# Mortgage AI Starter Kit: organize contacts and prepare better follow-up

Version 2026-09-15-v1. Published by Leaf360 at https://www.leaf360.com/mortgage-ai-starter-kit

This kit teaches one job: take a messy contact list, organize it without losing or merging anyone, and prepare follow-up that a person reviews before anything is sent. It works with ChatGPT, Claude or Gemini, the assistant you already use. It does not need a Leaf360 account, and it uses fictional practice data only.

## What you will produce

1. A record-preserving contact table: every contact ID stays its own row.
2. A suggested follow-up queue with a proposed owner for each task.
3. Two unsent drafts: one for a borrower, one for a referral partner.
4. A list of facts a person has to check before anything is used.

## What you need

- An assistant: ChatGPT, Claude or Gemini, on any plan that lets you upload a file or paste text. Pick the current default model in the app. Nothing in this kit depends on a specific model.
- The practice file `synthetic-contacts.csv` from this folder. Every name, number, address and note in it is fictional.
- Ten minutes.

## The files

| File | What it is |
|---|---|
| `START-HERE.md` | This page. |
| `instructions.md` | The ten steps, and which step is whose job on a mortgage team. |
| `prompt.txt` | The prompt to paste, exactly as written. |
| `synthetic-contacts.csv` | Eleven fictional contacts with two possible duplicates, one real date conflict and several blanks. |
| `example-output.md` | A hand-written example of a good result and the answer key. Not a model run. |
| `assistant-setup.md` | Where to upload a file, save instructions and check the data settings in ChatGPT, Claude and Gemini, with the official pages and the date they were read. |
| `README.md` | Version and file list. |

## The short version

1. Read `instructions.md` steps 1 and 2 so you know the boundaries.
2. Open your assistant. Upload `synthetic-contacts.csv` or paste its contents.
3. Paste `prompt.txt`. Answer the questions it asks you first.
4. Compare what you get with `example-output.md`. Use the answer key.
5. Only then decide whether to try it on your own data, after reading `assistant-setup.md` on data settings and your company's policy.

## What this kit is not

It is not a model benchmark, a compliance program, legal advice, underwriting guidance, a rate tool or a substitute for your company's data policy. It does not connect anything to your CRM, and the example output was written by hand, not produced by an assistant.

When you are ready to work inside Leaf360, the optional last step in `instructions.md` points to the Leaf360 MCP setup page and describes exactly what has been tested there.