{ "name": "LoanOS \u2014 Pre-Approval Email", "nodes": [ { "parameters": { "path": "loanos-pre-approval", "httpMethod": "POST", "options": {} }, "id": "webhook", "name": "Webhook", "type": "n8n-nodes-base.webhook", "typeVersion": 2, "position": [ 220, 300 ] }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "" }, "conditions": [ { "id": "pa-check", "leftValue": "={{ $json.body.doc_type }}", "rightValue": "pre_approval", "operator": { "type": "string", "operation": "equals" } } ] } }, "id": "is-pa", "name": "Is Pre-Approval?", "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 440, 300 ] }, { "parameters": { "url": "=https://uuqedsvjlkeszrbwzizl.supabase.co/storage/v1/object/{{ $json.body.file_path }}", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Authorization", "value": "" } ] }, "options": { "response": { "response": { "responseFormat": "file" } } } }, "id": "download-pdf", "name": "Download PDF", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 660, 300 ], "credentials": { "httpHeaderAuth": { "name": "" } } }, { "parameters": { "jsCode": "const binaryKey = Object.keys($input.item.binary)[0];\nconst pdfBuffer = await this.helpers.getBinaryDataBuffer(0, binaryKey);\nconst base64PDF = pdfBuffer.toString('base64');\n\nconst systemPrompt = `You are extracting fields from a Pre-Approval Letter PDF for a mortgage loan. Extract EXACTLY these fields and return valid JSON only \u2014 no markdown, no explanation.\n\nRequired fields:\n- first_name (borrower first name only)\n- full_name (borrower full legal name)\n- borrower_email (if present in the letter, otherwise null)\n- purchase_price (maximum approved purchase price \u2014 dollar amount, numbers only)\n- loan_amount (maximum approved loan amount \u2014 dollar amount, numbers only)\n- loan_type (Conventional, FHA, VA, USDA, etc.)\n- expiration_date (letter expiration date \u2014 YYYY-MM-DD format)\n- property_type (Single Family, Condo, Townhome, etc. \u2014 null if not specified)\n\nReturn JSON like:\n{\"first_name\":\"Maria\",\"full_name\":\"Maria Johnson\",\"borrower_email\":null,\"purchase_price\":\"450000\",\"loan_amount\":\"360000\",\"loan_type\":\"Conventional\",\"expiration_date\":\"2026-03-31\",\"property_type\":\"Single Family\"}`;\n\nconst userPrompt = 'Extract the pre-approval letter fields from this PDF. Return ONLY the JSON object, nothing else.';\n\nconst claudeBody = {\n model: 'claude-sonnet-4-5-20251022',\n max_tokens: 2048,\n system: systemPrompt,\n messages: [{\n role: 'user',\n content: [\n { type: 'document', source: { type: 'base64', media_type: 'application/pdf', data: base64PDF } },\n { type: 'text', text: userPrompt }\n ]\n }]\n};\n\nreturn [{ json: { claudeBody, webhookBody: $('Webhook').item.json.body } }];" }, "id": "build-claude-req", "name": "Build Claude Request", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 880, 300 ] }, { "parameters": { "method": "POST", "url": "https://api.anthropic.com/v1/messages", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "anthropic-version", "value": "2023-06-01" }, { "name": "content-type", "value": "application/json" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={{ JSON.stringify($json.claudeBody) }}", "options": { "timeout": 120000 } }, "id": "call-claude", "name": "Call Claude API", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1100, 300 ], "credentials": { "httpHeaderAuth": { "name": "" } } }, { "parameters": { "jsCode": "const raw = $json.content[0].text;\nlet pa;\ntry {\n const jsonMatch = raw.match(/\\{[\\s\\S]*\\}/);\n pa = JSON.parse(jsonMatch ? jsonMatch[0] : raw);\n} catch (e) {\n throw new Error('Failed to parse Claude response as JSON: ' + raw.substring(0, 200));\n}\n\nconst val = (v) => (v !== null && v !== undefined && v !== '') ? v : '[MISSING]';\nconst fmt$ = (n) => {\n if (!n) return '[MISSING]';\n return '$' + Number(n).toLocaleString('en-US', { minimumFractionDigits: 0, maximumFractionDigits: 0 });\n};\nconst fmtDate = (d) => {\n if (!d) return '[MISSING]';\n return new Date(d + 'T00:00:00').toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric' });\n};\n\nreturn [{ json: {\n first_name: val(pa.first_name),\n full_name: val(pa.full_name),\n borrower_email: pa.borrower_email || '[BORROWER_EMAIL]',\n purchase_price: fmt$(pa.purchase_price),\n loan_amount: fmt$(pa.loan_amount),\n loan_type: val(pa.loan_type),\n expiration_date: fmtDate(pa.expiration_date),\n property_type: pa.property_type || null,\n webhookBody: $('Build Claude Request').item.json.webhookBody\n}}];" }, "id": "parse-pa", "name": "Parse PA Fields", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1320, 300 ] }, { "parameters": { "jsCode": "const f = $json;\n\nconst subject = `\\ud83c\\udf89 You're Pre-Approved, ${f.first_name}! Here's What Happens Next`;\n\nconst html = `

The Styer Mortgage Team

Senior Loan Officer | NMLS# 513013

\\ud83c\\udf89 Congratulations, ${f.first_name}!

You\\u2019re officially pre-approved \\u2014 and that\\u2019s a big deal. Here are your approval details:

Borrower: ${f.full_name}

Purchase Price: Up to ${f.purchase_price}

Loan Amount: Up to ${f.loan_amount}

Loan Type: ${f.loan_type}

Letter Expires: ${f.expiration_date}

A quick note about this letter: The pre-approval I\\u2019ve attached is a general starter letter based on your financial profile. It reflects the maximum purchase price you qualify for.

When you\\u2019re ready to make an offer on a specific property, I\\u2019ll send you and your real estate agent a customized pre-approval letter that matches the exact offer price. That letter will be tailored to strengthen your offer and protect your privacy \\u2014 it won\\u2019t show a higher approval than you need.

In the meantime, here\\u2019s what to keep in mind as you shop:

Keep Your Approval Strong:

  • Don\\u2019t open new credit cards or take on new debt
  • Don\\u2019t make large cash deposits without documenting the source
  • Avoid switching jobs before closing
  • Run any big purchases by me before you make them

Have questions or found a house you want to make an offer on? Reach out any time \\u2014 I\\u2019m here to move fast when you need me.

Schedule a Quick Call
AS

Adam Styer

Senior Loan Officer | Mortgage Solutions LP

NMLS# 513013

(512) 956-6010

adam@thestyerteam.com

Happy with your experience? A review means the world:

\\u2b50 Google Review|\\ud83c\\udfe1 Zillow Review
`;\n\nreturn [{ json: { subject, html, to: 'adam@thestyerteam.com', fields: f } }];" }, "id": "build-email", "name": "Build PA Email", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1540, 300 ] }, { "parameters": { "resource": "draft", "subject": "={{ $json.subject }}", "bodyContent": "={{ $json.html }}", "additionalFields": { "bodyContentType": "html" } }, "id": "draft-email", "name": "Draft PA Email", "type": "n8n-nodes-base.microsoftOutlook", "typeVersion": 2, "position": [ 1760, 300 ], "credentials": { "microsoftOutlookOAuth2Api": { "name": "" } } }, { "parameters": { "method": "PATCH", "url": "=https://uuqedsvjlkeszrbwzizl.supabase.co/rest/v1/loans?id=eq.{{ $('Parse PA Fields').item.json.webhookBody.loan_id }}", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "apikey", "value": "" }, { "name": "Content-Type", "value": "application/json" }, { "name": "Prefer", "value": "return=minimal" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={\"status\": \"pre_approved\", \"pre_approval_date\": \"{{ new Date().toISOString().split('T')[0] }}\"}" }, "id": "update-loan", "name": "Update Loan Record", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1540, 520 ], "credentials": { "httpHeaderAuth": { "name": "" } } }, { "parameters": { "method": "POST", "url": "https://uuqedsvjlkeszrbwzizl.supabase.co/rest/v1/activity_log", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "apikey", "value": "" }, { "name": "Content-Type", "value": "application/json" }, { "name": "Prefer", "value": "return=minimal" } ] }, "sendBody": true, "specifyBody": "json", "jsonBody": "={\"loan_id\": \"{{ $('Parse PA Fields').item.json.webhookBody.loan_id }}\", \"action\": \"pre_approval_email_drafted\", \"details\": \"Pre-approval email drafted in Outlook. Borrower: {{ $('Parse PA Fields').item.json.full_name }}. Purchase price: {{ $('Parse PA Fields').item.json.purchase_price }}. Loan type: {{ $('Parse PA Fields').item.json.loan_type }}.\"}" }, "id": "log-activity", "name": "Log PA Email", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1980, 300 ], "credentials": { "httpHeaderAuth": { "name": "" } } } ], "connections": { "Webhook": { "main": [ [ { "node": "Is Pre-Approval?", "type": "main", "index": 0 } ] ] }, "Is Pre-Approval?": { "main": [ [ { "node": "Download PDF", "type": "main", "index": 0 } ], [] ] }, "Download PDF": { "main": [ [ { "node": "Build Claude Request", "type": "main", "index": 0 } ] ] }, "Build Claude Request": { "main": [ [ { "node": "Call Claude API", "type": "main", "index": 0 } ] ] }, "Call Claude API": { "main": [ [ { "node": "Parse PA Fields", "type": "main", "index": 0 } ] ] }, "Parse PA Fields": { "main": [ [ { "node": "Build PA Email", "type": "main", "index": 0 }, { "node": "Update Loan Record", "type": "main", "index": 0 } ] ] }, "Build PA Email": { "main": [ [ { "node": "Draft PA Email", "type": "main", "index": 0 } ] ] }, "Draft PA Email": { "main": [ [ { "node": "Log PA Email", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1" }, "staticData": null }