Claude, set up my workspace.

1. Open claude.ai/customize.The Customize page. Skills, Connectors, and Plugins all live here.
2. Click Connect your apps, then the + next to Microsoft 365.It's under "Anthropic & Partners." Search "microsoft" if you don't see it.
3. Sign in with your @paceloangroup.com account and accept the read-only scopes.Revoke any time from the same page.
4. In a new chat, try: "List my five most recent files from OneDrive."Real filenames means you're in.

1. From claude.ai/customize, open Connect your apps and search hubspot.Same modal as Microsoft 365. Anthropic & Partners tab.
2. Click the + next to HubSpot. Sign in and pick the PACE Loan Group workspace.If you see more than one workspace, make sure to pick PLG.
3. Accept the scopes HubSpot lists.Claude only sees what you already see in HubSpot.
4. Try: "Find the HubSpot deal for Borrower [BORROWER_NAME] and tell me the stage."Right deal? You're in.

1. In ChatGPT, go to Settings > Personalization > Memory.You'll see every fact ChatGPT has saved about you.
2. Copy the entries that still matter: your role, recurring projects, preferences, naming conventions.Skip anything stale or one-off.
3. In Claude, open a new chat and type "Remember the following about me and how I work:" then paste.Or drop it into a Project's Custom instructions box. It applies every time you use that Project.

• folder_open Loan lookup cloud OneDrivefolder SharePoint expand_more content_copyCopy

  Find the closing binder for Loan [LOAN_NUMBER] in our Servicing folder on OneDrive/SharePoint. Tell me the first payment date, the amortization term, and the borrower of record.

• description Doc detail extraction folder SharePoint expand_more content_copyCopy

  Open the loan agreement for Loan [LOAN_NUMBER] and pull the late-charge percentage, grace period, and default-interest rate. Quote the section number for each.

• find_in_page Find a specific clause folder SharePointcloud OneDrive expand_more content_copyCopy

  Search the loan documents for Loan [LOAN_NUMBER] in our Servicing folder and find any clauses about [insurance / prepayment / assignment / casualty / late charges]. Quote each with the section number and file it came from.

• summarize Folder / thread summary mail Outlook expand_more content_copyCopy

  Read the last [N] emails in the servicing thread for Loan [LOAN_NUMBER] and give me a one-paragraph status: what's open, who owes whom what, and any next step in the thread.

• contacts HubSpot context pull hub HubSpot expand_more content_copyCopy

  Look up the HubSpot deal for [BORROWER_NAME] and summarize the deal stage, the last activity date, and any open notes from the originations team.

• gavel Past-due notice folder SharePointdraft Drafting expand_more content_copyCopy

  You are drafting a past-due notice for Loan [LOAN_NUMBER]. The missed payment was [AMOUNT], due on [DUE_DATE]. Step 1: Open the loan agreement for this loan in the Servicing folder. Pull the late-charge percentage, grace period, and default-interest rate. Quote the section number for each. Step 2: Calculate the late charge based on those terms and the missed amount. Step 3: Draft the notice in PLG's standard format: - Header with loan number, property address, and borrower name - Statement of missed payment with date and amount - Late charge calculation with the contractual basis cited - Cure period and next steps - Firm, professional tone throughout Step 4: Flag anything that needs manual review: missing data, ambiguous terms, or calculations you are uncertain about. Do not guess on numbers.

• schedule_send Reminder cadence mail Outlookdraft Drafting expand_more content_copyCopy

  Draft three reminder emails for an upcoming payment of [AMOUNT] due [DUE_DATE] on Loan [LOAN_NUMBER]: one at T-14 days, one at T-2 days, and one for the day after if it's missed. Make each one progressively firmer.

• spellcheck Proofread before sending mail Outlookdraft Drafting expand_more content_copyCopy

  Proofread this before I send it. Flag anything unclear, too casual, or that could be misread by a borrower. Suggest a tighter version. Keep my voice. [PASTE_EMAIL_OR_LETTER]

• inbox Inbox triage mail Outlook expand_more content_copyCopy

  Here's an email from a borrower: [PASTE_EMAIL] Step 1: Identify the likely loan from any context in the message (borrower name, property address, loan number, payment amount). Step 2: Classify the request into one of these categories: Payoff request / Payment question / Insurance inquiry / Escrow question / General correspondence / Other. If it spans multiple, list each. Step 3: Flag the urgency. Is there a deadline, a regulatory timeline, or a time-sensitive action? Step 4: Draft a reply I can review before sending. Match PLG's tone (professional, direct, no filler). Include the loan number, reference the borrower's specific question, and state the next step clearly. Step 5: If I need to pull any documents or data before replying, tell me what and where to find it.

• request_quote Payoff scaffolding calculate Calculation expand_more content_copyCopy

  I need a payoff quote for Loan [LOAN_NUMBER] as of [QUOTE_DATE]. Step 1: Open the loan documents in the Servicing folder. Pull the current principal balance, the interest rate, the per-diem interest calculation method, and any prepayment penalty terms. Quote each section. Step 2: List every component I need for the payoff: - Outstanding principal - Accrued interest through the quote date (show the per-diem calculation) - Any prepayment penalty or yield maintenance - Admin/processing fees - Outstanding escrow or reserve balances - Any other charges on the loan Step 3: For each component, tell me where to find the current figure in our records (loan agreement, servicing system, escrow statement, etc.). Step 4: Produce a summary table with each line item, the amount (or "[CONFIRM]" if you cannot calculate it), and the source document.

• savings Reconciliation hint calculate Calculation expand_more content_copyCopy

  An unidentified payment of [AMOUNT] arrived on [DATE]. Given our active loan list, suggest the most likely matches based on payment amount, timing, and any parcel or borrower hints. Rank them by likelihood.

• record_voice_over Meeting recap draft Drafting expand_more content_copyCopy

  Read this meeting transcript and give me: (1) decisions made, (2) action items with owners, (3) any open questions, and (4) a two-sentence summary I can paste into an email. [PASTE_TRANSCRIPT]

• account_balance Summarize a financial statement folder SharePointcalculate Calculation expand_more content_copyCopy

  Read the financial statement(s) for Loan [LOAN_NUMBER] in the Servicing folder. Step 1: Pull the key figures: Gross Revenue, Operating Expenses, NOI, and DSCR (calculate if not stated, using the debt service from the loan terms). Step 2: If prior-year statements are available, show year-over-year change for each figure as both dollar amount and percentage. Step 3: Flag anything unusual: large swings in expense categories, revenue concentration, missing line items, or figures that don't reconcile. Step 4: Present a summary table I can paste into a credit memo: Metric / Current Year / Prior Year / Change / Notes. Step 5: State any assumptions you made and any figures you could not find or verify.

• troubleshoot Stress-test my analysis folder SharePointpsychology Validation expand_more content_copyCopy

  I'm concluding [YOUR_CONCLUSION] on Loan [LOAN_NUMBER] based on [BRIEF_EVIDENCE]. Read the source documents in our Servicing folder and tell me what I might be missing or what counter-evidence exists. Don't agree with me by default.

• table_chart Excel help grid_on Excel expand_more content_copyCopy

  Here's what I'm trying to do in Excel: [DESCRIBE_WHAT_YOU_WANT]. Give me the formula or the step-by-step. If I attach the file, walk through it row by row.

No prompts in this category.