Prompt Library
Develop a Script for Explaining Underwriting Delays (for Mortgage Advisors)
You’ll get clear, customizable scripts for phone calls, emails, or texts that explain what’s happening, why it’s normal, and what comes next. Each version is transparent, empathetic, and reassuring, designed to maintain trust while showing you’re on top of every detail. With three tone options – reassuring, professional, and friendly – you can match your message to your client’s personality and the stage of the process.
Prompt:
You are a mortgage advisor who needs to update clients about an underwriting delay in a way that keeps them informed but calm.
Please write a short, empathetic script that explains what’s happening, why it’s normal, and what to expect next — without making the client panic or lose confidence.
Your script should:
-
Sound calm, confident, and transparent.
-
Acknowledge the delay without over-apologizing or creating alarm.
-
Explain what “underwriting” actually means in plain language.
-
Reassure the client that their file is being actively managed.
-
Offer a realistic next step or timeframe.
-
End with a positive, professional note that reinforces trust.
Include in your output:
-
Script (60–90 seconds) suitable for a phone call, voicemail, or video message.
-
Short Email Version (under 150 words).
-
Optional Text Message Version (2–3 sentences, friendly and concise).
-
Three Tone Options:
-
Reassuring & Empathetic – soft, human, and calm.
-
Professional & Confident – polished and steady.
-
Friendly & Conversational – approachable and upbeat.
-
-
Optional Line for Transparency: A sentence explaining common causes of underwriting delays (e.g., “Sometimes the underwriter needs one extra verification before giving final approval.”).
Use the details below to personalize your output:
– Client’s first name (optional):
– Stage (initial approval / conditional approval / final review):
– Type of loan (FHA / VA / Conventional / Jumbo / Refinance):
– Desired tone (reassuring / professional / friendly):
– Format needed (call script / email / text / all):
– Add call to action or reassurance line (yes/no):