Assemble the sources-and-uses that foots
Rung 4 of 10 · Recipe pattern
1 · Learn the move · Recipe pattern
A sources-and-uses that doesn't foot is a hole in the deal, not a rounding problem. And the equity plug is where sloppy packages hide it by inventing a number. Build a reusable recipe: itemize every use from the facts, list the debt, derive equity as the plug with the subtraction shown, then run an explicit foot check tagged for a calculator. If sources don't equal uses, that's a FINDING you report, never a figure you fudge. Same recipe every deal means the same discipline every deal. And the missing-doc checklist catches what the borrower didn't send.
Put together the sources and uses for this deal. [PASTE: purchase price, closing costs, reserves, capex, financing fees, sized loan]
2 · Your turn. You write the prompt
A bank credit analyst is packaging a small owner-occupied acquisition for approval. He has the cost items and the sized loan, but the appraisal-driven reserve figure hasn't come in yet. He needs a clean sources-and-uses that foots and a checklist flagging the missing item. Without anyone plugging a fake number to make it balance.
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