Funds Flow Manager
Build a closing settlement statement where sources equal uses to the penny.
★ 105 on GitHub0 downloads on LenderSkills
Install it in one line — paste a single command into Claude, ChatGPT or Cursor and it writes the skill into your project.
Free, and about thirty seconds: a work email and a six-digit code.
Downloading shares your name, firm, role, and email with Avi Hacker, J.D.. That introduction is what keeps every skill here free.
What this skill does
Calculates every proration, credit, adjustment, and disbursement at closing and proves the statement balances.
What it does
- Computes buyer equity required, seller net proceeds, and lender wire amounts
- Splits prorations correctly and shows the method used
- Lays out the disbursement schedule — who gets paid what, and when
- Reconciles total sources to total uses and refuses to sign off until they tie
When to use it
Use this skill when you need to prepare a closing settlement statement for a commercial real estate acquisition. It calculates buyer equity required, seller net proceeds, all proration splits, lender wire amounts, and disbursement schedules.
What to have ready
- Purchase price and scheduled closing date
- Loan terms: Loan amount, interest rate, origination fee (%), underwriting fee, tax/insurance/CapEx reserve months, any upfront reserve amounts, and whether…
- Earnest money: Amount already deposited
- PSA credits and concessions: Repair credits, seller concessions, any agreed price adjustments
- Property tax information: Current or prior-year annual tax bill amount; whether taxes are paid current or in arrears
- Rent roll: Current gross monthly rent collected (for rent proration calculation)
- …and a few more items the skill will ask for as it goes
How to use it
- Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
- Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has
[BRACKETED]placeholders, and runs a quick test with you. - Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.
"Use the Funds Flow Manager skill — I've got purchase price and scheduled closing date."
What you get back
A structured report covering buyer statement, seller statement, funds flow summary, wire schedule, proration calculations, equity summary, and lender disbursement. You get it as readable analysis plus the underlying data, so it can feed straight into a memo or another skill.
Good to know
- Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
- Every draft is a starting point for your own review, not a finished decision.
- Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
Source & credit
Imported from the open-source cre-agent-skills library by Avi Hacker, J.D. (github.com/ahacker-1/cre-agent-skills), Apache-2.0 license. The author's content is unmodified apart from a legal disclaimer appended at the end of the package. Full credit to the author.
Legal disclaimer
This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.
Inside this skill
The actual file you get. Members can read it in full before saving it.
Funds Flow Manager
Calculate all closing prorations, credits, adjustments, and disbursements, and produce a settlement statement where total sources equal total uses — to the penny.
When to Use This Skill
Use this skill when you need to prepare a closing settlement statement for a commercial real estate acquisition. It calculates buyer equity required, seller net proceeds, all proration splits, lender wire amounts, and disbursement schedules. Use it when you have finalized purchase price, loan terms, and a confirmed closing date and need to know exactly how much money moves where and when.
What You'll Need to Provide
- Purchase price and scheduled closing date
- Loan terms: Loan amount, interest rate, origination fee (%), underwriting fee, tax/insurance/CapEx reserve months, any upfront reserve amounts, and whether origination fee is withheld from proceeds or paid at closing
- Earnest money: Amount already deposited
- PSA credits and concessions: Repair credits, seller concessions, any agreed price adjustments
- Property tax information: Current or prior-year annual tax bill amount; whether taxes are paid current or in arrears
- Rent roll: Current gross monthly rent collected (for rent proration calculation)
- Security deposits: Total tenant security deposits held by seller
- Insurance: Whether buyer is placing a new policy (no proration) or assuming existing (annual premium for proration)
- Existing seller debt: Outstanding principal balance, per-diem interest rate, any prepayment penalty, release fee
- Closing costs (to the extent known): Title insurance premium quotes, survey cost, environmental report cost, property condition report cost, recording fee rates, transfer tax rate and which party bears it, broker commission rate, attorney fee estimates
- Proration methodology: Specify whether the PSA uses a 365-day or 360-day year
Reading the full skill counts as a download. The contributor receives your name, company, and email.
Ratings & reviews
No written reviews yet. If you run this on a live file, say how it went. The next lender reading this page is deciding whether to trust it.
Examination record
Run it in Claude
- Copy the install command above
- Paste it into Claude, ChatGPT or Cursor
- It writes the skill in, fills in your firm’s details, and test-runs it with you
Prefer the file? The prompt above is for a package you already downloaded.
Details
More from Avi Hacker, J.D.
Imported from their public repository with attribution. Their other skills, and where to find the original, are on their contributor page.