Weekly Pipeline Report
The one-page weekly pipeline: what's funding, what's stuck, and whether the capital is there.
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
Turns a raw pipeline export into the one-page weekly report a principal actually reads: what is funding in the next 30 days, which deals are stuck and why, what changed since last week, and — for lenders — whether there is enough capital for what is about to close.
What it does
- Cleans the export and flags stale close dates, duplicates and deals that moved backward
- Compares this week to last: new, advanced, slipped, stalled, funded and dead
- Forecasts 30- and 60-day fundings two ways — committed, and weighted by stage — with the assumptions stated
- Checks upcoming fundings and draws against the capital you say is available
- Ends with the yes-or-no decisions the pipeline needs this week
When to use it
- Preparing for the weekly pipeline meeting
- A principal or investor asks what is closing this month
- Checking whether the fund or credit line can cover upcoming fundings
- Deals seem to be stalling and you want to see where
What to have ready
- A pipeline export from your CRM, LOS or spreadsheet
- Last week's export or report, if you have it
- Available capital, if you fund loans yourself
- Your funding goal for the month or quarter, optionally
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 this week's pipeline export and last week's. Build the weekly pipeline report — we have [AMOUNT] available to fund."
What you get back
A one-page report — headline, next 30 days, stuck and slipped deals, changes, capital check and decisions needed — with an optional Excel version for keeping a weekly history.
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.
- Uses loan IDs or nicknames rather than borrower names, so the report is safe to forward. Stage probabilities are labeled as assumptions unless you supply your own history.
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.
Weekly Pipeline Report
A pipeline report is only useful if it changes what someone does on Monday. Most are a list of every open loan in stage order, which tells a principal nothing they could not see in the CRM. This skill produces the opposite: a one-page report that leads with the fundings that are real, names the deals that are stuck and why, shows what moved since last week, and — for lenders who fund from a fund, investors or a credit line — checks the next 30 and 60 days of fundings against the capital that is actually available.
Step 1 — Intake
| Input | Required? | Notes |
|---|---|---|
| Pipeline export | ✅ | One row per loan: loan ID or nickname, stage, loan amount, expected close date, date entered current stage. Helpful: loan officer, broker/source, property type, state, rate, points, loan purpose, date created |
| Last week's snapshot | Helpful | The prior export or last week's report. Without it, the report shows current state only and says so |
| Stage definitions | Helpful | The user's own stage names. Map them to the standard stages below and show the mapping |
| Available capital | Lenders | Uncommitted fund cash, committed investor capital, credit-line availability, and any capital already reserved for closings |
| Goals | Optional | Monthly / quarterly funding target, in dollars or units |
| Stage probabilities | Optional | The user's close-rate by stage. If absent, use the defaults in Step 4 and label them as assumptions |
Identify loans by a nickname or loan ID and property city (e.g. "Loan 2417 — [CITY] duplex"), not by borrower name, unless the user asks otherwise. The report may be forwarded.
Step 2 — Map stages and clean the data
Map the user's stages to this standard ladder and show the mapping in a footnote:
- Inquiry — request received, not yet quoted
- Quoted — term sheet or LOI issued
- Accepted — LOI signed and deposit or fees received
- Underwriting — third-party reports ordered, conditions open
- Approved — credit approval given, conditions may remain
- Docs — loan documents drawn or out for signature
- Scheduled — closing date set with title/escrow
- Funded — wired this period
- Dead — withdrawn, declined or lost, with a reason
Before any numbers, run these checks and list every problem found — do not silently fix them:
| Check | Why it matters |
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
They publish here under a verified work email. Their other skills, and how to reach them, are on their contributor page.