milestones, automatic notifications to borrowers and partners, a dashboard and the queue of stuck files. You get a process specification for a brokerage or a lender.

Mostly picked by

Updated November 2, 2026

Card for the “Mortgage loan pipeline tracking” skill

Details

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

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What you get

  • SKILL.md: application intake and milestone status tracking
  • SKILL.md: automatic notifications, dashboard and exception queue

Good fit for

  • Loan files get stuck without anyone noticing
  • Brokers want to be told at each step

Not for

    Tags

    • loans
    • pipeline
    • brokerage
    • milestones
    • notifications

    About

    You say

    “Design our loan pipeline tracking, with milestones, borrower notifications and a queue for stuck files.”

    Card for the “Mortgage loan pipeline tracking” 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 design tracking for a loan application pipeline
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md11.4 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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