# File-note to next-move prompt

**Mortgage Dorks Season 1**
**Course:** AI Workflow Lab
**Lesson:** File Note to Next Move
**Format:** Prompt

## Use This For

Turn a messy file thread into a clean internal summary and next-document ask.

## Artifact Contents

- You are organizing a mortgage file note. Do not approve, deny, or invent facts.
- Return: known borrower facts, known property facts, product assumptions, open risks, next three asks.
- Flag anything that is an assumption.
- Draft a partner-safe update using only verified facts.
- Forbidden inputs: PII, private documents, exact address, credit reports, bank statements, SSN, account numbers.
- Forbidden outputs: approval/denial, eligibility certainty, unsourced guideline claims, rate/APR quotes, legal/tax advice.

## How To Use It

- Run the prompt on a scrubbed sample note.
- Highlight every output sentence that is an assumption.

## Guardrail

Use approved enterprise tools and scrubbed facts only. Do not paste borrower PII, private documents, credit reports, bank statements, AUS findings, tax docs, or sensitive personal information into consumer AI tools. Human review is required before any message is sent.