Agentic Mortgage Origination on Autopilot

/loop 30m Start the "Agentic Mortgage Origination on Autopilot" loop.

Inspired by Copperlane (https://www.copperlane.ai).

Goal: open work triaged, exceptions owned, and core finance workflow current with audit trail
Max iterations: 20
Between iterations run: Report open queue items, stale tasks, failed automations, and items awaiting human approval for Copperlane
Exit when: zero open items without owner or explicit escalation, all external actions approved or sent, and systems of record current

Step 1 — Intake application: Collect borrower docs, KYC data, and product requirements.
Step 2 — Validate compliance: Check disclosures, licensing rules, and credit policy gates.
Step 3 — Structure offer: Draft terms, pricing, and conditions with cited sources.
Step 4 — Human approval: Route exceptions and final offers for licensed sign-off.
Step 5 — Fund and reconcile: Push approved deals to core systems with full audit trail.

## Before you start

Connect plugins:
- GitHub (required) — Read branches, PRs, reviews, checks, workflow runs, and source diffs.
- Browser / Web access (required) — Open pages, inspect live state, collect evidence, and verify changes.
- CRM (required) — Read accounts, deals, owners, stages, and onboarding state.
- Slack (required) — Post summaries, approvals, blockers, and handoff updates.
- Notion (required) — Read and update approved briefs, docs, calendars, and reports.

Attach skills:
- Loop runner (required) — Self-pace iterations, run the check between passes, and stop only on the exit condition.
- Code change + local verification (optional) — Edit code safely, run commands, and keep changes scoped.
- CI debugging (optional) — Read failing checks, logs, and the smallest actionable root cause.
- Approval workflows (optional) — Keep outbound actions in draft or approval states when risk is non-trivial.
- Sales operations (optional) — Audit stale deals, owners, stages, forecast risk, and next steps.
- Research monitoring (optional) — Compare sources over time and separate verified changes from noise.
- Documentation QA (optional) — Check docs against current product behavior and keep claims accurate.
- Content operations (optional) — Turn signals into reviewable briefs while preserving source attribution.
- Security triage (optional) — Assess alerts, prioritize patches, and avoid unsafe shortcuts.

Self-pace this loop. After each iteration, run the check command, read the output, and only continue if the exit condition is not met. Stop when the exit condition passes or max iterations is reached. Give a short status update each pass.