<Human-readable role name>
One paragraph: what the role does and when it triggers.
Best use case
<Human-readable role name> is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
One paragraph: what the role does and when it triggers.
Teams using <Human-readable role name> should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/_TEMPLATE/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How <Human-readable role name> Compares
| Feature / Agent | <Human-readable role name> | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
One paragraph: what the role does and when it triggers.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# <Role Name> ## Role mission One paragraph. ## Core responsibilities ### Daily - ... ### Weekly - ... ### Monthly - ... ### Quarterly - ... ## Primary KPIs Cite by canonical slug. Target bands pulled from `reference/derived/role_kpi_targets.csv`. | Metric | Default target band | Source | |---|---|---| | `physical_occupancy` | (overlay-provided) | `reference/derived/role_kpi_targets.csv` | ## Decision rights Explicit list of what the role decides autonomously, what routes up, what requires approval. ## Inputs consumed Document types, systems, references. ## Outputs produced Templates, memos, reviews, emails. ## Cross-functional handoffs Who the role hands off to, in what artifacts. ## Escalation paths For each escalation kind (legal, safety, fair_housing, financial_threshold, policy_exception), the next step. ## Approval thresholds Point to `_core/approval_matrix.md` and the org overlay. ## Typical failure modes 5–10 common ways this role gets wrong. ## Skill dependencies Workflow packs this role invokes. ## Templates used Paths. ## Reference files used Paths. ## Example invocations Three short prompts that should trigger this pack. ## Example outputs One or two worked examples (input → output).
Related Skills
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Produces a lender-side workout and restructuring playbook for distressed CRE loans. Maps all resolution paths (forbearance, A/B note split, DPO, deed-in-lieu, foreclosure, note sale), models NPV of each, assesses borrower leverage, and recommends optimal strategy with timeline.
Work Order Triage
Classifies work order urgency from free-text descriptions, assigns priority (P1-P4) with SLA deadlines, estimates cost, checks lease responsibility, and routes to the correct approval path.
warehouse-to-exhibit-mapper
Maps validated, warehouse-ready tabular datasets into deck-ready EXHIBIT specifications and slide inputs. Selects table vs. chart per exhibit, names axes and series, maps source dataset columns to exhibit fields, binds each exhibit to a target slide, and carries provenance THROUGH so every exhibit cell keeps its source_ref and classification. Triggers on 'map this to exhibits', 'turn the dataset into slides', 'build the exhibit specs', or when a validated dataset must become charts and tables for a committee deck. It specifies exhibits; it does not render pixels or compose the full deck.
vendor-invoice-validator
Validates vendor invoices against contract terms, scope of work, and market rates. Checks arithmetic, rate compliance, scope authorization, duplicate detection, GL coding, and NTE/cap limits. Assigns APPROVED, APPROVED WITH FLAGS, or HOLD FOR REVIEW verdict.
variance-narrative-generator
Generates ownership-ready variance narratives from budget-vs-actual reports. Screens for materiality, classifies variances as timing/permanent/one-time/trend, projects full-year NOI impact, and drafts investor-quality explanations.
transfer-document-preparer
Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions. Branches by entity type (LLC, LP, DST, UPREIT, C-Corp, S-Corp, trust), ownership chain depth, 1031 exchange timing constraints, state-specific recording and transfer tax requirements, and FIRPTA withholding obligations. Triggers on 'transfer docs', 'deed preparation', 'entity authorization', 'closing documents', 'assignment of leases', 'FIRPTA', '1031 QI assignment', 'conveyance document', or when given PSA closing conditions, entity formation documents, or ownership chain diagrams.
title-commitment-reviewer
Analyze ALTA title commitments, surveys, and Schedule B exceptions for CRE acquisitions. Identifies title defects, chain breaks, lien conflicts, and cure requirements. Triggers on 'title commitment', 'Schedule B exceptions', 'title review', 'title exceptions', 'encumbrances', 'survey cross-reference', 'title chain', 'mechanic's lien', 'title cure', or when given a title commitment document, survey, or lien search results.
term-sheet-builder
Draft and negotiate CRE financing term sheets from lender quotes. Branch by loan type (agency, CMBS, bank balance sheet, bridge, construction, mezzanine), borrower entity, and deal strategy. Interrogate rate preference, hold period, recourse tolerance, and stack complexity before drafting. Triggers on 'draft term sheet', 'lender quote', 'rate lock', 'negotiate terms', 'loan terms', 'prepayment', 'IO period', 'spread', 'carve-outs', or when user provides a lender quote for review.
tenant-retention-engine
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Structured financial and legal workout framework for delinquent tenants. Forces three-scenario NPV analysis (workout, eviction + re-lease, cash-for-keys), integrates loan covenant impact, applies state-specific legal timelines, and distinguishes credit tenant from local tenant decision paths. Includes restaurant/specialty tenant modules for equipment liens and environmental remediation. Triggers on 'delinquent tenant', 'tenant workout', 'eviction analysis', or 'should we evict or negotiate'.
tenant-credit-analyzer
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