Fintok AIFintok AI

Guides

Course guides

Each guide is a checklist from a course unit. Pass that unit to unlock the full guide here. Locked cards show the guide title and the unit that unlocks it.

Talk · Build a Complete Request

Task, facts, shape

Use task, facts, and shape to find what a vague request is missing.

Unlocks after Build a Complete Request

Talk · Choose Better Words

Four directions for clearer wording

Use a verb, guardrail, reader, and example to improve an answer.

Unlocks after Choose Better Words

Talk · Fix an Answer Without Starting Over

Save the steering pattern

Fix a close answer without starting over.

Unlocks after Fix an Answer Without Starting Over

Working Habits · Know What AI Remembers

Six places that can store information

Choose where an instruction or source should live.

Unlocks after Know What AI Remembers

Working Habits · Check AI Before You Trust It

Save the verification habit

Make AI show its assumptions before you use a number.

Unlocks after Check AI Before You Trust It

Working Habits · Put Instructions in the Right Place

The five scopes

Put each instruction in the smallest place where it stays true.

Unlocks after Put Instructions in the Right Place

Working Habits · Save Reusable Prompt Patterns

Your operating playbook

Turn a saved prompt into a pattern you can use again.

Unlocks after Save Reusable Prompt Patterns

Ground · Give AI the Source Document

Save the document-checking method

Give AI the right source and check each answer against it.

Unlocks after Give AI the Source Document

Ground · Find Conflicts Across Documents

Save the Stack Reconciliation Record

Track each source, version, conflict, and reason in one place.

Unlocks after Find Conflicts Across Documents

Ground · Write for the Right Reader

Save the delivery checklist

Name the reader and keep private information out.

Unlocks after Write for the Right Reader

Ground · Share Only What the Job Needs

Save the minimum-necessary release method

Remove details that do not change the answer.

Unlocks after Share Only What the Job Needs

Depth · Recast a T-12

Save the four-line recast checklist

Check four T-12 lines that often make a property look better than it is.

Unlocks after Recast a T-12

Depth · Mark Up an LOI Within Your Role

Save the LOI boundary checklist

Separate business terms from legal terms that need counsel.

Unlocks after Mark Up an LOI Within Your Role

Depth · Compare Loan Quotes

Compare every quote with the deal plan

Compare the full loan plan, not only the interest rate.

Unlocks after Compare Loan Quotes

Depth · Check Another AI Tool’s Work

Save the handoff review sequence

Check another AI tool’s draft before anyone uses it.

Unlocks after Check Another AI Tool’s Work

Depth · Decide Whether a Tool Is Worth Building

Save the cost-comparison checklist

Compare a tool with the manual process, including its exceptions.

Unlocks after Decide Whether a Tool Is Worth Building
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