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Mortgage workflow compliance checks (US federal rules) v1.0.0

Use this resource to check a mortgage process for compliance

New

  • 368 downloads
  • 121 likes
  • 137 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install mortgage-workflow-compliance

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 walks through a checklist per federal regulation and ties each requirement to operational control points: fees, timing, HMDA data, ability to repay. You get a list of gaps to fix before a compliance review.

Mostly picked by

Updated November 2, 2026

Card for the “Mortgage workflow compliance checks (US federal rules)” skill

Details

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

Similar resources

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What you get

  • SKILL.md: RESPA and TRID sections, with fees and timing
  • SKILL.md: HMDA, QM/ATR and ability-to-repay sections
  • SKILL.md: ECOA, FCRA and common failure points

Good fit for

  • You design a new US mortgage workflow
  • You audit an existing loan process for regulatory gaps

Not for

    Tags

    • compliance
    • mortgage
    • regulation
    • audit

    About

    You say

    “Check our mortgage workflow against TRID and RESPA before the compliance review.”

    Card for the “Mortgage workflow compliance checks (US federal rules)” 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 check a mortgage process for compliance
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md12.6 KB

    Origin and licence

    Listed unmodified

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

    Notice

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

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