1
of 7— Open Claude and start a new conversation
What you'll accomplish
This guide gives you a repeatable process for generating credit memo first drafts in Claude that cuts memo-writing time from 4–8 hours to under 90 minutes. Claude handles the narrative sections while you focus on the financial analysis and credit judgment.
What you'll need
- Claude account: {{tool:Claude.plan}} subscription ({{tool:Claude.price}}), Sign up
- Time needed: 30 minutes to set up; 45–90 minutes per memo once your workflow is running
- Cost: {{tool:Claude.price}}/month
- Your bank's credit memo template (as a reference)
- Completed financial spread data for the borrower
How-To Guide: Credit Memo First Draft with Claude
Step 1: Open Claude and start a new conversation
- Go to claude.ai and sign in
- Click New conversation in the left sidebar
- You should see a blank chat interface ready for input
What you should see: A clean chat window with a text input box at the bottom.
Tools:Claude