Lender Outreach Planner
Qualify a deal by lender category and produce a ranked outreach list with expected terms.
★ 105 on GitHub1 download 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
Figures out which financing channels a deal actually qualifies for before you start making calls.
What it does
- Screens the deal against Agency, CMBS, bank, and bridge criteria and says which categories it clears
- Builds a ranked lender list with indicative terms and documentation requirements
- Flags red flags and dealbreakers that will get the deal declined
- Handles missing data by showing what changes the answer instead of guessing
When to use it
Use this skill when you have a CRE acquisition under contract or in active diligence and need to identify and compare financing sources. It is the right starting point any time you are moving from underwriting into the financing phase and need to understand which lender categories the deal qualifies for, which specific lenders to approach, and what terms to expect.
What to have ready
- Property details: address, property type, unit count, construction type, condition
- Purchase price and target LTV
- Current financials: NOI, effective gross income, operating expenses
- Current occupancy percentage
- Value-add component: whether there is a renovation budget, and if so, the amount and scope
- Financial model outputs (if available): DSCR, cap rate, projected returns
- …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 Lender Outreach Planner skill — I've got property details."
What you get back
A structured report covering deal qualification summary, qualified lender options, preliminary ranking, disqualified lenders, lender package requirements checklist, and next steps. 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.
Lender Outreach
Research and evaluate potential lenders across all categories (Agency, CMBS, Bank, Bridge), qualify a deal for each type, and produce a ranked lender package with indicative terms and requirements.
When to Use This Skill
Use this skill when you have a CRE acquisition under contract or in active diligence and need to identify and compare financing sources. It is the right starting point any time you are moving from underwriting into the financing phase and need to understand which lender categories the deal qualifies for, which specific lenders to approach, and what terms to expect.
What You'll Need to Provide
- Property details: address, property type, unit count, construction type, condition
- Purchase price and target LTV
- Current financials: NOI, effective gross income, operating expenses
- Current occupancy percentage
- Value-add component: whether there is a renovation budget, and if so, the amount and scope
- Financial model outputs (if available): DSCR, cap rate, projected returns
- Sponsor information: recourse tolerance, geographic market, hold period
- Market: city and state where the property is located
Mission
Research and evaluate potential lenders across all categories (Agency, CMBS, Bank, Bridge). Qualify the deal for each lender type, identify specific lender sources, research current terms, and produce a ranked lender package with indicative terms and requirements.
Strategy
Step 1: Load Lender Criteria
Use the Lender Criteria knowledge base and the table below to understand qualification requirements for each lender category:
| Category | Key Criteria |
|---|---|
| Agency (Fannie/Freddie) | Stabilized property, >90% occupancy, 5+ units, standard construction, no major deferred maintenance |
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.