of 5— Sign up for ChatGPT Plus

What you'll accomplish

By the end of this guide, you'll have ChatGPT configured with your lender's specific context — loan types, guideline sources, common file types, and preferred writing style — so every session produces consistent, relevant outputs without re-explaining your work environment each time.

What you'll need

ChatGPT account at {{tool:ChatGPT.url}}
{{tool:ChatGPT.plan}} subscription ({{tool:ChatGPT.price}}) to unlock Custom Instructions and higher usage
20 minutes to gather your context details
Cost: {{tool:ChatGPT.price}}/month

How-To Guide: Configure ChatGPT as Your Mortgage Underwriting Assistant

Step 1: Sign up for ChatGPT Plus

Go to {{tool:ChatGPT.url}} and sign in (or create an account)
Click Upgrade in the left sidebar
Select the {{tool:ChatGPT.plan}} plan ({{tool:ChatGPT.price}}/month)
Complete payment

What you should see: Your sidebar now shows "ChatGPT Plus" or a similar indicator.

Tools:ChatGPT