Offer Design☆

Better copy won't fix a weak offer. This skill designs what a lender or broker actually offers — the close-by guarantee, the broker compensation and protection, the draw turnaround promise, the repeat-borrower perks — so it stands apart from every other lender quoting similar rates.

What it does

• Diagnoses which part of the offer is weak — outcome, likelihood, speed or effort
• Structures the full offer: core, add-ons, guarantee, urgency, naming
• Designs guarantees you can actually keep
• Names the program so it is memorable
• Flags tactics that damage trust

When to use it

• You compete mainly on rate and keep losing on it
• Launching a broker program or new loan product
• Your pages convert poorly even after rewriting
• Brokers say you look like every other lender

What to have ready

• Your loan programs and what you do better than competitors
• Who the offer is for — borrowers or brokers
• What you can reliably commit to (speed, certainty, service)
• What competitors offer

How to use it

1. 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.
2. 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.
3. 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.

"Design a broker program offer for our [LOAN PROGRAM] that stands out from [COMPETITOR TYPE] — we can close in [DAYS] and fund draws in [DAYS]."

What you get back

A complete offer design with the reasoning behind each element and wording ready for pages and pitches.

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.
• Any guarantee or speed promise must be one you honor every time, with its conditions stated plainly — never guarantee approval or a rate before underwriting. Don't use guarantees or scarcity tactics on fund investors: promising returns or pressuring investors raises securities-law problems. Much of the author's material is written for courses, services and software; adapt it to lending, and have counsel review advertised terms.

Source & credit

Imported from Corey Haines's open-source marketingskills library (MIT). Author: Corey Haines — https://github.com/coreyhaines31/marketingskills. LenderSkills folded the author's reference files into the single installable file, and appended a legal disclaimer; the author's content is otherwise unmodified. Full credit to the author. Corey Haines did not submit this listing and does not endorse it — the original is free at the link above.

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.