Maturity Pipeline Manager
A 30/60/90/180-day maturity report that tests every loan's exit plan
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 The Helvetica Group. That introduction is what keeps every skill here free.
What this skill does
Shows what is maturing across your loan book and whether each loan will actually pay off on time. Groups loans by days to maturity, grades each exit plan by the evidence behind it rather than what the borrower said, tests whether the sale or refinance covers the payoff, and drafts the borrower outreach.
What it does
- Groups every loan into matured, 0–30, 31–60, 61–90 and 91–180 days to maturity
- Classifies each exit — under contract, listed, refinance committed or in process, extension option, no plan — by the documents behind it
- Tests whether the exit can close before maturity and whether it covers the payoff
- Assigns a risk tier and flags extension request deadlines that close earlier than expected
- Forecasts when capital will come back, and drafts one outreach message per borrower
When to use it
- Your monthly portfolio or servicing meeting
- Planning how much capital will be available to lend next quarter
- Several loans are coming due and you need to know which ones will ask for extensions
- An investor or credit line asks about maturities
What to have ready
- Your loan tape or servicer report with maturity dates
- Extension terms for each loan, if any
- Any evidence of exit progress — listings, contracts, refinance term sheets
- Notes from your last conversations with borrowers
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.
"Here's our servicer report as of [DATE]. Build the maturity pipeline for the next 180 days and draft outreach for anything maturing in the next 60."
What you get back
A maturity report with urgent items first, the full pipeline by risk tier, a six-month repayment forecast, an extension watch list and draft outreach.
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.
- For a single extension request on one loan, pair it with the Maturity Extension Request Evaluator. Outreach never promises an extension or modification.
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.
Maturity Pipeline Manager
Short-term private loans are underwritten on an exit, and many of them reach maturity with the exit still in progress. The lenders who get paid on time are the ones who start asking at 180 days, not the week before. This skill turns the loan tape into a maturity pipeline: every loan bucketed by time to maturity, its exit graded by evidence rather than by what the borrower said, the tight timelines exposed, and the outreach drafted — with a repayment forecast the fund can plan around.
Works for bridge, fix-and-flip, construction, land and small-balance commercial books. For a single extension request on a single loan, use maturity-extension-request-evaluator — this skill is the portfolio view that tells you which loans are going to ask.
Step 1 — Intake
| Input | Required? | Notes |
|---|---|---|
| Loan tape or servicer report | ✅ | Loan #, property, borrower/sponsor, current balance, rate, maturity date, payment status |
| Extension options per loan | ✅ | Number and length remaining, fee, conditions (no default, paydown, minimum LTV or DSCR, project completion), and the written notice window to exercise |
| Exit plan at origination | Helpful | Sale, refinance to DSCR or bank loan, or other — from the credit memo |
| Current exit status and evidence | ✅ | Listing agreement, purchase contract, refinance term sheet or commitment, appraisal ordered — with dates |
| Current value / as-is status | Helpful | Recent valuation, construction completion percentage, listing price and price cuts |
| Payoff components | Helpful | Exit fee, default interest risk, holdback not drawn — for the payoff coverage test |
| Last borrower contact | Helpful | Date and what was said |
| As-of date | ✅ | Default: today |
| Lender's policies | Helpful | Outreach cadence, tier thresholds. If none, use the defaults below and label them |
Minimum viable: loan #, property, balance and maturity date for each loan. Every loan without exit evidence is classified "No evidenced plan" until the user supplies something — which is the point of the report.
Step 2 — Bucket the book
| Bucket | Days to maturity |
|---|---|
| Matured | Past maturity, not paid off |
| 0–30 | Maturing within 30 days |
| 31–60 | |
| 61–90 | |
| 91–180 | |
| 180+ | Shown as a count and balance only |
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 The Helvetica Group
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