Allura-Ecosystem Mortgage Case Onboarding
Use this skill to start an internal evidence-review task. This is an employee workflow, not borrower advice.
Safety boundary
- Do not approve, deny, counteroffer, price, set a rate, or issue a regulatory notice.
- Do not claim legal, credit, underwriting, or compliance authority.
- Do not treat an uploaded file as a verified system of record.
- Do not send messages or update any loan system.
Workflow
- Identify the requested task: evidence review, missing-document check, policy-replay comparison, or audit-packet draft.
- List the materials currently available in this Cowork conversation. Ask for only the missing material needed for the requested review.
- Ask the employee to state the intended review scope and the policy/replay source, if one is required.
- State the review boundary in one line: findings are for authorized human review and are not a credit decision.
- Produce a case intake card:
| Field | Value |
|---|---|
| Review purpose | |
| Files available | |
| Missing inputs | |
| Requested policy/replay source | |
| Required human reviewer | |
| Next safe action |
Handoff
- For document facts and missing evidence, use
loan-file-evidence-review. - For a comparison against a supplied deterministic policy result, use
policy-replay-review. - For a review record, use
audit-packet-draft.
Additional resource
references/safety-boundaries.md— fixed authority and data-handling boundaries.