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/refi-quote

Mortgage refinance quote, analysis, and application submission

  • Commands
  • General
  • 0

What it does and how to use it

A /slash command, ready to use, that runs a general workflow in a single step.

  1. Install the command (command above).
  2. In Claude Code, type "/" followed by the command name.
  3. Follow the instructions the command asks for and let it run.

Install (Claude Code)

mkdir -p .claude/commands && curl -fsSL https://doutorai.pt/data/lib/commands__davepoon-subagents__commands-refi-quote.md -o .claude/commands/davepoon-subagents__commands-refi-quote.md

Paste this command into the terminal, in your project folder, and the component installs automatically.

Content

---
description: Mortgage refinance quote, analysis, and application submission
category: business-finance
---

# /refi-quote

Complete mortgage refinance workflow from data collection through application submission. Guides borrowers through a structured, compliance-aware conversation.

## Workflow

| Phase | Name | Purpose |
|-------|------|---------|
| 1 | Data Collection | Upload mortgage statement, extract data, interview borrower, validate inputs |
| 2 | Pricing | Call mortgage pricing engine via MCP, handle response and errors |
| 3 | Analysis & Recommendation | Savings br

- 🔒 Full content on the Pro plan (€7.99/month) -

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