Helping Applicants Finish the Form
Answer an applicant's question about a form field in your own product's language, without advising them what to put.
About this use case
Online applications are abandoned at the fields people do not understand. Gross or net income. Whether to include a spouse. What counts as a housing payment. The applicant either guesses, calls, or leaves — and guessing produces a file that has to be corrected later anyway.
This use case answers those questions from your own application help text and product disclosures. It explains what a field is asking for; it never tells the applicant what to enter, and it never touches eligibility.
Whether income means before or after tax, whether to add a co-applicant, what happens after the form is submitted — each is answered in the form's own terms, with the choice left to the applicant.
Documents to consider
- Your application form and its field definitions
- Application help text and frequently asked questions
- Product disclosures and terms
- Approved language for applicant-facing communication
- The list of questions applicants actually ask most often
The prompt
Written to be pasted straight into your AI assistant, with the documents it asks for attached. Request access below and we’ll send it over.
Files
Nothing to download here. This prompt runs against your own institution’s material — the documents it lists above.
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