Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

Evaluate a mortgage refinance v1.0.0

Use this resource to evaluate a mortgage refinance and make recommendations

New

  • 307 downloads
  • 206 likes
  • 200 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install mortgage-refinance-evaluation

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 collects the loan data through a structured interview, extracts fields from an uploaded loan statement, assesses qualification by credit score tier, debt-to-income ratio and LTV, then gives recommendations. You get a refinance scenario explained in plain terms.

Mostly picked by

Updated November 2, 2026

Card for the “Evaluate a mortgage refinance” skill

Details

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

Similar resources

View all

What you get

  • SKILL.md: structured interview and data collection
  • SKILL.md: field extraction from a statement
  • SKILL.md: qualification thresholds and loan types

Good fit for

  • You are considering renegotiating your mortgage
  • You want to compare your current loan with a refinance offer

Not for

    Tags

    • refinance
    • mortgage
    • qualification

    About

    You say

    “Tell me whether refinancing my 4.2% loan over 18 years is worth it, based on this statement.”

    Card for the “Evaluate a mortgage refinance” skill

    Skill published by davepoon 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 evaluate a mortgage refinance and make recommendations
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.6 KB

    Origin and licence

    Listed unmodified

    Author
    davepoon
    Source
    github.com/davepoon/buildwithclaude/tree/75c22add059d710b269153142600ec8ef21c2092/plugins/mortgage/skills/mortgage-loan-officer
    Licence
    MIT

    Notice

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

    User reviews

    –

    No ratings yet

    Loading reviews…

    Delete your review?

    Your rating and comment will be removed from the page.