Dana Whitfield
VP of Consumer Lending, Example Credit Union · Des Moines, IA
We were spending the first hour of every underwriting queue just reading files. Writing the summary down as a prompt meant everyone got the same first hour back.
Spotlight
The people and institutions who wrote down what their teams already do, so that another bank or credit union could pick it up and run it.
Marcus Oyelaran
Director of Collections, Sample Community Bank · Charlotte, NC
The collectors already knew what a good pre-call brief looked like. All we did was stop making them build it by hand forty times a day.
Example Regional Bank
Compliance & Quality Control · Portland, OR
Our QC checklist had lived in a spreadsheet since 2011. Turning it into a prompt did not change the checklist — it changed how many files we could put through it.
Priya Raman
Head of Member Experience, Sample Federal Credit Union · Austin, TX
Routing was the whole problem. Once the rules were written out plainly enough for an assistant to follow, they were plain enough for new hires too.
Have a use case worth sharing?
Every entry in the catalog started as one team’s working practice. If yours is written down well enough that a colleague could follow it, it is written down well enough to publish here.
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