AI Lending Starter Kit — the whole builder toolkit, one bundle

The four tiers below this are each good standalone products. The Starter Kit is what you buy if you already know you want all four and want them to speak with one voice — same index, same format, same update cadence, plus three bonuses that only ship in the bundle.

What’s actually in the bundle

The four products, unedited, exactly as they’re sold individually:

• The Prompt Starter — 10 underwriting prompts, the tripwire everyone starts with.
• The Prompt Library — 50+ prompts across the full workflow.
• The Scorecard Template — working Sheets + Notion scorecard.
• The Fraud Playbook — patterns, prompts, decision trees.

Plus three bundle-only bonuses:

Workflow diagrams — SVG and PDF maps of four standard lending workflows (onboarding, underwriting, fraud screening, collections) with AI touchpoints marked. Also ship as editable Figma files so you can fork and adapt for your org. I use these in board-pack slides, onboarding decks, and whenever someone asks “so where exactly is AI in your process?”

The 30-day AI lending workflow calendar — week-by-week rollout plan. Week 1: load prompts, run dry runs against historical files. Week 2: wire up the scorecard, review first 20 live files with the AI layer side-by-side with the current process. Week 3: fraud playbook, specifically the payout-stage trees. Week 4: collections integration and a post-mortem on the month. It’s the thing that keeps $149 from sitting in your Drive.

Unified master index — every prompt, every scorecard column, every decision tree, all in one searchable Notion database. Ten seconds to find the exact prompt for “decline letter for applicant with strong co-applicant but weak credit history.” Not thirty minutes of grepping across four PDFs.

Who actually buys this

Three archetypes:

1. Founders setting up a new lender who want one coherent toolkit on day one.
2. Risk/ops leads at existing lenders who’ve decided to go deep on AI and don’t want to spend a week piecing the puzzle together.
3. Consultants and advisors who want a reference library they can draw on across client engagements. (Note: the licence covers your advisory work up to 25 individual clients — email for anything larger.)

The case for starting here

The tripwire is $9. The full kit is $149. In between, it’s a question of whether you’re experimenting or committing. If you’re committing, the three bonuses — especially the 30-day calendar — pay for themselves in the first week.

What this bundle is not

It’s not a course. If you want to learn the craft of building these prompts and scorecards yourself, grab the $299 7-Day Course. It’s also not a whole-business operating system — if you’re actually starting a lending business and want the SOPs, KPIs, hiring templates, and 90-day launch plan, that’s the $499 Business OS. The Starter Kit is the builder toolkit, not the business plan.