Sales Enablement☆

Creates the materials a lending team sells with — the broker-program deck, the loan-program one-pager, the objection-handling guide for "your rate is higher than X", and talk tracks for first calls — so every loan officer tells the same strong story.

What it does

• Builds pitch decks for brokers, borrowers or capital partners
• Writes one-pagers and leave-behinds for each loan program
• Creates an objection-handling library with responses
• Drafts call scripts and talk tracks
• Organizes materials by who uses them and when

When to use it

• Loan officers each pitch differently
• Brokers ask for something to send their clients
• Losing deals to the same objections
• Preparing for a conference or roadshow

What to have ready

• Your loan programs and what makes them different
• Who the material is for
• The objections you hear most
• Existing decks or sheets to improve

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 one-pager for our [LOAN PROGRAM] for brokers in [STATE], plus answers to the five objections we hear most: [OBJECTIONS]."

What you get back

Ready-to-edit decks, one-pagers, objection responses and talk tracks.

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.
• Mark any rates, leverage or terms on collateral as illustrative and subject to underwriting, and make clear that a deck or one-pager is not a commitment to lend. A deck for fund investors or capital partners is offering material under securities law — have securities counsel review it before it goes out.

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, replaced a sample email address with neutral placeholders so the package passes automated screening, 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.