Skill: Lender Research & Outreach Skill
What It Does Researches local lenders for a real estate deal, finds commercial lending contacts via LinkedIn, and executes outreach campaigns. Step-by-Step Workflow Step 1: Gather Deal Parameters • Ask the user for: property location, lot count, deal name • MUST ask for spreadsheet URL - never assume which spreadsheet to use Step 2: Research Lenders via Google Places API • Search "banks near [location]", "credit unions near [location]", "community banks near [location]" • Categorize results (Community Bank, Regional, National, Credit Union) • Cross-reference existing spreadsheet to avoid duplicates • Only add new banks; update "Deal" column for existing banks that serve the area Step 3: Research Commercial Lending Websites • Find each bank's commercial lending page (usually under Business → Loans) • Add URL to spreadsheet Website column • Extract any contacts (names, phones, emails) from "Meet Our Team" or "Contact Us" sections • Add contacts to Contacts tab with Source = "Bank Website" Step 4: Find LinkedIn Contacts via Apify • Run Google search via Apify: "[Bank] commercial lending officer [STATE] site:linkedin.com/in" • Score contacts by title relevance: • A-tier: VP, SVP, Chief Lending Officer • B-tier: Commercial RM, Lending Specialist • C-tier: Branch Manager Step 5: Update Spreadsheet • NEVER overwrite existing data - only add new rows or fill empty cells • Financing Leads tab: banks with addresses, types, status • Contacts tab: names, titles, emails, phones, LinkedIn URLs, quality scores • Highlight top-priority contacts in yellow Step 6: LinkedIn Outreach via Browser • Log into LinkedIn • Send connection requests with 10-15 second delays • Use personalized notes for top 2-3 contacts (LinkedIn limits ~3-5/month) • Template: "Hi [NAME], I'm a MHP investor looking for financing on a small [LOT_COUNT]-lot park [LOCATION_DESCRIPTION]..." Step 7: Extract Contact Info • Check profiles for public contact info (About section, Contact Info overlay)