Prospecting☆

Builds a list of the right people to contact — mortgage brokers active in a market, investors who just bought properties, builders, or local real estate businesses — qualifies each one against clear criteria, and scores them so outreach goes to the best first. Every prospect comes with the source that justifies them.

What it does

• Defines the ideal prospect and the signals that show they need you now
• Finds candidates through public sources and prospecting tools
• Qualifies and scores each one with a cited reason
• Outputs a lead sheet ready for your CRM
• Builds compliance and platform-rules guardrails into the process

When to use it

• Building a broker network in a new market
• Looking for active flippers or landlords to reach
• Your outreach list is old or unqualified
• Before starting a cold-email or call campaign

What to have ready

• Who you want to reach and in which markets
• What makes someone a good prospect for you
• Tools you have access to (CRM, data providers)
• How many prospects you need

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.

"Build a list of [NUMBER] mortgage brokers in [STATE] who have placed bridge or fix-and-flip deals in the last year, scored by fit."

What you get back

A scored prospect list with sources, a qualification reason for each, and suggested first steps.

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.
• Cold email must follow CAN-SPAM; calls and texts to cell phones need care under the TCPA and do-not-call rules. Don't buy phone or text lists — a skip-traced or purchased number is not consent to call or text. The package warns against scraping LinkedIn and similar sites — follow it. Pair with Cold Email and Lead Research Assistant.

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, reworded a tactic that relied on a helper script not included here, softened one legal statement, 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.