Build your firm's underwriting master prompt
Lesson 4 of 8 · Compliance & safe AI use
1 · Learn the move · Flipped interaction
Flip the game: have the model interview you about your firm's underwriting standards, the assumptions you always state, and the line you never cross between an opinion of value and an appraisal - then write the master prompt you paste before any deal work, so it knows your guardrails from message one.
I want to build my underwriting master prompt. Interview me one question at a time about my firm's underwriting standards, the assumptions we always state explicitly, and what we may never assert about value. Keep going until you have enough, then write the master prompt I paste before any deal task. Ask the first question.
2 · Your turn. You write the prompt
You retype the same 'use only my figures, state the assumptions, and this is not an appraisal' every time. Write a prompt that interviews you once and produces a reusable standards block.
Remember: the AI sees only your prompt, not this page. If the situation isn't in your prompt, it doesn't exist.
Optional. These shape the output when you run your prompt below, not your score.