Pipeline update for credit or management
A weekly pipeline summary that shows what moved and what's stuck.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 72/100 for following the rules and doing the task.
That's today's free runs. Solo Pro, Founder, and SMB Team give you 100 runs a day, 1,000 checks a day, and batch runs for up to 50 contacts. New Solo Pro is $19 a month. People already on Pro stay at $15 a month or $100 a year. See plans. You can still use Open in ChatGPT, Claude, or Grok for free.
Fill in the required fields, then build your prompt.
Free. Run it here sends the prompt through our server to Claude and shows the draft on this page (5 runs a day free, 100 on a paid plan); we don't store it. Open in ChatGPT, Claude, or Grok sends the prompt to that tool instead. Sign in there first, or the prompt box may come up empty; if it does, use Copy and paste it in.
Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- Deals and status: Ridge Rd $2.94M underwriting, appraisal ordered. Northgate Plaza refi $5.1M approved, docs out. Pine Row $640K new, waiting on rent roll for 2 weeks. Elm Retail $1.8M dead, sponsor went with a bank.
Pipeline update
New
- Pine Row, $640K. Still waiting on the rent roll (2 weeks).
In underwriting
- Ridge Rd, $2.94M. Appraisal ordered.
Approved
- Northgate Plaza refi, $5.1M. Loan documents are out.
Dead
- Elm Retail, $1.8M. The sponsor went with a bank.
Needs attention
- Pine Row: two weeks without a rent roll. Follow up or drop it.AI drafts can be wrong. Check every fact, name, and number before you send anything. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.
More for cre lenders
Loan request memo
Write the loan request (or credit memo summary) from the deal facts.
Term sheet summary for a borrower
Explain a term sheet's key points to a borrower in plain English.
Borrower document request
Ask a borrower for everything you need, once, in a clear checklist.
Mortgage broker relationship email
Tell brokers what you're lending on right now, without promising terms.
Loan decline with a path forward
Say no to a loan request clearly and kindly, with what would change the answer.