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Cómo pedir trabajo con esta skill instalada
Instalar la skill da un método a tu IA. Tu petición todavía debe aportar los hechos del caso, las restricciones y el entregable esperado.
1Nombra la tarea real
Describe la decisión o el entregable, no solo el tema.
2Aporta la información
Añade materiales, público, límites y hechos conocidos.
3Define qué significa acabado
Fija formato, criterios de calidad y comprobaciones.
Ejemplo de origen
Sustituye los corchetes por tu caso
Cuándo usarla
- A credit application comes in from your website or a third-party lead source
- A customer wants to discuss financing options before visiting the dealership
- A deal is "dead" because the customer's credit union couldn't approve in time
- A customer has been turned down by one lender and needs alternatives
- Speed-to-lead situation: responding within 5 minutes of application receipt
- F&I manager needs deal structured with multiple lender comparisons
Errores que conviene evitar
- Submitting to too many lenders simultaneously (many lenders share inquiry data — multiple rapid inquiries for the same deal can appear as rate shopping to other lenders and hurt the score)
- Not checking for existing loans with the same lender — a customer applying for a new Toyota loan while still having a Toyota Financial account may face automatic denial
- Ignoring the total debt-to-income (DTI) ratio — most lenders cap at 50% DTI including the new payment; if the customer's current obligations plus the new payment exceed this, the deal will be denied
- Presenting only the highest-payment option without explaining alternatives — F&I is about options, not pressure
- Forgetting to collect the SSN for the final credit pull before F&I — this delays the deal and wastes the customer's time