Loan Servicing Setup
Board a loan for third-party servicing without a mis-boarded accrual
Added Jul 26, 2026v1.3.0
ScreenedBoard the loan, watch it, re-rate it, and work it out if it breaks.
For servicers, portfolio and special assets teams.
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.
The life of a loan after closing: board it for servicing, test covenants and keep the watchlist honest, run the annual review, get ahead of maturities, work out a troubled credit, and issue a defensible payoff.
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.
Board a loan for third-party servicing without a mis-boarded accrual
Added Jul 26, 2026v1.3.0
ScreenedTest a closed CRE loan against its covenants and triggers, then add, retain, or remove it from the watchlist.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedRun the periodic review of an existing CRE loan and confirm or change its risk rating.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedDiagnose an approaching loan maturity and get a dated action plan before it becomes a fire.
★ 105 on GitHub0 downloadsAdded Jul 24, 2026v1.3.0
ScreenedDiagnose a troubled CRE loan, compare every workout path on net recovery, and write the action plan.
★ 105 on GitHub0 downloadsAdded Sep 26, 2026v1.0.0
ScreenedTurn a servicing record into a dated, defensible payoff statement with per-diem.
Added Sep 1, 2026v1.1.0
Screened