Loan Docs5.0
The Helvetica Grouphelveticagroup.com
Title Review & Instruction Letter
Turn a prelim into a bucketed risk review and a ready-to-send title instruction letter.
Added Jul 26, 2026v1.3.0
ScreenedDownload skill
Underwriting · Loan docs · Draws · Servicing · Compliance
AI skills for the private lending desk
Ready-to-run Claude skills for the work that actually fills the day: sizing a bridge deal, drafting the loan package, clearing a draw request, chasing a payoff. Written by people who do it for a living, and free to download.
The catalogue
Find the skill for your desk
Every skill does one job and says so on the front. Filter by desk, or search the way you'd describe the task to a colleague.
Underwriting
Zubair TrabzadaCEO @ AI Workshop
Rental Income & Cash Flow Projector
Project rent, expenses, and DSCR on a rental across conservative, base, and optimistic cases.
Added Jul 27, 2026v1.0.0
ScreenedDownload skill
Investor Relations5.0
Raiseliraiseli.com
Raiseli Loan Overview
Turn a loan package into the investor overview Raiseli.com imports for a fractional-loan listing.
Added Sep 24, 2026v1.0.0
ScreenedDownload skill
Servicing
Servicing Prosservicingpros.com
Loan Servicing Setup
Board a loan for third-party servicing without a mis-boarded accrual
Added Jul 26, 2026v1.3.0
ScreenedDownload skill
Origination5.0
The Helvetica Grouphelveticagroup.comLoan Application Intake
Walk a borrower or broker through a loan application and fill it without a single guess.
Added Jul 26, 2026v1.2.0
ScreenedDownload skill
Underwriting
Zubair TrabzadaCEO @ AI WorkshopFix-and-Flip Analyzer
Underwrite a flip end to end — ARV, rehab budget, holding costs, and the 70% rule.
Added Jul 27, 2026v1.0.0
ScreenedDownload skill
Origination
Avi Hacker, J.D.The AI Consulting Network
Capital Stack Term Sheet Comparator
Normalize senior, bridge, mezz, pref, and JV term sheets onto one comparable set of numbers.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedDownload skill
Underwriting
Mario Urquiacre-skills-plugin · GitHub
Land Residual and HBU Analyzer
Back into what a land parcel is worth from what could actually be built on it
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs5.0
The Helvetica Grouphelveticagroup.comLoan Document Order Builder
Assemble a complete, fully checked document order for counsel — every term verified up front so your closing stays on schedule.
Added Jul 26, 2026v1.3.0
ScreenedDownload skill
Underwriting
Zubair TrabzadaCEO @ AI WorkshopInvestment Strategy Comparator
Run one property through buy-and-hold, BRRRR, and flip to see which exit the numbers support.
Added Jul 27, 2026v1.0.0
ScreenedDownload skill
Origination
Avi Hacker, J.D.The AI Consulting NetworkLender Outreach Planner
Qualify a deal by lender category and produce a ranked outreach list with expected terms.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedDownload skill
Servicing
Heidar BabazadeInfinivo
Payoff Demand Builder
Turn a servicing record into a dated, defensible payoff statement with per-diem.
Added Sep 1, 2026v1.1.0
ScreenedDownload skill
Due Diligence
The Helvetica Grouphelveticagroup.comEntity Document Reviewer
Checks the borrowing LLC's paperwork and whether the person signing can actually sign
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
Zubair TrabzadaCEO @ AI WorkshopResidential Comparable Sales Analyzer
Adjust recent residential comps into a fair market value range without posing as an appraisal.
Added Jul 27, 2026v1.0.0
ScreenedDownload skill
Origination
Avi Hacker, J.D.The AI Consulting NetworkLender Quote Comparator
Normalize competing lender quotes onto one basis and rank the top options with risks.
★ 105 on GitHub1 downloadAdded Jul 24, 2026v1.3.0
ScreenedDownload skill
Fund Management
Raiseliraiseli.comMortgage Fund Quarterly Investor Report
Loan book metrics, delinquency and non-accrual detail, reserve roll-forward, yield bridge, capital accounts.
Added Jul 26, 2026v1.4.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comBank Statement Liquidity Analyzer
Turns a stack of statements into verified liquidity and a list of what still has to clear
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs
CaseMarkCaseMark AI, Inc.
Deed of Trust Drafter
Draft the deed of trust and security agreement that secure the loan
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedDownload skill
Origination
Avi Hacker, J.D.The AI Consulting NetworkLoan Term Sheet Builder
Turn a chosen lender quote into a full draft term sheet with final metrics, reserves, costs, and conditions.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedDownload skill
Loan Docs
ComposioHQComposio
File Organizer
Turn a messy deal folder or Downloads pile into a clean, consistent structure — with your approval first.
0 downloadsAdded Oct 2, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comBorrower Track Record Verifier
Checks each claimed flip, rental or build against evidence and tiers only what's proven
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs
CaseMarkCaseMark AI, Inc.Guaranty Agreement Drafter
Draft the guaranty behind a private loan, ready for your attorney's review
0 downloadsAdded Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs
Avi Hacker, J.D.The AI Consulting NetworkClosing Coordinator
Track every closing condition across title, financing, legal, and insurance to a GO / NOT READY call.
★ 105 on GitHub1 downloadAdded Jul 26, 2026v1.3.0
ScreenedDownload skill
Fund Management
Raiseliraiseli.comForm D & Blue Sky Tracker
Federal Form D deadlines, state notice filings, amendment triggers and the renewal calendar for a fund offering.
Added Jul 26, 2026v1.4.0
ScreenedDownload skill
24 of 228 shown
LenderSkills is a free exchange of AI skills for private money lending. A skill is a plain-text playbook that teaches Claude how to do one job on a loan file, whether that is sizing a bridge deal, drafting a loan package, clearing a draw, or reading a preliminary title report. Every one is written by a lender, broker, or fund manager who does the work, and every one is screened before it publishes. Downloads are free. Contributors are paid in introductions.
Works with Claude Code and Codex
Paste one line into your assistant and it installs the skill, fills in your firm’s details, and runs a test with you. Or connect the MCP server once and let it search the catalogue itself.
Published by 14 contributors, including
Plus open-source skills from
Starter kits
Start with your role
Hand-picked sets of free skills for one lending role, in the order the work happens. One command installs the whole kit.
Starter kit
Bridge Lender Desk
From a new loan request to a signed LOI and a clean doc order.
8 free skills · 2 contributors
For private and bridge lenders
See the kit
Starter kit
Commercial Mortgage Broker
Package the deal, find the right lenders, and compare what comes back.
7 free skills · 2 contributors
For commercial mortgage brokers
See the kit
Starter kit
Fix & Flip and DSCR Lender
Size flips and rentals, check the comps, and fund the rehab draws.
7 free skills · 2 contributors
For residential investor lenders
See the kit
Starter kit
Servicing & Special Assets
Board the loan, watch it, re-rate it, and work it out if it breaks.
6 free skills · 3 contributors
For servicers, portfolio and special assets teams
See the kit
Starter kit
Mortgage Fund Manager
Onboard investors, run distributions, and report on the book.
7 free skills · 3 contributors
For mortgage fund managers and investor relations
See the kit
Starter kit
Lender Marketing
Find the brokers, reach them, and turn your website into a deal source.
8 free skills · 3 contributors
For private lenders and brokers growing deal flow
See the kit
Why it's free
The download is the introduction
Nobody charges for a skill here. What a contributor gets instead is the one thing worth more than a licence fee. A named lender who just solved a real problem with their work.
You download
One click, one verified work email. No card, no trial, no seat count. The package is yours to run and edit however your shop works.
The contributor is told who you are
Your name, firm, role, and email land in their inbox the moment the file leaves. That is the whole price, and it is stated before you click.
Two lenders now know each other
They know what you were working on. You know who already built a tool for it. In this industry that conversation is usually worth more than the skill.
Questions
Before you download
LenderSkills is a free exchange of AI skills for private money lending. A skill is a plain-text playbook that teaches Claude, or any other assistant, how to do one specific job on a loan file: size a bridge deal, draft a set of loan documents, clear a draw request, or read a preliminary title report. Every package is written by a working lender, broker, or fund manager, and screened before it publishes.
Nothing. Every skill on the exchange is free to download and free to edit. What the contributor gets instead of a fee is the introduction: when you download, they receive your name, firm, role, and work email. That is stated before you click, and it is the entire business model.
No. A skill is a markdown document, not a program. You download one file, paste it into Claude with a short install prompt, and answer a few questions about how your shop works. Nothing is compiled, installed, or run on your machine.
Every submitted package clears five gates before it publishes. It is unpacked in isolation and checked file by file, executables and binaries are rejected outright, and every file is scanned for exfiltration and prompt injection. Then two AI models read the whole package independently: one looking for anything that could leak a lender’s data or subvert the assistant running it, the other checking the skill does what its listing claims, carries nobody’s real deal data, and is not a duplicate of something already published. Screening decides, and it fails closed: a package it is not sure about is sent back with reasons rather than published. Skills the exchange publishes itself are read in full by a person first. Each skill page shows its own screening record.
It goes to the contributor of that skill so they can follow up, and it stays on your LenderSkills account so you can find your downloads again. It is not sold, and it is not passed to anyone whose skill you did not download.
Yes, and most of the catalogue started that way. Strip out client names, rates, and internal paths, then submit the package. It clears the same five gates as every other submission. A clean package publishes within about a minute. One that does not clear the bar comes straight back with what to change, and resubmitting reopens the form with everything you wrote still in it. Either way it publishes under your name and your firm.
For contributors
Publish the skill your desk already runs on
If you've built something that sizes a deal, drafts a doc, or clears a draw, it will find the people who need it here, and they will know your name. Submissions are screened automatically, usually within a business day.