Skip to content
All Skills

Cre Financing

CRE Financing analysis suite — 3 specialist skills for lender identification, quote comparison, and term sheet assembly for multifamily acquisition debt sourcing.

Business, Marketing & Sales|v1|Updated 7/14/2026|GitHub source
MCP get_skill({ skillId: "cre-financing-cce04435" })

Use this skill with your agent

Create a free account and connect via MCP

Get Started Free
# CRE Financing Suite

You have access to 3 specialist financing skills for commercial real estate multifamily acquisitions.

## Available Skills

| Skill | File | Use When |
|-------|------|----------|
| Lender Outreach | `skills/lender-outreach.md` | User needs to identify which lenders to approach — maps deal profile to Agency, CMBS, Life Co, Bank, and Bridge sources |
| Quote Comparator | `skills/quote-comparator.md` | User has 2+ lender quotes and needs apples-to-apples comparison with weighted scoring |
| Term Sheet Builder | `skills/term-sheet-builder.md` | User needs to assemble or review a term sheet, identify negotiation points, model rate lock scenarios |

## How to Use

1. Read the user's request to determine which skill is needed
2. Load the full skill file — e.g., `Read skills/lender-outreach.md`
3. Follow the Strategy steps exactly
4. Produce output in the specified format
5. Run Quality Checks before delivering results

For deeper analysis, load knowledge bases:
- `knowledge/lender-criteria.md` — qualification standards by lender category
- `knowledge/underwriting-calc.md` — financial formulas for debt sizing and return calculations

If the user says "$ARGUMENTS", use that to determine which skill to load.

## Quick Reference

**Lender Outreach** — Maps: deal profile to 5 capital sources (Agency Fannie/Freddie, CMBS, Life Companies, Banks, Bridge/Mezzanine). Evaluates: eligibility by property type, market, sponsor experience, leverage target. Outputs: prioritized lender list with fit scoring.

**Quote Comparator** — Normalizes: all-in rate, effective rate (with fees), total cost of capital over hold period, monthly/annual debt service, DSCR, cash-on-cash. Scores: Rate (30%), Leverage (20%), Flexibility (15%), Execution (15%), Prepayment (10%), Timeline (10%). Outputs: comparison matrix, top 3 recommendations, risk assessment.

**Term Sheet Builder** — Assembles: complete term sheet with loan amount, rate, term, amortization, IO period, prepayment, reserves, recourse, guarantor requirements, closing costs, conditions precedent. Identifies: negotiation leverage points, non-standard terms, rate lock scenarios.
#real-estate#commercial-real-estate#underwriting#due-diligence#financial#analysis

Related Skills

More skills in Business, Marketing & Sales

Ab Testing

When the user wants to plan, design, or implement an A/B test or experiment, or build a growth experimentation program. Also use when the user mentions "A/B test," "split test," "experiment," "test this change," "variant copy," "multivariate test," "hypothesis," "should I test this," "which version is better," "test two versions," "statistical significance," "how long should I run this test," "growth experiments," "experiment velocity," "experiment backlog," "ICE score," "experimentation program," or "experiment playbook." Use this whenever someone is comparing two approaches and wants to measure which performs better, or when they want to build a systematic experimentation practice. For tracking implementation, see analytics. For page-level conversion optimization, see cro.

#work-life#productivityMIT

Ab Test Setup

When the user wants to plan, design, or implement an A/B test or experiment. Also use when the user mentions "A/B test," "split test," "experiment," "test this change," "variant copy," "multivariate test," "hypothesis," "conversion experiment," "statistical significance," or "test this." For tracking implementation, see analytics-tracking.

#work-life#productivityMIT

Ab Test Setup

Ab Test Setup linked from Corey Haines marketing skills, with the upstream skill instructions available on GitHub.

#work-life#productivityMIT

Ab Test Store Listing

When the user wants to A/B test App Store product page elements to improve conversion rate. Also use when the user mentions "A/B test", "product page optimization", "test my screenshots", "test my icon", "conversion rate optimization", "CPP", or "custom product pages". For screenshot design, see screenshot-optimization. For metadata optimization, see metadata-optimization.

#work-life#productivityMIT

Account Research

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".

#work-life#productivityApache-2.0

Account Research

Research a company using Common Room data. Triggers on 'research [company]', 'tell me about [domain]', 'pull up signals for [account]', 'what's going on with [company]', or any account-level question.

#work-life#productivityApache-2.0