How to Bring a File to Live Office Hours

Teach members to submit a safe, useful live question before office hours starts.

Scenario

A member wants live help but has a long emotional backstory, private docs, and no clear decision question.

Learner Outcome

The member can convert a real pressure moment into a synthetic file-board question for live discussion.

Skool summary

Before live office hours, submit one safe file-board question: facts, missing proof, risk sentence, and the decision needed.

Submission standard

A live question must be safe enough to discuss on a webinar and specific enough to answer. Use synthetic or rounded facts, no documents, and one decision question.

File-board format

Bring purpose, occupancy, property type, income type, credit posture, assets/reserves, timeline, known facts, missing proof, and the must-be-true statement.

The live ask

Ask for one of three things: next document, product-path question, or partner-safe script. A live room cannot underwrite the file, but it can sharpen the next move.

Homework

Submit one synthetic file-board question before the next live session.
Remove every document reference and borrower-identifying detail.

Artifact

Live office-hours submission template

Copy/paste template

Role and market:
Synthetic file-board facts:
Known facts:
Missing proof:
Risk sentence:
Decision needed in the live room:

Download artifact

Quiz check

What should a live office-hours question ask for?

Answer: A next document, product-path question, or partner-safe script.

Compliance guardrail

Use synthetic or anonymized facts only. Remove names, exact property addresses, phone/email, SSN/DOB, loan numbers, account numbers, NMLS/customer IDs, unique employer or business names, screenshots, credit reports, AUS findings, tax docs, bank docs, and any combination of facts that could identify a borrower or customer. Education and workflow support only. Not underwriting approval, legal advice, tax advice, financial advice, a rate quote, or a promise of eligibility. Follow employer, investor, agency, state, and federal requirements.