Client Intake & Red Flag Review
Valuator AI Tips/Usage/Efficiencies
Prompts You Can Use
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Prompts You Can Use
Purpose: Summarize unstructured communication and identify normalization leads.
Prompt: You are a valuation analyst. Summarize this client email into: Key facts Potential normalization items Missing documents checklist Follow-up questions (5–10) Email: [Paste email]
Author: Colin Brown
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Information Summary
Created
2/13/2026 9:00:00 AM
Last Edited
2/13/2026 9:14:00 AM
Tested
2/2/2026
Content Type
Prompts You Can Use
Category
Valuator AI Tips/Usage/Efficiencies
Usage Type
Free
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