The Mortgage Advisor Questionnaire — Build Your AI Operating Manual

40 questions. One time. Every Prompt Better.

Briefly answer these questions to teach your AI who you serve, how you sound, and how you solve problems.

1 Answer the questions below — your work saves automatically in this browser.
2 Tap Copy to grab all your answers at once.
3 Paste into your AI assistant and turn them into your Custom Instructions.

Section A: My Business

Teach AI who you are, what you do, and where you want to grow.

Tip:

Write short bullet answers. You can refine them later with AI.

What is my role and company?
Where am I licensed or active?
What type of business do I want more of?
What types of borrowers do I serve best?
What complex scenarios am I especially skilled at solving?
What makes my process or expertise different?
What do I want clients and partners to say about me?
What are my three biggest business priorities?

Section B: My Audience

Teach AI who you serve, what they care about, and why they reach out to you.

Tip:

Use the exact words your borrowers and partners would say out loud.

Who is my highest-value borrower?
Who are my most important referral partners?
What problems cause them to contact me?
What frustrates them about lenders?
What are their biggest fears?
What objections do I hear repeatedly?
What outcome are they trying to achieve?
What language do they use when describing their situation?

Section C: My Solutions

Teach AI how you help, what scenarios you solve, and what makes your solutions valuable.

Tip:

Connect each solution to a real borrower problem, not just a loan product.

What mortgage solutions do I commonly provide?
What client problem does each solution address?
What scenarios should cause someone to call me?
What process do I use to guide a client?
What common mistakes do I help clients avoid?
What stories or results prove my value?
What questions do clients ask most often?
What differentiators should AI emphasize?

Section D: My Communication Style

Teach AI how you want it to sound, structure information, and support your thinking.

Tip:

If you can, include examples of emails, texts, and posts that sound like you.

What should my tone feel like?
How concise should responses be?
How technical should explanations be?
What phrases sound like me?
What phrases should never appear?
How should AI structure emails, texts, and social posts?
What type of call to action do I prefer?
Should AI challenge my thinking, execute quickly, or both?

Section E: My Guardrails

Teach AI what must be verified, what it should never invent, and where human review is required.

Tip:

Strong guardrails save time and reduce bad output.

What facts must always be verified?
What should AI never invent?
What claims should AI avoid?
When should AI ask me questions?
What work always requires compliance or human review?
What confidential information should never be entered?
How should assumptions be identified?
What does unacceptable AI output look like?

After You Finish

Click “Copy All Answers” below.
Paste your answers into your AI assistant.
Use the Sample Prompt to turn them into Custom Instructions.
Test the output, refine it, and save what works.

Sample Prompt

“Organize my answers into clear Custom Instructions for an AI assistant. Preserve my voice, remove repetition, and include guardrails so AI does not invent rates, guidelines, approvals, or compliance claims. Ask me up to 5 clarifying questions before finalizing.”

Ready to build your AI operating manual?

Copy everything you’ve written — grouped by section — and paste it straight into your AI assistant.

Your answers save automatically in this browser.