Starter kit · 7 skills

Mortgage Fund Manager

Onboard investors, run distributions, and report on the book.

For mortgage fund managers and investor relations.

Free · 7 skills

Install the whole kit in one line — paste a single command into Claude, ChatGPT or Cursor and it writes every skill into your project.

Free, and about thirty seconds: a work email and a six-digit code.

Installing shares your name, firm, role, and email with the author of each skill in the kit — 3 contributors. That introduction is what keeps every skill here free.

What this kit covers

The fund side of private lending: onboard investors and keep the filings current, run the distribution waterfall, report to investors each quarter and month, stress the loan book, and get ready for the audit.

In the order you use them

Fund Investor Onboarding Checklist — Accreditation, subscription docs, AML/KYC, tax forms and distribution election — tracked to completion.
Form D & Blue Sky Tracker — Federal Form D deadlines, state notice filings, amendment triggers and the renewal calendar for a fund offering.
Mortgage Fund Waterfall Calculator — Run a mortgage fund distribution — monthly interest, preferred return, promote, per-investor allocation.
Mortgage Fund Quarterly Investor Report — Loan book metrics, delinquency and non-accrual detail, reserve roll-forward, yield bridge, capital accounts.
Investor Update Composer — Monthly investor letters assembled from your closed deals and portfolio data.
CRE Portfolio Concentration & Stress Tester — Measure a CRE loan book against concentration thresholds, stress it, and turn the results into limits.
Mortgage Fund Audit Prep Pack — PBC tracker, financial statement drafts, servicer confirmations and allowance documentation for the annual audit.

Written by

RRaiseliraiseli.com The Helvetica Grouphelveticagroup.com AHAvi Hacker, J.D.cre-agent-skills · GitHub

How a kit installs

The command installs each skill through its own link, one after another, into its own folder. Nothing is bundled or changed: you get the same files as installing them one at a time, and you can remove any you don’t need. Prefer to pick? Every skill below installs on its own too.