Send your lender one clean deal summary for an investment property: value with comps, after-repair value, repair budget and flip or rental returns in a single read-only report, before they have to ask: AI agent prompt
Most real estate investors need a loan to close, and before a lender says yes it wants to see what the property is worth, what it needs and what it can earn. Getting those numbers over often means downloading files, writing a long email and answering the same questions twice while a good deal waits. On Oct 29, 2026 Homesage.ai, whose database covers more than 155 million U.S. properties, let investors send its Full Property Report to a lender in one step: open the report, click Share with lender, pick a saved lender or type any name and email, and add a short message. The lender gets a link to a read-only copy with an estimated value and the comparable sales behind it, the estimated after-repair value, a property condition score and renovation cost estimate, flip and rental ROI including long-term and short-term rental estimates, value history, local market outlook, nearby schools, and flood and wildfire exposure; paid add-ons such as owner details stay out of the shared copy. CEO Blaze Dimov's pitch: the investor finds a deal at night and the report is in the lender's inbox by morning. The prompt below builds the same one-page package from your own numbers with any assistant.
The prompt
Help me put together a one-page deal summary to send my lender for an investment property. Address: [address]. Purchase price: [price]. My plan: [flip / long-term rental / short-term rental]. Here is what I have: [paste comps, inspection notes, contractor quotes, rent estimates, taxes, insurance, HOA]. 1) Organize it into sections a lender expects: property and plan, estimated value with the 3 to 5 comparable sales behind it, after-repair value and how I got it, repair budget with a contingency, and the returns (flip profit or rental cash flow, cap rate and cash-on-cash), showing every formula. 2) Flag any number that is missing, based on a single source, or looks optimistic, and mark it [CHECK] instead of guessing. 3) Add a short risks section (flood or wildfire exposure, condition issues, market trend, vacancy) with how I plan to handle each. 4) Leave out anything private the lender doesn't need, such as seller or owner personal details. 5) Write a 4-sentence cover email to [lender name] and list the 5 questions they're most likely to ask so I can answer them up front. Use plain language and a table for the numbers.
Fill in the blanks, then copy
This prompt has 4 [bracket]s to fill in. Type your details below and the prompt updates as you go. Your answers stay in this browser and are reused on other prompts with the same blanks. Nothing is sent to us.
Example values are fictional, just to show how a filled-in prompt reads. Replace them with your real details.How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (use the fill-in-the-blanks box above, which remembers your answers for the next prompt).
- Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.
Works with: ChatGPT, Claude, Gemini, Homesage.ai
Real-world example: einpresswire.com/article/952934024/from-deal-to-lender-in-one-click-ho
Featured in: Free AI agent prompts for small business (beginner-friendly) · ChatGPT prompts for business email, replies and follow-ups · AI prompts to summarize meetings, notes, documents and reports · AI prompts for writing SOPs, reports, policies and checklists · ChatGPT prompts for property management and landlords: tenants, repairs, inspections, ledgers and owners
Before you use it: what to check
Check yourself
- This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records. How prompt injection works →
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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