Loan Docs5.0
The Helvetica Grouphelveticagroup.comTitle 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
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sends The Helvetica Group the lead. Publish yours →
Published skills
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
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
Origination
The Helvetica Grouphelveticagroup.comBorrower Prequal Call Script
First-call script, knockouts, a 100-point fit score and a clean call summary
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Compliance
The Helvetica Grouphelveticagroup.comState Licensing Navigator
Know whether your next loan needs a state mortgage license — before you fund it.
Added Jul 24, 2026v2.3.0
ScreenedDownload skill
Origination
The Helvetica Grouphelveticagroup.comWeekly Pipeline Report
The one-page weekly pipeline: what's funding, what's stuck, and whether the capital is there.
Added Sep 27, 2026v1.0.0
ScreenedDownload skill
Brokerage
The Helvetica Grouphelveticagroup.comBroker Deal Intake
Run a new loan request the broker's way — reality check, lender match, quotes, and the road to close.
Added Sep 27, 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
Brokerage
The Helvetica Grouphelveticagroup.comLender Matching
Match a deal to the right lending channels, build the target list, and position it for submission.
Added Jul 26, 2026v1.1.0
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
Compliance
The Helvetica Grouphelveticagroup.comWire Fraud Call-Back Protocol
A wire-verification procedure, plus what to do in the first hour if a wire goes wrong
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comMultifamily Bridge Loan Sizer
Size a value-add apartment bridge loan, split initial vs future funding, test the refi
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Compliance
The Helvetica Grouphelveticagroup.comBusiness-Purpose Loan Determination
Document why a loan is business-purpose, and catch the files that aren't
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comExit Strategy Stress Test
Pressure-test how a bridge loan actually gets repaid, and find the month the borrower runs out of runway.
Added Sep 8, 2026v1.0.0
ScreenedDownload skill
Marketing
The Helvetica Grouphelveticagroup.comEvent Lead Follow-Up Sequencer
Turn conference badge scans into personal follow-ups and a 14-day plan before leads cool
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comShort-Term Rental Income Underwriter
Underwrites Airbnb-style income for DSCR loans, slow season and ban case included
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Marketing
The Helvetica Grouphelveticagroup.comReferral Partner Outreach Planner
A 30-day plan to win deal flow from realtors, wholesalers, CPAs, title reps and more
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Marketing
The Helvetica Grouphelveticagroup.comFunded Deal Announcement Writer
Turn a closed loan into "just funded" posts brokers actually read, with consent built in
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Brokerage
The Helvetica Grouphelveticagroup.comBroker Fee Agreement Drafter
Drafts a broker fee agreement and flags licensing and disclosure points for counsel
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Compliance
The Helvetica Grouphelveticagroup.comKYC and Beneficial Ownership Checklist
Know who really owns the borrower: identity, owners, sanctions checks and source of funds
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Origination
The Helvetica Grouphelveticagroup.comLoan LOI Generator
Draft broker-ready letters of intent from deal terms in minutes, not hours.
Added Jul 24, 2026v2.4.0
ScreenedDownload skill
Loan Docs
The Helvetica Grouphelveticagroup.comMLDS / RE 883 Disclosure
Prepare and validate the California Mortgage Loan Disclosure Statement before it goes to the borrower.
Added Jul 27, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comDSCR Worksheet Builder
Tie rent to PITIA, apply the DSCR floor, and show exactly what would fix a failing file.
Added Sep 8, 2026v1.0.0
ScreenedDownload skill
Loan Docs
The Helvetica Grouphelveticagroup.comSettlement Statement Reviewer
Check the closing statement against the approval, line by line, before you fund
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Origination
The Helvetica Grouphelveticagroup.comLoan Conditions Chaser
Track open conditions against the closing date and draft the follow-ups — one per party.
Added Sep 27, 2026v1.0.0
ScreenedDownload skill
Origination
The Helvetica Grouphelveticagroup.comRepeat Borrower Retention Planner
Works your loan book for the next deal: payoffs, top performers and check-in drafts
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Compliance
The Helvetica Grouphelveticagroup.comLender Marketing Compliance Reviewer
Catch risky claims in your ads, posts and emails, and get a version that still sells
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Compliance
The Helvetica Grouphelveticagroup.comUsury and Fee Cap Screener
See a loan's true all-in rate every way the law might measure it, before counsel does
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Origination
The Helvetica Grouphelveticagroup.comLoan Scenario Quote Builder
Two to four loan options side by side, with cash to close shown line by line
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Brokerage
The Helvetica Grouphelveticagroup.comLender Submission Package Builder
Assembles a lender-ready deal package and catches the gaps before you hit send
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comCredit Memo Builder
Institutional-grade credit committee memos for any CRE loan structure.
Added Jul 24, 2026v1.3.0
ScreenedDownload skill
Loan Docs
The Helvetica Grouphelveticagroup.comClosing Instructions Letter
Draft the lender's instructions to title and escrow so nothing funds by mistake
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comForeclosure Path Planner
Compare every enforcement path on a defaulted loan and brief your attorney
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Origination
The Helvetica Grouphelveticagroup.comDecline and Counteroffer Letter
Says no with real reasons and a way forward, and flags when a formal notice is needed
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Asset Management
The Helvetica Grouphelveticagroup.comLoan Loss Reserve Estimator
A loan loss reserve you can explain to your auditor, loan by loan
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Marketing
The Helvetica Grouphelveticagroup.comLoan Program Sheet Builder
Turns your loan program terms into a one-page broker sheet, with the wording checked
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comLoan Sizing Constraint Solver
Runs every sizing test side by side and tells you which one caps the loan
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comMaturity Extension Request Evaluator
Decide a borrower's extension request: approve, approve with conditions, or decline
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comNotice of Default Preparer
A clean default notice package, with cure amounts, ready for your attorney
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Due Diligence
The Helvetica Grouphelveticagroup.comContractor Vetting Checklist
Vet the general contractor on a construction or rehab loan before you close
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comMaturity Pipeline Manager
A 30/60/90/180-day maturity report that tests every loan's exit plan
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Investor Relations
The Helvetica Grouphelveticagroup.comNote Sale Package Builder
Package performing or defaulted loans for sale: tape, summaries, data room, bid letter
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Investor Relations
The Helvetica Grouphelveticagroup.comParticipation Agreement Summarizer
Who decides, who gets paid first, and how you get out — for any participation deal
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs
The Helvetica Grouphelveticagroup.comPost-Closing Trailing Docs Tracker
Chase the recorded mortgage, final title policy and original note after funding
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Due Diligence
The Helvetica Grouphelveticagroup.comProperty Insurance Requirements Checker
Checks the borrower's insurance against your requirements and drafts the agent's fix list
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Asset Management
The Helvetica Grouphelveticagroup.comREO Disposition Planner
Secure, value and sell a property you took back — on net recovery, not guesswork
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Asset Management
The Helvetica Grouphelveticagroup.comSite Visit Inspection Report
Plan a lender site visit and turn notes and photos into a report someone can act on
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs
The Helvetica Grouphelveticagroup.comGuaranty Scope Reviewer
Find out what the guaranty really covers, and who owes what if the loan goes bad
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comLoan Boarding Data Validator
Check what the servicer boarded against the signed note before the first payment
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comInterest Reserve Calculator
Size a construction or rehab interest reserve month by month and test if it will last
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comLand Loan Underwriter
Underwrite land and lot loans: entitlement stage, site risks, carry, and a real exit
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Compliance
The Helvetica Grouphelveticagroup.comAdverse Action Notice Drafter
The formal notice when you decline or counter a loan application, drafted for review
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Due Diligence
The Helvetica Grouphelveticagroup.comAppraisal Engagement and Order
Order the right appraisal the first time: product, values, scope, independence, tracking
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comBlanket Loan Release Price Builder
Sets release prices on portfolio loans and proves the remaining collateral still holds
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs
The Helvetica Grouphelveticagroup.comLoan Closing Checklist Builder
A master closing checklist for this loan type, with owners and due dates
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comPayment Reminder and Late Notice Drafter
Reminders and late notices with the late charge calculated from your note
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Asset Management
The Helvetica Grouphelveticagroup.comStalled Project Rescue Plan
A rescue plan for a stalled construction or rehab loan, with a 30/60/90-day plan
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Fund Management
The Helvetica Grouphelveticagroup.comWarehouse Line Eligibility Checker
Which loans qualify for your credit line, how much you can draw, and what's aging off
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comFix & Flip Deal Sizer
Size a flip loan from ARV, LTC and LTARV, name the binding constraint, and test the borrower's margin.
Added Sep 8, 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
The Helvetica Grouphelveticagroup.comNew Deal Intake
Run a new loan request from broker package to decision — screen, value, sponsor, exit, then memo and LOI.
Added Sep 27, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comARV Support Reviewer
Audits a broker's or borrower's after-repair value and gives you the number to lend on
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Due Diligence
The Helvetica Grouphelveticagroup.comBorrower Fraud Red-Flag Screen
Screens a loan file for fraud patterns and turns each one into a verification step
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Draw Management
The Helvetica Grouphelveticagroup.comChange Order Evaluator
Decide on a mid-project change order: who pays, what it does to the loan, the memo
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs
The Helvetica Grouphelveticagroup.comCommitment Letter Drafter
Turn an approved deal into a commitment letter that matches credit, for counsel
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comCredit Report Reviewer
Reads a guarantor's credit report the way a private lender does and drafts the LOEs
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Draw Management
The Helvetica Grouphelveticagroup.comDraw Schedule Builder
Turn a construction budget into a draw schedule and a one-page borrower draw guide
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comEscrow / Impound Analyzer
Project the tax and insurance escrow, find the shortage, set the new payment
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comForbearance Agreement Drafter
Draft a forbearance that gives the borrower time and leaves the lender stronger
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comGround-Up Construction Underwriter
Underwrite a spec or build-to-rent construction loan from the land up to the exit
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Origination
The Helvetica Grouphelveticagroup.comPricing Grid Calculator
Prices a deal off your own rate sheet, one adjustment per line, and flags off-grid deals
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Loan Docs
The Helvetica Grouphelveticagroup.comLoan Modification Agreement Drafter
Put agreed loan changes on paper without losing priority, guarantors or rights
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Asset Management
The Helvetica Grouphelveticagroup.comLoan Tape Analyzer
Check a loan tape for errors, then build the portfolio summary your committee reads
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Servicing
The Helvetica Grouphelveticagroup.comTax and Insurance Expiration Tracker
One calendar of every tax installment and policy expiration across your book
Added Sep 29, 2026v1.0.0
ScreenedDownload skill
Investor Relations
The Helvetica Grouphelveticagroup.comInvestor Update Composer
Monthly investor letters assembled from your closed deals and portfolio data.
Added Jul 24, 2026v2.3.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comCRE Quick Valuation
Fast go/no-go property value screens before you spend money on an appraisal.
Added Jul 24, 2026v2.3.0
ScreenedDownload skill
Draw Management
The Helvetica Grouphelveticagroup.comConstruction Draw Reviewer
Reconcile a draw request against the schedule of values, retainage and lien waivers before you fund.
Added Sep 8, 2026v1.0.0
ScreenedDownload skill
Underwriting
The Helvetica Grouphelveticagroup.comRehab Budget Reviewer
Checks a flip or renovation budget line by line before you lend on it
Added Sep 29, 2026v1.0.0
ScreenedDownload skill